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
$304M
AUM Growth
-$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
882
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$2.06M
3
+$1.12M
4
CVS icon
CVS Health
CVS
+$1.07M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$773K

Top Sells

1
+$3.71M
2
+$3.24M
3
+$3.12M
4
INDA icon
iShares MSCI India ETF
INDA
+$2.78M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.1M

Sector Composition

1 Financials 14.58%
2 Industrials 13.86%
3 Consumer Discretionary 11.94%
4 Technology 11.01%
5 Healthcare 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$16K 0.01%
1,440
-775
652
$16K 0.01%
260
+60
653
$15K ﹤0.01%
233
-632
654
$15K ﹤0.01%
2,480
655
$15K ﹤0.01%
528
+48
656
$15K ﹤0.01%
203
+28
657
$15K ﹤0.01%
142
-891
658
$15K ﹤0.01%
445
-180
659
$15K ﹤0.01%
375
660
$15K ﹤0.01%
505
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661
$15K ﹤0.01%
+345
662
$15K ﹤0.01%
280
+55
663
$15K ﹤0.01%
335
+80
664
$15K ﹤0.01%
65
665
$14K ﹤0.01%
139
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666
$14K ﹤0.01%
+161
667
$14K ﹤0.01%
+359
668
$14K ﹤0.01%
+184
669
$14K ﹤0.01%
31
+6
670
$14K ﹤0.01%
524
-103,915
671
$14K ﹤0.01%
480
-25
672
$14K ﹤0.01%
725
-295
673
$14K ﹤0.01%
1,005
-9,810
674
$14K ﹤0.01%
400
+80
675
$14K ﹤0.01%
155
+30
25 26
27
28 29