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
$337M
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$1.92M
3
+$1.86M
4
RWM icon
ProShares Short Russell2000
RWM
+$1.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.56M

Top Sells

1
+$7.03M
2
+$5.36M
3
+$4.54M
4
AMZN icon
Amazon
AMZN
+$3.51M
5
AAPL icon
Apple
AAPL
+$3.42M

Sector Composition

1 Consumer Discretionary 13.25%
2 Industrials 13.09%
3 Financials 11.18%
4 Technology 9.68%
5 Healthcare 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$41K 0.01%
+1,250
602
$41K 0.01%
340
-190
603
$41K 0.01%
21,990
-4,950
604
$41K 0.01%
4,915
605
$40K 0.01%
1,340
+800
606
$40K 0.01%
460
+280
607
$40K 0.01%
404
+241
608
$40K 0.01%
939
609
$40K 0.01%
+1,835
610
$39K 0.01%
285
611
$39K 0.01%
+2,875
612
$39K 0.01%
860
613
$38K 0.01%
+755
614
$37K 0.01%
1,291
-32,415
615
$37K 0.01%
1,485
616
$37K 0.01%
1,105
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617
$36K 0.01%
815
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618
$36K 0.01%
1,105
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$36K 0.01%
405
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$36K 0.01%
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621
$35K 0.01%
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$35K 0.01%
175
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623
$35K 0.01%
1,550
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624
$35K 0.01%
765
+285
625
$34K 0.01%
715
-125
23 24
25
26 27