IPC

Independent Portfolio Consultants Portfolio holdings

AUM $241M
1-Year Est. Return 21.8%
This Quarter Est. Return
1 Year Est. Return
+21.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$316M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$4.82M
2
+$4.04M
3
+$3.77M
4
MBB icon
iShares MBS ETF
MBB
+$2.94M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.81M

Top Sells

1
+$1.84M
2
+$1.43M
3
+$1.29M
4
TRN icon
Trinity Industries
TRN
+$1.27M
5
ANZ
AUSTRALIA & NW ZEAL ADS(RP5 SH
ANZ
+$1.1M

Sector Composition

1 Industrials 15.23%
2 Technology 9.31%
3 Financials 8.49%
4 Healthcare 8.21%
5 Consumer Discretionary 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.89M 0.6%
34,515
+3,290
27
$1.87M 0.59%
44,460
+6,111
28
$1.87M 0.59%
+28,240
29
$1.86M 0.59%
+61,970
30
$1.85M 0.59%
49,901
-3,545
31
$1.85M 0.59%
45,164
-7,585
32
$1.84M 0.58%
49,007
+1,915
33
$1.8M 0.57%
+66,880
34
$1.78M 0.57%
27,200
-4,292
35
$1.71M 0.54%
1,092
+121
36
$1.7M 0.54%
31,862
-3,280
37
$1.67M 0.53%
21,407
-1,941
38
$1.65M 0.52%
24,729
-6,200
39
$1.63M 0.52%
31,258
-2,982
40
$1.53M 0.49%
10,966
+145
41
$1.49M 0.47%
24,425
-435
42
$1.47M 0.46%
44,339
+2,602
43
$1.44M 0.46%
+35,048
44
$1.42M 0.45%
55,124
-1,770
45
$1.41M 0.45%
+56,800
46
$1.41M 0.45%
11,333
-1,530
47
$1.39M 0.44%
+79,035
48
$1.35M 0.43%
+21,660
49
$1.32M 0.42%
+43,975
50
$1.32M 0.42%
+38,625
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