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
$241M
AUM Growth
-$48.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
876
New
Increased
Reduced
Closed

Top Buys

1 +$1.71M
2 +$1.43M
3 +$1.4M
4
BAC icon
Bank of America
BAC
+$1.03M
5
AGN
Allergan plc
AGN
+$1.02M

Top Sells

1 +$1.28M
2 +$1.21M
3 +$1.2M
4
WU icon
Western Union
WU
+$1.18M
5
CBI
Chicago Bridge & Iron Nv
CBI
+$1.15M

Sector Composition

1 Financials 17.05%
2 Industrials 12.32%
3 Consumer Discretionary 10.87%
4 Technology 10.7%
5 Healthcare 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ADBE icon
651
Adobe
ADBE
$103B
$15K 0.01%
105
-10
APOG icon
652
Apogee Enterprises
APOG
$763M
$15K 0.01%
270
PTC icon
653
PTC
PTC
$16.7B
$15K 0.01%
+265
SMP icon
654
Standard Motor Products
SMP
$831M
$15K 0.01%
280
IPCC
655
DELISTED
Infinity Property & Casualty C
IPCC
$15K 0.01%
155
CDNS icon
656
Cadence Design Systems
CDNS
$91.6B
$14K 0.01%
430
-40
GDOT icon
657
Green Dot
GDOT
$679M
$14K 0.01%
365
-945
IEMG icon
658
iShares Core MSCI Emerging Markets ETF
IEMG
$151B
$14K 0.01%
285
-200
KNSL icon
659
Kinsale Capital Group
KNSL
$8.06B
$14K 0.01%
+385
WIRE
660
DELISTED
Encore Wire Corp
WIRE
$14K 0.01%
335
NTRI
661
DELISTED
NutriSystem, Inc.
NTRI
$14K 0.01%
260
-130
AMSF icon
662
AMERISAFE
AMSF
$563M
$13K 0.01%
220
CHE icon
663
Chemed
CHE
$5.01B
$13K 0.01%
65
-235
GPRE icon
664
Green Plains
GPRE
$1.13B
$13K 0.01%
620
+115
ICUI icon
665
ICU Medical
ICUI
$3.18B
$13K 0.01%
75
-210
IPAR icon
666
Interparfums
IPAR
$2.95B
$13K 0.01%
360
-15,205
TSE
667
DELISTED
Trinseo
TSE
$13K 0.01%
190
-495
NUVA
668
DELISTED
NuVasive, Inc.
NUVA
$13K 0.01%
165
-430
CUB
669
DELISTED
Cubic Corporation
CUB
$13K 0.01%
270
+35
VIAB
670
DELISTED
Viacom Inc. Class B
VIAB
$13K 0.01%
385
-165
IMPV
671
DELISTED
Imperva, Inc.
IMPV
$13K 0.01%
270
-695
AEIS icon
672
Advanced Energy
AEIS
$14.3B
$12K 0.01%
185
-550
AIT icon
673
Applied Industrial Technologies
AIT
$10.8B
$12K 0.01%
200
-510
BANF icon
674
BancFirst
BANF
$3.83B
$12K 0.01%
240
BAX icon
675
Baxter International
BAX
$9.45B
$12K 0.01%
205
-20