IPC
Independent Portfolio Consultants Portfolio holdings
AUM
$241M
1-Year Return
21.8%
This Quarter Return
+2.08%
1 Year Return
+21.8%
3 Year Return
+32.36%
5 Year Return
–
10 Year Return
–
AUM
$358M
AUM Growth
+$20.7M
(+6.1%)
Cap. Flow
+$17.9M
Cap. Flow
% of AUM
5%
Top 10 Holdings %
Top 10 Hldgs %
14%
Holding
837
New
87
Increased
332
Reduced
279
Closed
89
Top Buys
| 1 |
iShares MSCI ACWI ETF
ACWI
|
+$6.62M |
| 2 |
iShares Intermediate Government/Credit Bond ETF
GVI
|
+$5.11M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$3.35M |
| 4 |
iShares MSCI Australia ETF
EWA
|
+$2.11M |
| 5 |
iShares MSCI Poland ETF
EPOL
|
+$2.03M |
Top Sells
| 1 |
ProShares Trust Short MSCI Emerging Markets
EUM
|
+$5.13M |
| 2 |
iShares Russell Mid-Cap ETF
IWR
|
+$1.92M |
| 3 |
ProShares Short Russell2000
RWM
|
+$1.86M |
| 4 |
SPDR S&P Bank ETF
KBE
|
+$1.74M |
| 5 |
Booking.com
BKNG
|
+$1.55M |
Sector Composition
| 1 | Industrials | 12.32% |
| 2 | Consumer Discretionary | 12.05% |
| 3 | Financials | 10.12% |
| 4 | Technology | 9.98% |
| 5 | Healthcare | 8.14% |
