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
$500M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,272
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.02M
3
+$2.02M
4
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$1.99M
5
REK icon
ProShares Short Real Estate
REK
+$1.96M

Top Sells

1
+$2.27M
2
+$2.08M
3
+$1.87M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.84M
5
ARG
Airgas Inc
ARG
+$1.56M

Sector Composition

1 Consumer Discretionary 13.39%
2 Industrials 12.83%
3 Financials 12.36%
4 Technology 10.11%
5 Healthcare 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$59K 0.01%
+4,915
602
$59K 0.01%
2,919
+1,671
603
$59K 0.01%
1,045
-127
604
$58K 0.01%
2,765
+45
605
$57K 0.01%
1,790
-175
606
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1,300
607
$57K 0.01%
366
-116
608
$57K 0.01%
595
-168
609
$57K 0.01%
1,825
-1,350
610
$56K 0.01%
2,407
-315
611
$56K 0.01%
1,475
612
$56K 0.01%
870
-440
613
$55K 0.01%
1,686
+188
614
$55K 0.01%
1,350
-1,050
615
$54K 0.01%
2,040
616
$54K 0.01%
1,706
-202
617
$53K 0.01%
892
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618
$52K 0.01%
1,506
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619
$51K 0.01%
+299
620
$51K 0.01%
1,660
-126
621
$50K 0.01%
1,060
-5
622
$50K 0.01%
850
623
$50K 0.01%
625
-607
624
$49K 0.01%
1,340
625
$49K 0.01%
+1,170
23 24
25
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