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
$371M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$3.02M
3
+$2.78M
4
PNR icon
Pentair
PNR
+$2.18M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.75M

Top Sells

1
+$4.26M
2
+$4.24M
3
+$2.84M
4
URS
URS CORP
URS
+$2.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.92M

Sector Composition

1 Industrials 14.61%
2 Technology 10.8%
3 Consumer Discretionary 9.71%
4 Financials 9.65%
5 Healthcare 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$66K 0.02%
1,175
602
$66K 0.02%
+2,161
603
$66K 0.02%
402
-217
604
$63K 0.02%
+2,685
605
$63K 0.02%
2,220
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606
$63K 0.02%
1,380
-1,570
607
$63K 0.02%
+641
608
$63K 0.02%
1,495
-805
609
$62K 0.02%
450
-60
610
$62K 0.02%
1,815
-240
611
$62K 0.02%
+1,351
612
$62K 0.02%
1,943
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613
$62K 0.02%
860
614
$61K 0.02%
+1,360
615
$60K 0.02%
+880
616
$60K 0.02%
+4,160
617
$59K 0.02%
720
+50
618
$58K 0.02%
+1,725
619
$58K 0.02%
1,200
-1,423
620
$58K 0.02%
+2,530
621
$57K 0.02%
+1,360
622
$56K 0.02%
625
623
$55K 0.01%
576
-50
624
$54K 0.01%
2,365
-305
625
$53K 0.01%
2,615
+1,113
23 24
25
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