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
$337M
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$1.92M
3
+$1.86M
4
RWM icon
ProShares Short Russell2000
RWM
+$1.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.56M

Top Sells

1
+$7.03M
2
+$5.36M
3
+$4.54M
4
AMZN icon
Amazon
AMZN
+$3.51M
5
AAPL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$27K 0.01%
+185
652
$27K 0.01%
+880
653
$27K 0.01%
+620
654
$26K 0.01%
1,520
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655
$26K 0.01%
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$26K 0.01%
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657
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620
658
$26K 0.01%
260
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659
$26K 0.01%
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$25K 0.01%
1,520
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661
$24K 0.01%
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662
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663
$24K 0.01%
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$24K 0.01%
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665
$23K 0.01%
325
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$23K 0.01%
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667
$23K 0.01%
545
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668
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672
$21K 0.01%
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$21K 0.01%
295
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$21K 0.01%
450
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675
$21K 0.01%
+1,915
25 26
27
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