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
$371M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$3.02M
3
+$2.78M
4
PNR icon
Pentair
PNR
+$2.18M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.75M

Top Sells

1
+$4.26M
2
+$4.24M
3
+$2.84M
4
URS
URS CORP
URS
+$2.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.92M

Sector Composition

1 Industrials 14.61%
2 Technology 10.8%
3 Consumer Discretionary 9.71%
4 Financials 9.65%
5 Healthcare 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.18M 0.59%
+49,545
27
$2.13M 0.58%
50,901
+1,850
28
$2.08M 0.56%
26,381
+9,446
29
$2.02M 0.55%
25,552
+3,065
30
$2M 0.54%
38,280
+440
31
$2M 0.54%
38,825
+12,790
32
$2M 0.54%
23,658
-3,229
33
$1.99M 0.54%
23,867
+2,362
34
$1.91M 0.52%
15,589
+2,755
35
$1.91M 0.52%
39,170
-755
36
$1.89M 0.51%
65,078
+43,038
37
$1.89M 0.51%
15,915
+4,955
38
$1.89M 0.51%
77,740
+11,575
39
$1.86M 0.5%
17,205
-10,925
40
$1.77M 0.48%
30,809
-5,981
41
$1.75M 0.47%
98,855
+24,605
42
$1.7M 0.46%
45,915
+9,795
43
$1.7M 0.46%
30,021
+4,392
44
$1.64M 0.44%
101,660
+37,980
45
$1.6M 0.43%
14,557
-2,410
46
$1.59M 0.43%
93,252
+36,957
47
$1.59M 0.43%
37,722
+15,874
48
$1.59M 0.43%
26,385
+8,328
49
$1.57M 0.42%
147,279
+23,799
50
$1.57M 0.42%
20,061
+5,845
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