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
551
$100K 0.03%
1,197
+172
552
$99K 0.03%
2,935
+1,880
553
$98K 0.03%
3,111
+1,001
554
$97K 0.03%
13,045
+3,910
555
$96K 0.03%
+2,390
556
$96K 0.03%
4,561
-585
557
$96K 0.03%
2,250
+869
558
$95K 0.03%
1,984
-61
559
$95K 0.03%
2,260
-2,502
560
$95K 0.03%
+8,060
561
$94K 0.03%
2,267
-290
562
$94K 0.03%
4,007
+677
563
$94K 0.03%
2,935
+440
564
$91K 0.02%
+3,530
565
$90K 0.02%
+3,280
566
$90K 0.02%
1,092
-5,344
567
$90K 0.02%
1,591
+671
568
$89K 0.02%
2,806
+436
569
$88K 0.02%
1,352
+222
570
$87K 0.02%
+12,695
571
$86K 0.02%
+476
572
$85K 0.02%
2,110
+320
573
$84K 0.02%
18
+5
574
$82K 0.02%
+2,240
575
$81K 0.02%
2,375
21 22
23
24 25