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

Top Buys

1
+$5.3M
2
+$4.8M
3
+$4.25M
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$4.13M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.73M

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
+$1.24M

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%
1,145
+60
577
$72K 0.01%
1,500
+600
578
$71K 0.01%
2,685
579
$71K 0.01%
585
-2,550
580
$71K 0.01%
+2,245
581
$71K 0.01%
2,125
+780
582
$70K 0.01%
860
583
$70K 0.01%
+2,060
584
$69K 0.01%
1,680
+760
585
$69K 0.01%
910
+330
586
$68K 0.01%
450
587
$68K 0.01%
3,770
+2,210
588
$68K 0.01%
1,215
-13,415
589
$68K 0.01%
1,860
-12,005
590
$67K 0.01%
2,370
-20
591
$67K 0.01%
1,815
592
$67K 0.01%
2,975
-33,780
593
$66K 0.01%
1,725
594
$66K 0.01%
1,160
-4,715
595
$66K 0.01%
2,235
596
$65K 0.01%
+1,341
597
$64K 0.01%
1,175
598
$64K 0.01%
3,870
+1,555
599
$64K 0.01%
576
600
$63K 0.01%
+9,135
22 23
24
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