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
$497M
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,144
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$4.87M
3
+$4.26M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.15M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.74M

Top Sells

1
+$3.59M
2
+$3.02M
3
+$2.78M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.33M
5
PG icon
Procter & Gamble
PG
+$1.28M

Sector Composition

1 Industrials 13.28%
2 Consumer Discretionary 12.16%
3 Financials 11.65%
4 Technology 11.37%
5 Healthcare 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$15K ﹤0.01%
+387
677
$15K ﹤0.01%
160
+25
678
$15K ﹤0.01%
222
+38
679
$14K ﹤0.01%
230
+131
680
$14K ﹤0.01%
310
+60
681
$14K ﹤0.01%
333
+57
682
$14K ﹤0.01%
514
+86
683
$14K ﹤0.01%
+1,310
684
$14K ﹤0.01%
304
+141
685
$14K ﹤0.01%
128
+22
686
$14K ﹤0.01%
+65
687
$13K ﹤0.01%
180
-12,066
688
$13K ﹤0.01%
+275
689
$13K ﹤0.01%
+225
690
$13K ﹤0.01%
+395
691
$13K ﹤0.01%
+220
692
$13K ﹤0.01%
110
-323
693
$13K ﹤0.01%
+375
694
$13K ﹤0.01%
540
+295
695
$13K ﹤0.01%
220
+40
696
$13K ﹤0.01%
+120
697
$13K ﹤0.01%
+341
698
$13K ﹤0.01%
118
+8
699
$13K ﹤0.01%
345
+60
700
$13K ﹤0.01%
+125
26 27
28
29 30