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
$489M
AUM Growth
-$7.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,261
New
Increased
Reduced
Closed

Top Sells

1 +$4.71M
2 +$4.37M
3 +$3.28M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$2.84M
5
DTV
DIRECTV COM STK (DE)
DTV
+$2.31M

Sector Composition

1 Consumer Discretionary 14.21%
2 Industrials 13.74%
3 Financials 12.14%
4 Technology 10.69%
5 Healthcare 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$3.41M 0.7%
42,089
-367
27
$3.33M 0.68%
43,896
+3,170
28
$3.2M 0.65%
91,146
-11,635
29
$3.16M 0.65%
78,722
+2,787
30
$3.06M 0.62%
73,246
+3,785
31
$3M 0.61%
52,083
+2,128
32
$2.99M 0.61%
213,280
+32,465
33
$2.97M 0.61%
46,975
+3,325
34
$2.91M 0.59%
56,026
+3,332
35
$2.89M 0.59%
28,193
-160
36
$2.89M 0.59%
68,680
+5,835
37
$2.81M 0.57%
56,930
-9
38
$2.81M 0.57%
38,785
+685
39
$2.8M 0.57%
115,198
+29,455
40
$2.79M 0.57%
2,401
+42
41
$2.74M 0.56%
+73,610
42
$2.73M 0.56%
57,666
-452
43
$2.72M 0.56%
98,946
+56,963
44
$2.72M 0.56%
246,555
-10,212
45
$2.72M 0.56%
14,452
-457
46
$2.71M 0.56%
27,039
-15,755
47
$2.71M 0.55%
68,294
-498
48
$2.69M 0.55%
19,041
+3,830
49
$2.67M 0.55%
23,254
-1,816
50
$2.67M 0.55%
84,545
+33,105