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
$371M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$3.02M
3
+$2.78M
4
PNR icon
Pentair
PNR
+$2.18M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.75M

Top Sells

1
+$4.26M
2
+$4.24M
3
+$2.84M
4
URS
URS CORP
URS
+$2.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.92M

Sector Composition

1 Industrials 14.61%
2 Technology 10.8%
3 Consumer Discretionary 9.71%
4 Financials 9.65%
5 Healthcare 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$43K 0.01%
+1,635
652
$43K 0.01%
715
653
$42K 0.01%
+820
654
$42K 0.01%
+1,775
655
$42K 0.01%
+1,700
656
$41K 0.01%
+1,225
657
$39K 0.01%
2,575
658
$39K 0.01%
1,340
-1,715
659
$38K 0.01%
+820
660
$38K 0.01%
+900
661
$37K 0.01%
+485
662
$36K 0.01%
+2,647
663
$35K 0.01%
+920
664
$35K 0.01%
+1,860
665
$35K 0.01%
+2,835
666
$33K 0.01%
+710
667
$33K 0.01%
+670
668
$33K 0.01%
2,710
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669
$33K 0.01%
+1,450
670
$32K 0.01%
+2,315
671
$32K 0.01%
947
-1,289
672
$32K 0.01%
900
673
$31K 0.01%
1,660
-2,110
674
$31K 0.01%
+1,725
675
$31K 0.01%
+2,105
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