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
$337M
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$1.92M
3
+$1.86M
4
RWM icon
ProShares Short Russell2000
RWM
+$1.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.56M

Top Sells

1
+$7.03M
2
+$5.36M
3
+$4.54M
4
AMZN icon
Amazon
AMZN
+$3.51M
5
AAPL icon
Apple
AAPL
+$3.42M

Sector Composition

1 Consumer Discretionary 13.25%
2 Industrials 13.09%
3 Financials 11.18%
4 Technology 9.68%
5 Healthcare 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$49K 0.01%
4,277
+2,465
577
$49K 0.01%
3,255
+2,555
578
$49K 0.01%
566
-300
579
$49K 0.01%
445
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580
$48K 0.01%
845
581
$48K 0.01%
4,870
582
$47K 0.01%
979
-135
583
$47K 0.01%
1,242
584
$46K 0.01%
850
585
$46K 0.01%
603
586
$45K 0.01%
616
-260
587
$45K 0.01%
1,340
588
$45K 0.01%
1,480
-75
589
$44K 0.01%
1,715
-10
590
$44K 0.01%
345
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591
$43K 0.01%
355
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592
$43K 0.01%
23,120
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593
$43K 0.01%
1,421
594
$42K 0.01%
+2,185
595
$42K 0.01%
960
596
$42K 0.01%
455
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597
$42K 0.01%
540
598
$42K 0.01%
611
599
$42K 0.01%
510
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600
$41K 0.01%
1,972
22 23
24
25 26