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
526
$80K 0.02%
3,526
-2,010
527
$80K 0.02%
2,228
-1,144
528
$79K 0.02%
+2,105
529
$79K 0.02%
17,785
+12,584
530
$79K 0.02%
1,146
+196
531
$79K 0.02%
688
+112
532
$78K 0.02%
1,866
-109
533
$77K 0.02%
1,117
-305
534
$77K 0.02%
+3,660
535
$77K 0.02%
3,080
+60
536
$77K 0.02%
3,085
-20
537
$76K 0.02%
+1,235
538
$75K 0.02%
523
+73
539
$75K 0.02%
2,855
+60
540
$75K 0.02%
1,980
-490
541
$75K 0.02%
+580
542
$74K 0.02%
1,875
-147
543
$74K 0.02%
2,085
+50
544
$74K 0.02%
482
-167
545
$74K 0.02%
2,905
-2,610
546
$73K 0.01%
1,420
-35
547
$73K 0.01%
3,107
-1,693
548
$73K 0.01%
2,540
+475
549
$73K 0.01%
1,135
-25
550
$73K 0.01%
9,070
-5,335
20 21
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