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
$241M
AUM Growth
-$48.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
876
New
Increased
Reduced
Closed

Top Buys

1 +$1.71M
2 +$1.56M
3 +$1.45M
4
BAC icon
Bank of America
BAC
+$1.07M
5
AGN
Allergan plc
AGN
+$1.05M

Top Sells

1 +$1.28M
2 +$1.23M
3 +$1.2M
4
WU icon
Western Union
WU
+$1.16M
5
CBI
Chicago Bridge & Iron Nv
CBI
+$1.15M

Sector Composition

1 Financials 17.05%
2 Industrials 12.31%
3 Consumer Discretionary 10.87%
4 Technology 10.71%
5 Healthcare 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CBZ icon
676
CBIZ
CBZ
$2.74B
$12K 0.01%
+800
CORT icon
677
Corcept Therapeutics
CORT
$8.77B
$12K 0.01%
+1,020
DXC icon
678
DXC Technology
DXC
$2.4B
$12K 0.01%
+178
EVR icon
679
Evercore
EVR
$12.6B
$12K 0.01%
175
-440
FARM icon
680
Farmer Brothers
FARM
$33.1M
$12K 0.01%
385
FFIN icon
681
First Financial Bankshares
FFIN
$4.52B
$12K 0.01%
+560
FXL icon
682
First Trust Technology AlphaDEX Fund
FXL
$1.43B
$12K 0.01%
+270
FXO icon
683
First Trust Financials AlphaDEX Fund
FXO
$2.14B
$12K 0.01%
+410
HEES
684
DELISTED
H&E Equipment Services
HEES
$12K 0.01%
570
-10
PLCE icon
685
Children's Place
PLCE
$169M
$12K 0.01%
115
-285
RMAX icon
686
RE/MAX Holdings
RMAX
$163M
$12K 0.01%
215
SYY icon
687
Sysco
SYY
$35.4B
$12K 0.01%
235
-20
TMHC icon
688
Taylor Morrison
TMHC
$6.28B
$12K 0.01%
+495
TNL icon
689
Travel + Leisure Co
TNL
$4.45B
$12K 0.01%
275
-22
VAC icon
690
Marriott Vacations Worldwide
VAC
$1.91B
$12K 0.01%
100
-275
ZBRA icon
691
Zebra Technologies
ZBRA
$13B
$12K 0.01%
+124
EV
692
DELISTED
Eaton Vance Corp.
EV
$12K 0.01%
+255
STMP
693
DELISTED
Stamps.com, Inc.
STMP
$12K 0.01%
+79
ADTN icon
694
Adtran
ADTN
$657M
$11K ﹤0.01%
535
-10
BK icon
695
Bank of New York Mellon
BK
$78.8B
$11K ﹤0.01%
220
-20
CE icon
696
Celanese
CE
$4.62B
$11K ﹤0.01%
115
-10
DAN icon
697
Dana Inc
DAN
$2.65B
$11K ﹤0.01%
505
-1,290
EEMV icon
698
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.79B
$11K ﹤0.01%
200
-135
ENS icon
699
EnerSys
ENS
$5.35B
$11K ﹤0.01%
145
-395
ETN icon
700
Eaton
ETN
$128B
$11K ﹤0.01%
+145