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
$319M
AUM Growth
+$1.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
778
New
Increased
Reduced
Closed

Top Buys

1 +$3.67M
2 +$3.1M
3 +$1.93M
4
AMSG
Amsurg Corp
AMSG
+$1.35M
5
PII icon
Polaris
PII
+$1.19M

Top Sells

1 +$5.28M
2 +$3.06M
3 +$2.19M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.51M
5
IHS
IHS INC CL-A COM STK
IHS
+$960K

Sector Composition

1 Industrials 12.49%
2 Financials 12.21%
3 Consumer Discretionary 11.17%
4 Technology 11.16%
5 Healthcare 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.92M 0.6%
57,476
-2,040
27
$1.89M 0.59%
59,473
-12,125
28
$1.87M 0.59%
38,256
+10,620
29
$1.85M 0.58%
58,757
-167,108
30
$1.8M 0.57%
38,011
-3,528
31
$1.78M 0.56%
17,346
+540
32
$1.73M 0.54%
36,058
-1,585
33
$1.71M 0.54%
126,655
-14,510
34
$1.68M 0.53%
28,342
-1,640
35
$1.67M 0.52%
38,426
-2,230
36
$1.64M 0.51%
37,036
+1,395
37
$1.63M 0.51%
64,350
+12,420
38
$1.62M 0.51%
14,720
-4,505
39
$1.61M 0.51%
19,044
-1,985
40
$1.59M 0.5%
50,275
-2,035
41
$1.56M 0.49%
31,552
-580
42
$1.56M 0.49%
44,274
+1,695
43
$1.55M 0.49%
32,140
-1,195
44
$1.52M 0.48%
16,281
-3,040
45
$1.52M 0.48%
27,310
+13,780
46
$1.5M 0.47%
86,481
+8,786
47
$1.49M 0.47%
910
-55
48
$1.49M 0.47%
38,220
-1,900
49
$1.45M 0.45%
47,312
+1,695
50
$1.43M 0.45%
21,315
+20,155