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
526
$92K 0.02%
2,005
+770
527
$92K 0.02%
5,135
+1,965
528
$91K 0.02%
2,050
-8,340
529
$91K 0.02%
875
-3,540
530
$90K 0.02%
850
-3,475
531
$90K 0.02%
3,368
-4,345
532
$90K 0.02%
1,017
-75
533
$90K 0.02%
1,640
-6,690
534
$90K 0.02%
1,695
+310
535
$89K 0.02%
2,630
+950
536
$89K 0.02%
3,345
-6,360
537
$89K 0.02%
6,505
-27,750
538
$89K 0.02%
1,235
+490
539
$88K 0.02%
590
+215
540
$88K 0.02%
2,336
+140
541
$87K 0.02%
1,120
-2,175
542
$87K 0.02%
586
+20
543
$87K 0.02%
2,245
-7,965
544
$86K 0.02%
3,105
-5,820
545
$85K 0.02%
1,975
-275
546
$85K 0.02%
1,979
+100
547
$85K 0.02%
655
+70
548
$85K 0.02%
1,130
-13,475
549
$85K 0.02%
1,710
+620
550
$84K 0.02%
1,226
-1,282
20 21
22
23 24