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
$489M
AUM Growth
-$7.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,261
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.65M
3
+$1.92M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.83M
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.71M

Top Sells

1
+$4.71M
2
+$4.37M
3
+$3.28M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$2.84M
5
DTV
DIRECTV COM STK (DE)
DTV
+$2.31M

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
$21K ﹤0.01%
695
+325
681
$20K ﹤0.01%
635
+295
682
$19K ﹤0.01%
374
+70
683
$19K ﹤0.01%
+350
684
$19K ﹤0.01%
+445
685
$18K ﹤0.01%
390
+180
686
$18K ﹤0.01%
355
-2,070
687
$18K ﹤0.01%
+365
688
$18K ﹤0.01%
405
+195
689
$18K ﹤0.01%
150
+55
690
$17K ﹤0.01%
2,520
+1,205
691
$17K ﹤0.01%
670
+315
692
$17K ﹤0.01%
240
+75
693
$16K ﹤0.01%
+391
694
$16K ﹤0.01%
710
+335
695
$16K ﹤0.01%
137
+17
696
$16K ﹤0.01%
1,490
+695
697
$15K ﹤0.01%
230
698
$15K ﹤0.01%
275
699
$15K ﹤0.01%
220
700
$15K ﹤0.01%
+427
26 27
28
29 30