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
$489M
AUM Growth
-$7.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,261
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.65M
3
+$1.92M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.83M
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.71M

Top Sells

1
+$4.71M
2
+$4.37M
3
+$3.28M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$2.84M
5
DTV
DIRECTV COM STK (DE)
DTV
+$2.31M

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%
1,786
+11
602
$56K 0.01%
1,335
+20
603
$55K 0.01%
+990
604
$55K 0.01%
4,297
+103
605
$55K 0.01%
1,390
-855
606
$55K 0.01%
501
-6,383
607
$55K 0.01%
591
-79
608
$55K 0.01%
619
-326
609
$55K 0.01%
1,428
+472
610
$55K 0.01%
1,881
-29
611
$54K 0.01%
5,027
-1,097
612
$54K 0.01%
1,073
-202
613
$54K 0.01%
1,299
-1,037
614
$54K 0.01%
595
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615
$53K 0.01%
1,380
-280
616
$53K 0.01%
590
-7,660
617
$52K 0.01%
1,340
-340
618
$51K 0.01%
1,383
-627
619
$51K 0.01%
+608
620
$51K 0.01%
850
621
$50K 0.01%
2,202
-1,228
622
$50K 0.01%
680
-20
623
$49K 0.01%
215
+92
624
$48K 0.01%
990
-5
625
$48K 0.01%
+1,501
23 24
25
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