IPC
Independent Portfolio Consultants Portfolio holdings
AUM
$241M
1-Year Est. Return
21.8%
1 Year Est. Return
+21.8%
AUM
$241M
AUM Growth
-$48.6M
(-17%)
Holding
876
Top Buys
| 1 | +$1.71M | |
| 2 | +$1.56M | |
| 3 | +$1.45M | |
| 4 |
Bank of America
BAC
|
+$1.07M |
| 5 |
AGN
Allergan plc
AGN
|
+$1.05M |
Top Sells
| 1 | +$1.28M | |
| 2 | +$1.23M | |
| 3 | +$1.2M | |
| 4 |
Western Union
WU
|
+$1.16M |
| 5 |
CBI
Chicago Bridge & Iron Nv
CBI
|
+$1.15M |
Sector Composition
| 1 | Financials | 17.05% |
| 2 | Industrials | 12.31% |
| 3 | Consumer Discretionary | 10.87% |
| 4 | Technology | 10.71% |
| 5 | Healthcare | 9.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Cisco
CSCO
$304B
| $1.43M | 0.59% |
45,660
-5,040
|
|
||
27
United Bankshares
UBSI
$5.23B
| $1.4M | 0.58% |
35,754
+18,109
|
|
||
28
iShares Global Financials ETF
IXG
$623M
| $1.38M | 0.57% |
21,919
-9,391
|
|
||
29
Union Pacific
UNP
$138B
| $1.38M | 0.57% |
12,691
-154
|
|
||
30
Selective Insurance
SIGI
$4.75B
| $1.36M | 0.56% |
27,132
-2,663
|
|
||
31
Visa
V
$636B
| $1.33M | 0.55% |
14,214
+1,392
|
|
||
32
Gilead Sciences
GILD
$154B
| $1.29M | 0.54% |
18,230
+9,173
|
|
||
33
Chevron
CVX
$300B
| $1.27M | 0.53% |
12,198
-2,769
|
|
||
34
Merck
MRK
$251B
| $1.18M | 0.49% |
19,214
-1,300
|
|
||
35
Littelfuse
LFUS
$6.31B
| $1.15M | 0.48% |
6,977
-3,417
|
|
||
36
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.5B
| $1.14M | 0.47% |
23,591
-13,400
|
|
||
37
Old National Bancorp
ONB
$8.43B
| $1.12M | 0.47% |
65,122
-6,523
|
|
||
38
TotalEnergies
TTE
$142B
| $1.12M | 0.46% |
22,541
+3,177
|
|
||
39
iShares MSCI Austria ETF
EWO
$105M
| $1.11M | 0.46% |
52,294
-6,591
|
|
||
40
Unilever
UL
$146B
| $1.1M | 0.46% |
20,305
-6,111
|
|
||
41
Novartis
NVS
$254B
| $1.05M | 0.44% |
14,036
-2,274
|
|
||
42
Centene
CNC
$19.1B
| $1.05M | 0.44% |
26,268
-27,058
|
|
||
|
LABL
43
DELISTED
Multi-Color Corp
LABL
| $1.05M | 0.43% |
12,843
-1,517
|
|
||
|
MBFI
44
DELISTED
MB Financial Corp
MBFI
| $1.03M | 0.43% |
23,370
-2,310
|
|
||
45
Microsoft
MSFT
$3.64T
| $1.03M | 0.43% |
14,897
+361
|
|
||
46
AT&T
T
$181B
| $1.03M | 0.43% |
35,997
-7,202
|
|
||
47
iShares MSCI Sweden ETF
EWD
$311M
| $1.02M | 0.43% |
30,204
-3,591
|
|
||
48
Stifel
SF
$12.2B
| $1.02M | 0.42% |
33,293
-4,320
|
|
||
49
Medtronic
MDT
$131B
| $1.01M | 0.42% |
11,416
+681
|
|
||
50
Idacorp
IDA
$6.94B
| $997K | 0.41% |
11,686
-1,364
|
|