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
$500M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,272
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.1M
3
+$2.06M
4
RWM icon
ProShares Short Russell2000
RWM
+$2.01M
5
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$1.91M

Top Sells

1
+$2.19M
2
+$2.08M
3
+$1.84M
4
ORCL icon
Oracle
ORCL
+$1.73M
5
ARG
Airgas Inc
ARG
+$1.56M

Sector Composition

1 Consumer Discretionary 13.39%
2 Industrials 12.83%
3 Financials 12.36%
4 Technology 10.11%
5 Healthcare 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$76K 0.02%
1,415
-5
552
$76K 0.02%
990
553
$76K 0.02%
1,180
-5
554
$75K 0.02%
+4,965
555
$75K 0.02%
3,650
-10
556
$74K 0.01%
1,130
-5
557
$74K 0.01%
94
-27
558
$73K 0.01%
1,075
+590
559
$73K 0.01%
+3,190
560
$72K 0.01%
1,465
-658
561
$71K 0.01%
1,345
+772
562
$71K 0.01%
2,280
563
$71K 0.01%
2,750
+548
564
$71K 0.01%
1,732
-496
565
$71K 0.01%
1,950
+315
566
$70K 0.01%
1,815
-1,892
567
$69K 0.01%
596
-92
568
$67K 0.01%
995
+859
569
$67K 0.01%
1,819
+1,085
570
$67K 0.01%
600
+35
571
$67K 0.01%
733
-85
572
$67K 0.01%
1,461
+641
573
$66K 0.01%
1,285
-3,897
574
$66K 0.01%
1,790
-165
575
$66K 0.01%
+2,235
21 22
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