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
$489M
AUM Growth
-$7.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,261
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.65M
3
+$1.92M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.83M
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.71M

Top Sells

1
+$4.71M
2
+$4.37M
3
+$3.28M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$2.84M
5
DTV
DIRECTV COM STK (DE)
DTV
+$2.31M

Sector Composition

1 Consumer Discretionary 14.21%
2 Industrials 13.74%
3 Financials 12.14%
4 Technology 10.69%
5 Healthcare 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$102K 0.02%
28,450
+1,910
477
$102K 0.02%
+3,175
478
$101K 0.02%
857
-1,098
479
$100K 0.02%
4,320
+60
480
$100K 0.02%
1,259
-61
481
$99K 0.02%
825
-25
482
$99K 0.02%
1,266
+146
483
$99K 0.02%
2,630
-440
484
$98K 0.02%
2,123
-144
485
$98K 0.02%
2,400
-11,725
486
$97K 0.02%
1,232
-193
487
$97K 0.02%
1,785
-800
488
$97K 0.02%
1,760
+10
489
$96K 0.02%
3,095
-273
490
$96K 0.02%
3,060
-725
491
$96K 0.02%
2,685
+55
492
$96K 0.02%
2,395
+1,700
493
$96K 0.02%
2,452
-2,148
494
$96K 0.02%
677
-22
495
$94K 0.02%
1,145
+825
496
$94K 0.02%
1,600
-40
497
$94K 0.02%
2,490
+245
498
$92K 0.02%
6,315
-190
499
$91K 0.02%
855
-20
500
$91K 0.02%
3,220
+3,105
18 19
20
21 22