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
$489M
AUM Growth
-$7.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,261
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.65M
3
+$1.92M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.83M
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.71M

Top Sells

1
+$4.71M
2
+$4.37M
3
+$3.28M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$2.84M
5
DTV
DIRECTV COM STK (DE)
DTV
+$2.31M

Sector Composition

1 Consumer Discretionary 14.21%
2 Industrials 13.74%
3 Financials 12.14%
4 Technology 10.69%
5 Healthcare 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$63K 0.01%
1,310
+110
577
$63K 0.01%
1,908
-1,038
578
$63K 0.01%
2,422
-977
579
$63K 0.01%
1,530
+30
580
$63K 0.01%
+4,460
581
$62K 0.01%
1,065
-20
582
$62K 0.01%
810
+45
583
$61K 0.01%
1,430
-295
584
$61K 0.01%
1,235
-260
585
$60K 0.01%
2,420
+50
586
$60K 0.01%
435
+277
587
$60K 0.01%
710
-150
588
$60K 0.01%
1,635
-425
589
$59K 0.01%
677
-340
590
$59K 0.01%
1,965
-1,125
591
$59K 0.01%
2,330
+50
592
$58K 0.01%
+895
593
$57K 0.01%
1,498
+1,203
594
$57K 0.01%
1,005
-170
595
$57K 0.01%
1,307
-672
596
$57K 0.01%
3,020
+1,280
597
$56K 0.01%
1,171
-524
598
$56K 0.01%
+1,300
599
$56K 0.01%
1,475
-340
600
$56K 0.01%
+2,520
22 23
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