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
551
$72K 0.01%
674
+564
552
$72K 0.01%
818
-435
553
$72K 0.01%
300
+235
554
$71K 0.01%
1,172
-628
555
$71K 0.01%
1,075
-30
556
$70K 0.01%
+2,720
557
$70K 0.01%
671
+410
558
$70K 0.01%
+1,265
559
$70K 0.01%
763
-102
560
$68K 0.01%
1,415
-795
561
$68K 0.01%
2,280
+540
562
$68K 0.01%
850
-30
563
$67K 0.01%
3,042
-1,575
564
$67K 0.01%
1,716
-826
565
$67K 0.01%
+1,655
566
$66K 0.01%
565
-20
567
$66K 0.01%
+134
568
$65K 0.01%
765
-985
569
$64K 0.01%
1,293
+1,246
570
$64K 0.01%
2,225
-460
571
$64K 0.01%
2,722
-1,500
572
$64K 0.01%
920
+10
573
$64K 0.01%
2,040
-425
574
$64K 0.01%
+5,065
575
$64K 0.01%
2,175
+50
21 22
23
24 25