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
651
$31K 0.01%
485
+263
652
$31K 0.01%
510
-105
653
$31K 0.01%
235
-255
654
$31K 0.01%
273
+155
655
$31K 0.01%
280
+152
656
$30K 0.01%
+214
657
$30K 0.01%
705
+372
658
$29K 0.01%
540
-170
659
$29K 0.01%
2,135
-440
660
$28K 0.01%
626
+421
661
$28K 0.01%
1,029
+515
662
$28K 0.01%
1,248
+923
663
$27K 0.01%
445
+220
664
$27K 0.01%
1,470
+310
665
$27K 0.01%
+608
666
$26K 0.01%
295
-11,774
667
$25K 0.01%
58
+29
668
$25K 0.01%
734
+464
669
$25K 0.01%
+1,740
670
$25K 0.01%
560
+260
671
$25K 0.01%
645
+300
672
$23K ﹤0.01%
855
+220
673
$23K ﹤0.01%
845
+455
674
$23K ﹤0.01%
1,630
+685
675
$23K ﹤0.01%
485
+230
25 26
27
28 29