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
$500M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,272
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.1M
3
+$2.06M
4
RWM icon
ProShares Short Russell2000
RWM
+$2.01M
5
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$1.91M

Top Sells

1
+$2.19M
2
+$2.08M
3
+$1.84M
4
ORCL icon
Oracle
ORCL
+$1.73M
5
ARG
Airgas Inc
ARG
+$1.56M

Sector Composition

1 Consumer Discretionary 13.39%
2 Industrials 12.83%
3 Financials 12.36%
4 Technology 10.11%
5 Healthcare 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$115K 0.02%
2,765
+135
477
$114K 0.02%
22,001
-305
478
$114K 0.02%
+9,855
479
$113K 0.02%
4,055
+975
480
$112K 0.02%
2,570
+1,235
481
$112K 0.02%
2,345
+555
482
$111K 0.02%
+4,160
483
$111K 0.02%
3,311
-922
484
$111K 0.02%
1,145
-896
485
$111K 0.02%
2,973
-666
486
$111K 0.02%
2,378
-1,187
487
$111K 0.02%
1,010
-2,455
488
$110K 0.02%
3,670
+160
489
$108K 0.02%
820
-5
490
$108K 0.02%
10,350
+9,906
491
$108K 0.02%
4,400
+1,080
492
$107K 0.02%
+1,505
493
$106K 0.02%
1,525
+259
494
$106K 0.02%
2,300
+560
495
$105K 0.02%
1,225
-34
496
$105K 0.02%
4,225
+1,895
497
$104K 0.02%
2,593
-418
498
$104K 0.02%
6,004
+147
499
$104K 0.02%
2,615
+2,540
500
$103K 0.02%
3,470
+820
18 19
20
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