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
$497M
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,144
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$4.87M
3
+$4.26M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.15M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.74M

Top Sells

1
+$3.59M
2
+$3.02M
3
+$2.78M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.33M
5
PG icon
Procter & Gamble
PG
+$1.28M

Sector Composition

1 Industrials 13.28%
2 Consumer Discretionary 12.16%
3 Financials 11.65%
4 Technology 11.37%
5 Healthcare 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$113K 0.02%
3,120
+1,190
477
$113K 0.02%
1,505
+149
478
$112K 0.02%
7,055
+2,855
479
$110K 0.02%
3,070
+655
480
$109K 0.02%
2,130
+770
481
$109K 0.02%
2,345
482
$109K 0.02%
2,605
-7,770
483
$108K 0.02%
4,222
+215
484
$107K 0.02%
1,320
-1,815
485
$107K 0.02%
26,540
-34,165
486
$107K 0.02%
3,860
-10,840
487
$106K 0.02%
+3,065
488
$106K 0.02%
2,085
-8,475
489
$106K 0.02%
4,800
+239
490
$106K 0.02%
+3,430
491
$106K 0.02%
2,946
+140
492
$106K 0.02%
3,784
-15,216
493
$106K 0.02%
3,385
-910
494
$105K 0.02%
4,617
+195
495
$104K 0.02%
2,228
-108
496
$104K 0.02%
970
+329
497
$103K 0.02%
+4,130
498
$102K 0.02%
2,267
499
$102K 0.02%
1,690
-485
500
$102K 0.02%
+1,425
18 19
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