IPC
Independent Portfolio Consultants Portfolio holdings
AUM
$241M
1-Year Return
21.8%
This Quarter Return
+3.51%
1 Year Return
+21.8%
3 Year Return
+32.36%
5 Year Return
–
10 Year Return
–
AUM
$241M
AUM Growth
-$48.6M
(-17%)
Cap. Flow
-$57M
Cap. Flow
% of AUM
-23.66%
Top 10 Holdings %
Top 10 Hldgs %
14.18%
Holding
876
New
76
Increased
143
Reduced
518
Closed
91
Top Buys
| 1 |
ProShares Short QQQ
PSQ
|
+$1.71M |
| 2 |
Citigroup
C
|
+$1.56M |
| 3 |
Lennar Class A
LEN
|
+$1.45M |
| 4 |
Bank of America
BAC
|
+$1.07M |
| 5 |
AGN
Allergan plc
AGN
|
+$1.05M |
Top Sells
| 1 |
ProShares Trust Short MSCI EAFE
EFZ
|
+$1.28M |
| 2 |
Philip Morris
PM
|
+$1.23M |
| 3 |
NVR
NVR
|
+$1.2M |
| 4 |
Western Union
WU
|
+$1.16M |
| 5 |
CBI
Chicago Bridge & Iron Nv
CBI
|
+$1.15M |
Sector Composition
| 1 | Financials | 17.05% |
| 2 | Industrials | 12.31% |
| 3 | Consumer Discretionary | 10.87% |
| 4 | Technology | 10.71% |
| 5 | Healthcare | 9.98% |
