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

Top Buys

1
+$2.74M
2
+$2.65M
3
+$1.92M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.83M
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.71M

Top Sells

1
+$4.71M
2
+$4.37M
3
+$3.28M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$2.84M
5
DTV
DIRECTV COM STK (DE)
DTV
+$2.31M

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
$48K 0.01%
385
-201
627
$46K 0.01%
2,930
-80
628
$46K 0.01%
835
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629
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1,850
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631
$43K 0.01%
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632
$42K 0.01%
501
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633
$41K 0.01%
610
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634
$41K 0.01%
+1,115
635
$41K 0.01%
11,960
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636
$41K 0.01%
825
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637
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638
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+850
639
$36K 0.01%
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640
$36K 0.01%
712
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641
$36K 0.01%
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642
$35K 0.01%
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$35K 0.01%
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644
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390
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645
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646
$33K 0.01%
485
647
$33K 0.01%
+820
648
$32K 0.01%
573
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649
$32K 0.01%
2,925
-450
650
$32K 0.01%
11
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24 25
26
27 28