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
$304M
AUM Growth
-$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
882
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$2.06M
3
+$1.12M
4
CVS icon
CVS Health
CVS
+$1.07M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$773K

Top Sells

1
+$3.71M
2
+$3.24M
3
+$3.12M
4
INDA icon
iShares MSCI India ETF
INDA
+$2.78M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.1M

Sector Composition

1 Financials 14.58%
2 Industrials 13.86%
3 Consumer Discretionary 11.94%
4 Technology 11.01%
5 Healthcare 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$39K 0.01%
2,659
-394
577
$38K 0.01%
+665
578
$37K 0.01%
1,675
+415
579
$36K 0.01%
367
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800
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581
$33K 0.01%
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582
$33K 0.01%
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583
$32K 0.01%
615
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584
$32K 0.01%
436
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585
$31K 0.01%
1,125
-385
586
$31K 0.01%
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587
$31K 0.01%
1,170
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588
$31K 0.01%
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589
$30K 0.01%
876
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590
$30K 0.01%
300
591
$30K 0.01%
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592
$30K 0.01%
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593
$30K 0.01%
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595
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540
596
$28K 0.01%
1,390
597
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+460
598
$27K 0.01%
1,025
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599
$27K 0.01%
375
600
$27K 0.01%
+130
22 23
24
25 26