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
$371M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$3.02M
3
+$2.78M
4
PNR icon
Pentair
PNR
+$2.18M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.75M

Top Sells

1
+$4.26M
2
+$4.24M
3
+$2.84M
4
URS
URS CORP
URS
+$2.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.92M

Sector Composition

1 Industrials 14.61%
2 Technology 10.8%
3 Consumer Discretionary 9.71%
4 Financials 9.65%
5 Healthcare 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$52K 0.01%
+2,500
627
$52K 0.01%
2,235
628
$51K 0.01%
+3,170
629
$50K 0.01%
+1,740
630
$50K 0.01%
886
+311
631
$50K 0.01%
+745
632
$49K 0.01%
+2,080
633
$49K 0.01%
+435
634
$48K 0.01%
995
635
$48K 0.01%
+2,495
636
$47K 0.01%
+2,560
637
$47K 0.01%
2,384
638
$47K 0.01%
375
-1,605
639
$46K 0.01%
+1,680
640
$46K 0.01%
850
641
$46K 0.01%
+1,235
642
$46K 0.01%
+1,090
643
$45K 0.01%
+1,040
644
$45K 0.01%
+4,200
645
$45K 0.01%
433
-511
646
$45K 0.01%
+580
647
$45K 0.01%
+6,065
648
$44K 0.01%
1,530
-2,330
649
$44K 0.01%
+1,345
650
$43K 0.01%
+1,930
24 25
26
27 28