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
551
$49K 0.02%
1,042
-1,100
552
$49K 0.02%
715
-10
553
$49K 0.02%
1,185
+565
554
$48K 0.02%
1,340
555
$48K 0.02%
793
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556
$47K 0.01%
1,010
-350
557
$45K 0.01%
404
558
$45K 0.01%
530
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559
$45K 0.01%
501
560
$44K 0.01%
1,685
-11,813
561
$44K 0.01%
670
562
$44K 0.01%
780
-30
563
$43K 0.01%
1,565
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564
$43K 0.01%
344
565
$42K 0.01%
3,947
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566
$42K 0.01%
3,995
-10
567
$41K 0.01%
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$41K 0.01%
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$40K 0.01%
1,545
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$40K 0.01%
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571
$40K 0.01%
+820
572
$40K 0.01%
1,288
-360
573
$40K 0.01%
760
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574
$40K 0.01%
1,635
-135
575
$40K 0.01%
2,590
-185
21 22
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