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
501
$102K 0.02%
2,000
-5
502
$101K 0.02%
3,505
-50
503
$101K 0.02%
1,610
-150
504
$100K 0.02%
7,372
-1,894
505
$99K 0.02%
6,145
+1,465
506
$98K 0.02%
1,595
-5
507
$98K 0.02%
3,930
+845
508
$97K 0.02%
+2,430
509
$96K 0.02%
1,170
+1,102
510
$95K 0.02%
3,260
-340
511
$93K 0.02%
2,554
+1,126
512
$93K 0.02%
+2,635
513
$92K 0.02%
3,760
+905
514
$91K 0.02%
1,040
+539
515
$91K 0.02%
732
-85
516
$91K 0.02%
644
-33
517
$91K 0.02%
2,000
-100
518
$90K 0.02%
+1,690
519
$88K 0.02%
6,300
-15
520
$88K 0.02%
1,055
+245
521
$87K 0.02%
2,145
+852
522
$86K 0.02%
2,835
-12,475
523
$86K 0.02%
1,545
-242
524
$85K 0.02%
1,297
+180
525
$84K 0.02%
850
-5
19 20
21
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