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
$371M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$3.02M
3
+$2.78M
4
PNR icon
Pentair
PNR
+$2.18M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.75M

Top Sells

1
+$4.26M
2
+$4.24M
3
+$2.84M
4
URS
URS CORP
URS
+$2.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.92M

Sector Composition

1 Industrials 14.61%
2 Technology 10.8%
3 Consumer Discretionary 9.71%
4 Financials 9.65%
5 Healthcare 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$78K 0.02%
1,930
-2,010
577
$78K 0.02%
+2,196
578
$77K 0.02%
917
-708
579
$77K 0.02%
6,380
-25,860
580
$76K 0.02%
3,035
-3,580
581
$75K 0.02%
1,918
-1,723
582
$75K 0.02%
4,021
+3,021
583
$75K 0.02%
585
584
$75K 0.02%
1,085
+160
585
$73K 0.02%
+645
586
$73K 0.02%
+4,125
587
$73K 0.02%
2,920
+1,265
588
$72K 0.02%
1,385
+170
589
$72K 0.02%
+7,455
590
$72K 0.02%
2,835
-3,009
591
$72K 0.02%
+1,350
592
$71K 0.02%
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593
$71K 0.02%
1,879
-567
594
$70K 0.02%
+865
595
$70K 0.02%
+2,415
596
$69K 0.02%
1,660
597
$69K 0.02%
5,478
+1,803
598
$69K 0.02%
+768
599
$68K 0.02%
345
+245
600
$67K 0.02%
+755
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