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
526
$115K 0.03%
4,422
+302
527
$114K 0.03%
+10,590
528
$113K 0.03%
2,055
-2,910
529
$113K 0.03%
6,998
+1,097
530
$111K 0.03%
3,795
531
$110K 0.03%
2,510
+60
532
$110K 0.03%
1,500
-705
533
$110K 0.03%
8,635
+2,270
534
$109K 0.03%
3,192
+817
535
$108K 0.03%
21,400
+200
536
$107K 0.03%
1,245
+245
537
$106K 0.03%
+833
538
$106K 0.03%
2,289
-616
539
$106K 0.03%
566
+86
540
$105K 0.03%
2,313
-1,892
541
$104K 0.03%
1,356
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542
$103K 0.03%
2,024
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543
$102K 0.03%
+2,345
544
$102K 0.03%
5,251
-3,824
545
$102K 0.03%
6,456
+3,516
546
$102K 0.03%
1,316
+470
547
$101K 0.03%
4,270
+1,420
548
$100K 0.03%
1,715
+265
549
$100K 0.03%
400
-2,285
550
$100K 0.03%
425
+67
20 21
22
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