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
$497M
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,144
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$4.87M
3
+$4.26M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.15M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.74M

Top Sells

1
+$3.59M
2
+$3.02M
3
+$2.78M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.33M
5
PG icon
Procter & Gamble
PG
+$1.28M

Sector Composition

1 Industrials 13.28%
2 Consumer Discretionary 12.16%
3 Financials 11.65%
4 Technology 11.37%
5 Healthcare 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$54K 0.01%
+2,065
627
$53K 0.01%
1,740
628
$53K 0.01%
2,280
+830
629
$52K 0.01%
2,384
630
$51K 0.01%
11,940
-9,460
631
$51K 0.01%
+915
632
$50K 0.01%
850
633
$50K 0.01%
1,480
+1,125
634
$49K 0.01%
475
-5,375
635
$47K 0.01%
+995
636
$47K 0.01%
6,065
637
$46K 0.01%
3,010
-7,580
638
$45K 0.01%
2,325
+625
639
$45K 0.01%
680
+245
640
$44K 0.01%
1,560
-3,965
641
$42K 0.01%
1,530
642
$41K 0.01%
3,938
-45,150
643
$39K 0.01%
+3,270
644
$39K 0.01%
710
645
$37K 0.01%
535
-6,080
646
$37K 0.01%
+485
647
$36K 0.01%
320
-3,615
648
$36K 0.01%
3,375
-6,580
649
$36K 0.01%
2,575
650
$34K 0.01%
995
24 25
26
27 28