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
$337M
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$1.92M
3
+$1.86M
4
RWM icon
ProShares Short Russell2000
RWM
+$1.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.56M

Top Sells

1
+$7.03M
2
+$5.36M
3
+$4.54M
4
AMZN icon
Amazon
AMZN
+$3.51M
5
AAPL icon
Apple
AAPL
+$3.42M

Sector Composition

1 Consumer Discretionary 13.25%
2 Industrials 13.09%
3 Financials 11.18%
4 Technology 9.68%
5 Healthcare 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.1M 0.62%
60,822
-29,665
27
$2.08M 0.62%
27,111
-17,990
28
$2.03M 0.6%
15,379
-7,945
29
$2.01M 0.6%
23,800
+22,040
30
$2M 0.59%
43,632
-24,210
31
$1.96M 0.58%
72,123
-30,070
32
$1.96M 0.58%
74,410
-35,665
33
$1.95M 0.58%
43,032
-22,094
34
$1.92M 0.57%
+47,860
35
$1.91M 0.57%
22,212
+3,129
36
$1.9M 0.56%
17,638
-10,120
37
$1.89M 0.56%
23,853
+9,610
38
$1.89M 0.56%
11,643
-5,040
39
$1.89M 0.56%
17,530
-770
40
$1.82M 0.54%
55,771
-26,395
41
$1.81M 0.54%
104,461
-32,080
42
$1.8M 0.54%
42,870
-23,739
43
$1.8M 0.54%
38,754
-25,119
44
$1.8M 0.54%
41,829
-15,155
45
$1.8M 0.53%
35,986
-2,677
46
$1.79M 0.53%
20,376
-1,295
47
$1.76M 0.52%
15,720
+13,905
48
$1.75M 0.52%
18,031
-9,550
49
$1.75M 0.52%
34,664
-11,543
50
$1.74M 0.52%
51,480
-8,480
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