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
$371M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$3.02M
3
+$2.78M
4
PNR icon
Pentair
PNR
+$2.18M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.75M

Top Sells

1
+$4.26M
2
+$4.24M
3
+$2.84M
4
URS
URS CORP
URS
+$2.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.92M

Sector Composition

1 Industrials 14.61%
2 Technology 10.8%
3 Consumer Discretionary 9.71%
4 Financials 9.65%
5 Healthcare 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$31K 0.01%
1,105
-2,098
677
$30K 0.01%
1,340
-1,710
678
$29K 0.01%
+1,070
679
$29K 0.01%
+1,667
680
$29K 0.01%
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681
$28K 0.01%
1,330
-6,070
682
$28K 0.01%
615
683
$27K 0.01%
400
684
$27K 0.01%
+1,645
685
$27K 0.01%
1,110
-1,395
686
$27K 0.01%
450
-445
687
$26K 0.01%
870
-1,105
688
$26K 0.01%
2,600
-2,780
689
$26K 0.01%
1,520
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690
$26K 0.01%
520
691
$25K 0.01%
760
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692
$24K 0.01%
1,550
-1,965
693
$23K 0.01%
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-4
694
$22K 0.01%
469
695
$22K 0.01%
255
696
$21K 0.01%
1,560
-2,000
697
$21K 0.01%
595
-790
698
$20K 0.01%
110
699
$19K 0.01%
+217
700
$19K 0.01%
1,449
-19,258
26 27
28
29 30