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
476
$82K 0.03%
+7,800
477
$82K 0.03%
3,235
+40
478
$81K 0.03%
+772
479
$80K 0.03%
605
+50
480
$80K 0.03%
5,060
-615
481
$80K 0.03%
1,525
-275
482
$79K 0.03%
1,110
-210
483
$79K 0.03%
685
+50
484
$78K 0.03%
1,105
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485
$77K 0.03%
+2,810
486
$76K 0.03%
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487
$76K 0.03%
9,250
+1,185
488
$76K 0.03%
2,475
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489
$75K 0.02%
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490
$75K 0.02%
600
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491
$75K 0.02%
1,520
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492
$74K 0.02%
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493
$73K 0.02%
14,635
-1,247
494
$73K 0.02%
1,470
-150
495
$72K 0.02%
2,605
+660
496
$71K 0.02%
3,210
497
$71K 0.02%
2,560
-490
498
$69K 0.02%
419
+46
499
$68K 0.02%
2,890
+255
500
$68K 0.02%
1,650
-690
18 19
20
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