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
$497M
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,144
New
Increased
Reduced
Closed

Top Sells

1 +$3.59M
2 +$3.02M
3 +$2.78M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.33M
5
PG icon
Procter & Gamble
PG
+$1.28M

Sector Composition

1 Industrials 13.28%
2 Consumer Discretionary 12.16%
3 Financials 11.65%
4 Technology 11.37%
5 Healthcare 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$3.26M 0.66%
43,820
+23,613
27
$3.2M 0.64%
46,012
+20,460
28
$3.19M 0.64%
70,630
+9,375
29
$3.17M 0.64%
40,726
+2,470
30
$3.16M 0.64%
+145,699
31
$3.1M 0.62%
256,767
+109,488
32
$3.07M 0.62%
89,652
+48,243
33
$3M 0.6%
50,144
+10,595
34
$3M 0.6%
75,935
+39,735
35
$2.95M 0.59%
293,150
+192,300
36
$2.94M 0.59%
31,349
+15,387
37
$2.89M 0.58%
14,909
+8,811
38
$2.84M 0.57%
52,694
+31,140
39
$2.84M 0.57%
+27,913
40
$2.81M 0.57%
69,461
+18,560
41
$2.81M 0.57%
28,353
+18,865
42
$2.79M 0.56%
102,781
+17,635
43
$2.77M 0.56%
22,905
+7,316
44
$2.69M 0.54%
2,359
+1,168
45
$2.68M 0.54%
62,845
+6,975
46
$2.67M 0.54%
49,955
+19,146
47
$2.65M 0.53%
2,532
+433
48
$2.62M 0.53%
38,100
+15,345
49
$2.49M 0.5%
123,367
+35,017
50
$2.48M 0.5%
45,689
+15,668