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
$318M
AUM Growth
-$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
798
New
Increased
Reduced
Closed

Top Buys

1 +$5.58M
2 +$5.35M
3 +$2.78M
4
ENZL icon
iShares MSCI New Zealand ETF
ENZL
+$1.98M
5
WFC icon
Wells Fargo
WFC
+$1.16M

Top Sells

1 +$6.51M
2 +$4.81M
3 +$3.3M
4
ADT
ADT Corp
ADT
+$2.35M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.28M

Sector Composition

1 Industrials 12.02%
2 Consumer Discretionary 11.79%
3 Financials 11.27%
4 Technology 10.14%
5 Healthcare 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.98M 0.62%
19,502
-1,094
27
$1.98M 0.62%
23,240
+650
28
$1.98M 0.62%
+45,985
29
$1.96M 0.62%
37,643
-8,195
30
$1.94M 0.61%
29,775
-590
31
$1.89M 0.6%
55,104
-935
32
$1.81M 0.57%
41,170
+2,069
33
$1.8M 0.57%
40,656
-14,190
34
$1.78M 0.56%
38,470
-2,055
35
$1.76M 0.55%
16,806
-467
36
$1.72M 0.54%
965
+40
37
$1.71M 0.54%
52,310
-13,330
38
$1.69M 0.53%
35,641
+24,410
39
$1.59M 0.5%
29,982
+1,395
40
$1.59M 0.5%
19,321
-4,175
41
$1.51M 0.48%
32,132
-7,990
42
$1.51M 0.47%
33,335
-7,725
43
$1.49M 0.47%
45,617
-3,427
44
$1.43M 0.45%
18,100
+1,135
45
$1.39M 0.44%
40,120
-14,300
46
$1.39M 0.44%
12,155
-295
47
$1.38M 0.43%
18,600
-3,440
48
$1.36M 0.43%
21,029
-4,525
49
$1.36M 0.43%
27,636
-685
50
$1.34M 0.42%
24,370
-12,840