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
$500M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,272
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.1M
3
+$2.06M
4
RWM icon
ProShares Short Russell2000
RWM
+$2.01M
5
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$1.91M

Top Sells

1
+$2.19M
2
+$2.08M
3
+$1.84M
4
ORCL icon
Oracle
ORCL
+$1.73M
5
ARG
Airgas Inc
ARG
+$1.56M

Sector Composition

1 Consumer Discretionary 13.39%
2 Industrials 12.83%
3 Financials 12.36%
4 Technology 10.11%
5 Healthcare 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$49K 0.01%
1,340
627
$49K 0.01%
1,765
-116
628
$49K 0.01%
345
+195
629
$49K 0.01%
+1,170
630
$48K 0.01%
4,075
-385
631
$47K 0.01%
545
-63
632
$47K 0.01%
1,759
-663
633
$46K 0.01%
+880
634
$45K 0.01%
2,175
+2,127
635
$45K 0.01%
2,975
+2,878
636
$45K 0.01%
660
-330
637
$45K 0.01%
1,685
+30
638
$44K 0.01%
415
-259
639
$44K 0.01%
255
+205
640
$44K 0.01%
310
+277
641
$43K 0.01%
770
-1,040
642
$43K 0.01%
+985
643
$42K 0.01%
650
-355
644
$42K 0.01%
610
645
$42K 0.01%
1,139
-168
646
$42K 0.01%
4,094
+2,618
647
$42K 0.01%
680
648
$41K 0.01%
865
+585
649
$41K 0.01%
1,120
-746
650
$41K 0.01%
968
-2,613
24 25
26
27 28