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
$497M
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,144
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$4.87M
3
+$4.26M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.15M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.74M

Top Sells

1
+$3.59M
2
+$3.02M
3
+$2.78M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.33M
5
PG icon
Procter & Gamble
PG
+$1.28M

Sector Composition

1 Industrials 13.28%
2 Consumer Discretionary 12.16%
3 Financials 11.65%
4 Technology 11.37%
5 Healthcare 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$63K 0.01%
+9,135
602
$62K 0.01%
490
-1,659
603
$62K 0.01%
2,595
+960
604
$61K 0.01%
1,155
-4,690
605
$61K 0.01%
+945
606
$61K 0.01%
1,150
-2,170
607
$61K 0.01%
+1,910
608
$61K 0.01%
+985
609
$60K 0.01%
670
-50
610
$60K 0.01%
1,435
+765
611
$60K 0.01%
820
+370
612
$59K 0.01%
2,500
613
$59K 0.01%
715
614
$59K 0.01%
+1,740
615
$58K 0.01%
+6,124
616
$58K 0.01%
+975
617
$58K 0.01%
1,085
-4,410
618
$58K 0.01%
1,200
619
$57K 0.01%
1,275
-1,550
620
$57K 0.01%
4,194
+1,547
621
$57K 0.01%
1,775
-3,495
622
$56K 0.01%
700
-2,795
623
$56K 0.01%
+1,315
624
$56K 0.01%
1,495
625
$55K 0.01%
765
+280
23 24
25
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