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
$500M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,272
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.1M
3
+$2.06M
4
RWM icon
ProShares Short Russell2000
RWM
+$2.01M
5
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$1.91M

Top Sells

1
+$2.19M
2
+$2.08M
3
+$1.84M
4
ORCL icon
Oracle
ORCL
+$1.73M
5
ARG
Airgas Inc
ARG
+$1.56M

Sector Composition

1 Consumer Discretionary 13.39%
2 Industrials 12.83%
3 Financials 12.36%
4 Technology 10.11%
5 Healthcare 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.21M 0.64%
60,854
+242
27
$3.18M 0.64%
28,298
+105
28
$3.17M 0.63%
63,281
-3,600
29
$3.11M 0.62%
62,224
-23,915
30
$2.99M 0.6%
52,182
-9,030
31
$2.92M 0.58%
219,650
-55,000
32
$2.84M 0.57%
68,602
+308
33
$2.83M 0.57%
45,857
+3,608
34
$2.83M 0.57%
52,436
+1,450
35
$2.83M 0.57%
22,235
-109
36
$2.82M 0.56%
65,719
-7,527
37
$2.82M 0.56%
98,775
+14,230
38
$2.8M 0.56%
57,260
-1,010
39
$2.78M 0.56%
2,413
+12
40
$2.7M 0.54%
12,939
-1,513
41
$2.69M 0.54%
18,183
-858
42
$2.66M 0.53%
47,215
+240
43
$2.65M 0.53%
96,428
-2,518
44
$2.65M 0.53%
22,002
-1,252
45
$2.62M 0.52%
23,574
+335
46
$2.61M 0.52%
239,679
-6,876
47
$2.57M 0.51%
65,834
-7,776
48
$2.57M 0.51%
27,999
+357
49
$2.56M 0.51%
70,020
+1,340
50
$2.53M 0.51%
46,495
+1,757
1
2
3 4 5