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
501
$90K 0.02%
1,580
-235
502
$90K 0.02%
1,160
+30
503
$89K 0.02%
2,155
+1,520
504
$89K 0.02%
1,310
-195
505
$89K 0.02%
3,765
+85
506
$89K 0.02%
3,600
-260
507
$89K 0.02%
1,740
+30
508
$87K 0.02%
3,600
+255
509
$86K 0.02%
1,955
+95
510
$85K 0.02%
500
-90
511
$85K 0.02%
1,325
+25
512
$85K 0.02%
1,260
+275
513
$85K 0.02%
2,650
+2,520
514
$83K 0.02%
3,320
+20
515
$82K 0.02%
1,185
-30
516
$82K 0.02%
716
-415
517
$82K 0.02%
817
-445
518
$82K 0.02%
8,626
+6,217
519
$82K 0.02%
1,340
+365
520
$82K 0.02%
4,680
+810
521
$82K 0.02%
121
-554
522
$82K 0.02%
2,830
-390
523
$81K 0.02%
+530
524
$81K 0.02%
1,790
+355
525
$81K 0.02%
2,100
-45
19 20
21
22 23