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
$489M
AUM Growth
-$7.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,261
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$2.66M
3
+$1.91M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.83M
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.79M

Top Sells

1
+$4.71M
2
+$4.37M
3
+$3.22M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$2.84M
5
DTV
DIRECTV COM STK (DE)
DTV
+$2.34M

Sector Composition

1 Consumer Discretionary 14.21%
2 Industrials 13.74%
3 Financials 12.14%
4 Technology 10.69%
5 Healthcare 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$46K 0.01%
2,930
-80
627
$46K 0.01%
835
+15
628
$43K 0.01%
1,225
-255
629
$43K 0.01%
1,850
-385
630
$43K 0.01%
+565
631
$42K 0.01%
501
+276
632
$41K 0.01%
825
-170
633
$41K 0.01%
1,545
-15
634
$41K 0.01%
610
-1,080
635
$41K 0.01%
+1,115
636
$41K 0.01%
11,960
+20
637
$38K 0.01%
+850
638
$36K 0.01%
367
+207
639
$36K 0.01%
712
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640
$36K 0.01%
+2,545
641
$35K 0.01%
1,490
-2,640
642
$35K 0.01%
5,025
-1,040
643
$34K 0.01%
390
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644
$33K 0.01%
+468
645
$33K 0.01%
485
646
$33K 0.01%
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647
$32K 0.01%
573
+288
648
$32K 0.01%
2,925
-450
649
$32K 0.01%
11
-8
650
$31K 0.01%
273
+155
24 25
26
27 28