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IPC

Independent Portfolio Consultants Portfolio holdings

AUM $241M
1-Year Est. Return 21.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$489M
AUM Growth
-$7.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,261
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$2.66M
3
+$1.91M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.83M
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.79M

Top Sells

1
+$4.71M
2
+$4.37M
3
+$3.22M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$2.84M
5
DTV
DIRECTV COM STK (DE)
DTV
+$2.34M

Sector Composition

1 Consumer Discretionary 14.21%
2 Industrials 13.74%
3 Financials 12.14%
4 Technology 10.69%
5 Healthcare 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$21K ﹤0.01%
140
+52
677
$21K ﹤0.01%
100
-265
678
$21K ﹤0.01%
390
+170
679
$21K ﹤0.01%
110
680
$20K ﹤0.01%
635
+295
681
$19K ﹤0.01%
+350
682
$19K ﹤0.01%
374
+70
683
$19K ﹤0.01%
+445
684
$18K ﹤0.01%
390
+180
685
$18K ﹤0.01%
355
-2,070
686
$18K ﹤0.01%
405
+195
687
$18K ﹤0.01%
150
+55
688
$18K ﹤0.01%
+365
689
$17K ﹤0.01%
670
+315
690
$17K ﹤0.01%
240
+75
691
$17K ﹤0.01%
2,520
+1,205
692
$16K ﹤0.01%
+391
693
$16K ﹤0.01%
137
+17
694
$16K ﹤0.01%
710
+335
695
$16K ﹤0.01%
1,490
+695
696
$15K ﹤0.01%
+427
697
$15K ﹤0.01%
+320
698
$15K ﹤0.01%
535
+185
699
$15K ﹤0.01%
330
700
$15K ﹤0.01%
87
+12
26 27
28
29 30