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
$290M
AUM Growth
-$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
958
New
Increased
Reduced
Closed

Top Buys

1 +$1.91M
2 +$1.82M
3 +$1.39M
4
EVHC
Envision Healthcare Holdings Inc
EVHC
+$1.25M
5
SH icon
ProShares Short S&P500
SH
+$1.21M

Top Sells

1 +$2.07M
2 +$1.75M
3 +$1.67M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$1.63M
5
BAC icon
Bank of America
BAC
+$1.48M

Sector Composition

1 Industrials 13.9%
2 Financials 13.15%
3 Technology 11.24%
4 Consumer Discretionary 11.12%
5 Healthcare 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GDOT icon
576
Green Dot
GDOT
$671M
$44K 0.02%
+1,310
ICUI icon
577
ICU Medical
ICUI
$3.86B
$44K 0.02%
285
-110
PAG icon
578
Penske Automotive Group
PAG
$10.8B
$44K 0.02%
+935
PLXS icon
579
Plexus
PLXS
$4.85B
$44K 0.02%
765
-290
NUVA
580
DELISTED
NuVasive, Inc.
NUVA
$44K 0.02%
595
-325
COTV
581
DELISTED
Cotiviti Holdings, Inc.
COTV
$44K 0.02%
+1,060
ENS icon
582
EnerSys
ENS
$6.21B
$43K 0.01%
540
-205
TEF icon
583
Telefonica
TEF
$21.5B
$43K 0.01%
4,777
-2,110
TEVA icon
584
Teva Pharmaceuticals
TEVA
$36.4B
$43K 0.01%
1,325
-288
CPS icon
585
Cooper-Standard Automotive
CPS
$553M
$42K 0.01%
+375
BP icon
586
BP
BP
$90.9B
$42K 0.01%
1,389
-649
FCG icon
587
First Trust Natural Gas ETF
FCG
$461M
$42K 0.01%
+1,705
LNG icon
588
Cheniere Energy
LNG
$44.5B
$41K 0.01%
860
-790
PXD
589
DELISTED
Pioneer Natural Resource Co.
PXD
$41K 0.01%
220
+216
PFPT
590
DELISTED
Proofpoint, Inc.
PFPT
$41K 0.01%
+545
AEG icon
591
Aegon
AEG
$11.6B
$40K 0.01%
10,016
-4,472
B
592
Barrick Mining
B
$82.2B
$40K 0.01%
2,090
-885
XOP icon
593
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$2.04B
$40K 0.01%
270
-149
IMPV
594
DELISTED
Imperva, Inc.
IMPV
$40K 0.01%
+965
HOMB icon
595
Home BancShares
HOMB
$5.68B
$39K 0.01%
1,450
-550
ROP icon
596
Roper Technologies
ROP
$44.8B
$39K 0.01%
190
-110
CEO
597
DELISTED
CNOOC Limited
CEO
$39K 0.01%
324
-155
GD icon
598
General Dynamics
GD
$99.2B
$38K 0.01%
205
-20
IBB icon
599
iShares Biotechnology ETF
IBB
$8.44B
$38K 0.01%
+390
ROCK icon
600
Gibraltar Industries
ROCK
$1.68B
$38K 0.01%
+925