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
$497M
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,144
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$4.87M
3
+$4.26M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.15M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.74M

Top Sells

1
+$3.59M
2
+$3.02M
3
+$2.78M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.33M
5
PG icon
Procter & Gamble
PG
+$1.28M

Sector Composition

1 Industrials 13.28%
2 Consumer Discretionary 12.16%
3 Financials 11.65%
4 Technology 11.37%
5 Healthcare 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$33K 0.01%
1,560
-17,670
652
$33K 0.01%
715
-8,045
653
$31K 0.01%
956
+504
654
$30K 0.01%
695
-7,960
655
$29K 0.01%
715
-1,340
656
$29K 0.01%
320
-3,650
657
$29K 0.01%
5,310
-21,625
658
$27K 0.01%
5,049
-86,191
659
$27K 0.01%
615
660
$26K 0.01%
123
+72
661
$26K 0.01%
1,691
-54,274
662
$26K 0.01%
520
663
$25K 0.01%
261
+44
664
$24K ﹤0.01%
635
-7,115
665
$22K ﹤0.01%
2,409
-27,588
666
$22K ﹤0.01%
158
+34
667
$21K ﹤0.01%
1,160
+555
668
$21K ﹤0.01%
110
669
$20K ﹤0.01%
+635
670
$19K ﹤0.01%
85
-930
671
$19K ﹤0.01%
225
+135
672
$17K ﹤0.01%
285
+125
673
$17K ﹤0.01%
945
+160
674
$16K ﹤0.01%
137
675
$16K ﹤0.01%
82
+18
25 26
27
28 29