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
$318M
AUM Growth
-$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
798
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$5.35M
3
+$2.78M
4
ENZL icon
iShares MSCI New Zealand ETF
ENZL
+$1.98M
5
WFC icon
Wells Fargo
WFC
+$1.16M

Top Sells

1
+$6.51M
2
+$4.81M
3
+$3.3M
4
ADT
ADT Corp
ADT
+$2.35M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.28M

Sector Composition

1 Industrials 12.02%
2 Consumer Discretionary 11.79%
3 Financials 11.27%
4 Technology 10.19%
5 Healthcare 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$59K 0.02%
29,875
-170
527
$58K 0.02%
8,108
-40,798
528
$58K 0.02%
11,125
-11,760
529
$58K 0.02%
3,210
+75
530
$57K 0.02%
6,155
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531
$57K 0.02%
3,550
-30
532
$56K 0.02%
1,330
533
$56K 0.02%
8,385
-2,945
534
$56K 0.02%
1,470
-15
535
$55K 0.02%
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-40
536
$55K 0.02%
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537
$54K 0.02%
18,075
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538
$53K 0.02%
819
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$53K 0.02%
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540
$53K 0.02%
893
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541
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$51K 0.02%
300
545
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506
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850
547
$50K 0.02%
2,670
-10
548
$50K 0.02%
771
549
$49K 0.02%
360
550
$49K 0.02%
1,265
-1,800
20 21
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