IPC
Independent Portfolio Consultants Portfolio holdings
AUM
$241M
1-Year Return
21.8%
This Quarter Return
+4.01%
1 Year Return
+21.8%
3 Year Return
+32.36%
5 Year Return
–
10 Year Return
–
AUM
$337M
AUM Growth
-$123M
(-27%)
Cap. Flow
-$136M
Cap. Flow
% of AUM
-40.38%
Top 10 Holdings %
Top 10 Hldgs %
12.85%
Holding
839
New
59
Increased
165
Reduced
398
Closed
89
Top Buys
| 1 |
iShares Core High Dividend ETF
HDV
|
+$4.38M |
| 2 |
iShares Russell Mid-Cap ETF
IWR
|
+$1.92M |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$1.86M |
| 4 |
ProShares Short Russell2000
RWM
|
+$1.71M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$1.56M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
+$7.03M |
| 2 |
ProShares Trust Short MSCI Emerging Markets
EUM
|
+$5.36M |
| 3 |
Alerian MLP ETF
AMLP
|
+$4.54M |
| 4 |
Amazon
AMZN
|
+$3.51M |
| 5 |
Apple
AAPL
|
+$3.42M |
Sector Composition
| 1 | Consumer Discretionary | 13.25% |
| 2 | Industrials | 13.09% |
| 3 | Financials | 11.18% |
| 4 | Technology | 9.68% |
| 5 | Healthcare | 9.2% |
