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
$304M
AUM Growth
-$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
882
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$2.06M
3
+$1.12M
4
CVS icon
CVS Health
CVS
+$1.07M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$773K

Top Sells

1
+$3.71M
2
+$3.24M
3
+$3.12M
4
INDA icon
iShares MSCI India ETF
INDA
+$2.78M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.1M

Sector Composition

1 Financials 14.58%
2 Industrials 13.86%
3 Consumer Discretionary 11.94%
4 Technology 11.01%
5 Healthcare 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.81M 0.6%
37,861
-395
27
$1.75M 0.58%
44,153
-121
28
$1.72M 0.57%
86,265
-216
29
$1.72M 0.57%
11,319
+430
30
$1.69M 0.55%
15,943
-1,762
31
$1.69M 0.55%
14,890
-3,015
32
$1.68M 0.55%
50,200
-75
33
$1.63M 0.54%
126,500
-155
34
$1.62M 0.53%
57,346
-130
35
$1.6M 0.53%
49,968
+2,656
36
$1.55M 0.51%
38,376
-50
37
$1.54M 0.51%
32,102
-38
38
$1.53M 0.5%
14,415
-305
39
$1.52M 0.5%
47,910
+4,650
40
$1.51M 0.5%
37,149
-862
41
$1.5M 0.49%
38,840
+620
42
$1.49M 0.49%
890
-20
43
$1.46M 0.48%
16,256
-25
44
$1.44M 0.47%
12,500
+79
45
$1.4M 0.46%
83,670
-215
46
$1.39M 0.46%
64,260
-90
47
$1.38M 0.45%
20,445
+8,035
48
$1.36M 0.45%
8,589
+31
49
$1.34M 0.44%
111,654
-7,452
50
$1.34M 0.44%
20,748
-410
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2
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