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
551
$83K 0.02%
4,260
+1,700
552
$83K 0.02%
+1,105
553
$82K 0.02%
865
554
$82K 0.02%
1,750
-2,510
555
$81K 0.02%
2,022
-2,525
556
$81K 0.02%
+1,530
557
$81K 0.02%
3,020
+1,090
558
$81K 0.02%
3,680
+1,820
559
$80K 0.02%
2,010
+92
560
$79K 0.02%
2,395
-9,670
561
$79K 0.02%
950
-1,472
562
$78K 0.02%
1,640
+600
563
$77K 0.02%
2,465
-570
564
$76K 0.02%
1,455
-5,920
565
$76K 0.02%
1,300
+480
566
$76K 0.02%
365
+20
567
$76K 0.02%
3,300
+1,220
568
$76K 0.02%
768
569
$76K 0.02%
19
+1
570
$75K 0.02%
2,795
+1,020
571
$75K 0.02%
4,055
+1,560
572
$75K 0.02%
2,145
-7,945
573
$74K 0.01%
880
-3,530
574
$72K 0.01%
2,035
+810
575
$72K 0.01%
1,660
21 22
23
24 25