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
$371M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$3.02M
3
+$2.78M
4
PNR icon
Pentair
PNR
+$2.18M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.75M

Top Sells

1
+$4.26M
2
+$4.24M
3
+$2.84M
4
URS
URS CORP
URS
+$2.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.92M

Sector Composition

1 Industrials 14.61%
2 Technology 10.8%
3 Consumer Discretionary 9.71%
4 Financials 9.65%
5 Healthcare 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$156K 0.04%
+4,820
502
$155K 0.04%
+4,505
503
$154K 0.04%
+4,295
504
$152K 0.04%
+4,020
505
$151K 0.04%
1,935
+75
506
$150K 0.04%
1,411
-705
507
$147K 0.04%
+4,180
508
$146K 0.04%
9,955
-2,904
509
$144K 0.04%
+2,435
510
$141K 0.04%
4,465
+180
511
$140K 0.04%
805
-475
512
$136K 0.04%
4,580
+1,360
513
$135K 0.04%
+4,609
514
$134K 0.04%
5,525
-5,090
515
$133K 0.04%
2,825
-324
516
$129K 0.03%
12,410
+520
517
$125K 0.03%
1,570
518
$125K 0.03%
3,205
-47,065
519
$123K 0.03%
2,585
-1,375
520
$121K 0.03%
2,175
521
$120K 0.03%
7,090
+6,903
522
$118K 0.03%
1,071
+151
523
$117K 0.03%
2,336
-1,391
524
$116K 0.03%
1,230
-926
525
$116K 0.03%
1,070
+170
19 20
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