IPC

Independent Portfolio Consultants Portfolio holdings

AUM $241M
1-Year Est. Return 21.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$489M
AUM Growth
-$7.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,261
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$2.66M
3
+$1.91M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.83M
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.79M

Top Sells

1
+$4.71M
2
+$4.37M
3
+$3.22M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$2.84M
5
DTV
DIRECTV COM STK (DE)
DTV
+$2.34M

Sector Composition

1 Consumer Discretionary 14.21%
2 Industrials 13.74%
3 Financials 12.14%
4 Technology 10.69%
5 Healthcare 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$56K 0.01%
1,335
+20
602
$55K 0.01%
501
-6,383
603
$55K 0.01%
591
-79
604
$55K 0.01%
41
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605
$55K 0.01%
1,428
+472
606
$55K 0.01%
1,881
-29
607
$55K 0.01%
+990
608
$55K 0.01%
4,297
+103
609
$55K 0.01%
1,390
-855
610
$54K 0.01%
5,027
-1,097
611
$54K 0.01%
1,073
-202
612
$54K 0.01%
1,299
-1,037
613
$54K 0.01%
595
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$53K 0.01%
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615
$53K 0.01%
590
-7,660
616
$52K 0.01%
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617
$51K 0.01%
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618
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619
$51K 0.01%
850
620
$50K 0.01%
2,202
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621
$50K 0.01%
680
-20
622
$49K 0.01%
215
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623
$48K 0.01%
990
-5
624
$48K 0.01%
+1,501
625
$48K 0.01%
385
-201
23 24
25
26 27