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IPC

Independent Portfolio Consultants Portfolio holdings

AUM $241M
1-Year Est. Return 21.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$290M
AUM Growth
-$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
958
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.75M
3
+$1.39M
4
EVHC
Envision Healthcare Holdings Inc
EVHC
+$1.37M
5
SH icon
ProShares Short S&P500
SH
+$1.23M

Top Sells

1
+$2.07M
2
+$1.73M
3
+$1.67M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$1.63M
5
WFC icon
Wells Fargo
WFC
+$1.49M

Sector Composition

1 Industrials 13.9%
2 Financials 13.15%
3 Technology 11.24%
4 Consumer Discretionary 11.12%
5 Healthcare 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IHI icon
551
iShares US Medical Devices ETF
IHI
$3.01B
$52K 0.02%
2,070
-1,140
BHP icon
552
BHP
BHP
$230B
$51K 0.02%
1,581
+337
BX icon
553
Blackstone
BX
$153B
$51K 0.02%
1,730
-710
STI
554
DELISTED
SunTrust Banks, Inc.
STI
$51K 0.02%
930
-1,230
SNP
555
DELISTED
CHINA PETROLEUM & CHEMICAL CORPORATION ADS (REP 100 ORDINARY H SHARES)
SNP
$50K 0.02%
615
-285
AEIS icon
556
Advanced Energy
AEIS
$14.1B
$50K 0.02%
735
-350
EPR icon
557
EPR Properties
EPR
$4.41B
$50K 0.02%
680
-45
TD icon
558
Toronto Dominion Bank
TD
$196B
$50K 0.02%
995
-475
NVO
559
Novo Nordisk
NVO
$193B
$49K 0.02%
2,830
-1,428
HON icon
560
Honeywell
HON
$145B
$48K 0.02%
426
-19
CRM icon
561
Salesforce
CRM
$127B
$48K 0.02%
585
+579
EVR icon
562
Evercore
EVR
$14.2B
$48K 0.02%
615
-235
NTRS icon
563
Northern Trust
NTRS
$32.4B
$48K 0.02%
555
-115
PLCE icon
564
Children's Place
PLCE
$77.4M
$48K 0.02%
400
-150
SKX
565
DELISTED
Skechers
SKX
$48K 0.02%
1,740
-8,940
CTB
566
DELISTED
Cooper Tire & Rubber Co.
CTB
$48K 0.02%
1,085
-400
GDX icon
567
VanEck Gold Miners ETF
GDX
$25.7B
$47K 0.02%
+2,070
BCS icon
568
Barclays
BCS
$88.9B
$46K 0.02%
4,341
-1,947
NSP icon
569
Insperity
NSP
$1.42B
$46K 0.02%
1,030
-400
OSUR icon
570
OraSure Technologies
OSUR
$308M
$46K 0.02%
+3,545
TSE
571
DELISTED
Trinseo
TSE
$46K 0.02%
+685
WTW icon
572
Willis Towers Watson
WTW
$24.6B
$45K 0.02%
344
-31
XME icon
573
State Street SPDR S&P Metals & Mining ETF
XME
$4.84B
$45K 0.02%
1,480
-345
AIT icon
574
Applied Industrial Technologies
AIT
$12.2B
$44K 0.02%
710
-275
DOC icon
575
Healthpeak Properties
DOC
$13.4B
$44K 0.02%
1,395
+10
21 22
23
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