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
$290M
AUM Growth
-$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
958
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.82M
3
+$1.39M
4
EVHC
Envision Healthcare Holdings Inc
EVHC
+$1.25M
5
SH icon
ProShares Short S&P500
SH
+$1.21M

Top Sells

1
+$2.07M
2
+$1.75M
3
+$1.67M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$1.63M
5
BAC icon
Bank of America
BAC
+$1.48M

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
$4.06B
$52K 0.02%
2,070
-1,140
BHP icon
552
BHP
BHP
$165B
$51K 0.02%
1,581
+337
STI
553
DELISTED
SunTrust Banks, Inc.
STI
$51K 0.02%
930
-1,230
BX icon
554
Blackstone
BX
$126B
$51K 0.02%
1,730
-710
AEIS icon
555
Advanced Energy
AEIS
$9.58B
$50K 0.02%
735
-350
EPR icon
556
EPR Properties
EPR
$4.26B
$50K 0.02%
680
-45
TD icon
557
Toronto Dominion Bank
TD
$157B
$50K 0.02%
995
-475
SNP
558
DELISTED
CHINA PETROLEUM & CHEMICAL CORPORATION ADS (REP 100 ORDINARY H SHARES)
SNP
$50K 0.02%
615
-285
NVO icon
559
Novo Nordisk
NVO
$277B
$49K 0.02%
2,830
-1,428
CRM icon
560
Salesforce
CRM
$213B
$48K 0.02%
585
+579
EVR icon
561
Evercore
EVR
$14.7B
$48K 0.02%
615
-235
HON icon
562
Honeywell
HON
$139B
$48K 0.02%
402
-17
NTRS icon
563
Northern Trust
NTRS
$27.5B
$48K 0.02%
555
-115
PLCE icon
564
Children's Place
PLCE
$100M
$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
$29.1B
$47K 0.02%
+2,070
BCS icon
568
Barclays
BCS
$90.4B
$46K 0.02%
4,341
-1,947
NSP icon
569
Insperity
NSP
$1.76B
$46K 0.02%
1,030
-400
OSUR icon
570
OraSure Technologies
OSUR
$193M
$46K 0.02%
+3,545
TSE icon
571
Trinseo
TSE
$17.9M
$46K 0.02%
+685
WTW icon
572
Willis Towers Watson
WTW
$31.5B
$45K 0.02%
344
-31
XME icon
573
State Street SPDR S&P Metals & Mining ETF
XME
$4.28B
$45K 0.02%
1,480
-345
AIT icon
574
Applied Industrial Technologies
AIT
$10.6B
$44K 0.02%
710
-275
DOC icon
575
Healthpeak Properties
DOC
$12.4B
$44K 0.02%
1,395
+10
21 22
23
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