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
501
$101K 0.02%
5,335
-6,585
502
$101K 0.02%
1,226
+309
503
$101K 0.02%
2,250
+870
504
$100K 0.02%
2,465
-8,945
505
$100K 0.02%
2,210
+100
506
$100K 0.02%
1,835
-6,435
507
$99K 0.02%
3,500
-13,860
508
$99K 0.02%
649
+173
509
$99K 0.02%
2,542
-18,467
510
$98K 0.02%
950
-3,070
511
$98K 0.02%
1,422
+70
512
$98K 0.02%
2,125
+765
513
$98K 0.02%
955
-3,215
514
$97K 0.02%
1,815
-169
515
$97K 0.02%
3,220
-11,495
516
$96K 0.02%
1,665
-3,045
517
$96K 0.02%
3,399
+3,230
518
$95K 0.02%
+2,015
519
$95K 0.02%
3,090
+155
520
$95K 0.02%
2,330
-13,920
521
$95K 0.02%
699
-930
522
$94K 0.02%
+15,275
523
$93K 0.02%
2,787
-5,334
524
$93K 0.02%
2,695
-10,780
525
$92K 0.02%
3,170
+2,484
19 20
21
22 23