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
$497M
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,144
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$4.87M
3
+$4.26M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.15M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.74M

Top Sells

1
+$3.59M
2
+$3.02M
3
+$2.78M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.33M
5
PG icon
Procter & Gamble
PG
+$1.28M

Sector Composition

1 Industrials 13.28%
2 Consumer Discretionary 12.16%
3 Financials 11.65%
4 Technology 11.37%
5 Healthcare 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$72K 0.01%
10,505
-42,760
577
$72K 0.01%
1,145
+60
578
$72K 0.01%
1,500
+600
579
$71K 0.01%
+2,245
580
$71K 0.01%
2,685
581
$71K 0.01%
585
-2,550
582
$71K 0.01%
2,125
+780
583
$70K 0.01%
860
584
$70K 0.01%
+2,060
585
$69K 0.01%
1,680
+760
586
$69K 0.01%
910
+330
587
$68K 0.01%
450
588
$68K 0.01%
3,770
+2,210
589
$68K 0.01%
1,860
-12,005
590
$68K 0.01%
1,215
-13,415
591
$67K 0.01%
2,370
-20
592
$67K 0.01%
1,815
593
$67K 0.01%
2,975
-33,780
594
$66K 0.01%
1,725
595
$66K 0.01%
1,160
-4,715
596
$66K 0.01%
2,235
597
$65K 0.01%
+1,341
598
$64K 0.01%
1,175
599
$64K 0.01%
3,870
+1,555
600
$64K 0.01%
576
22 23
24
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