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
$500M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,272
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.02M
3
+$2.02M
4
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$1.99M
5
REK icon
ProShares Short Real Estate
REK
+$1.96M

Top Sells

1
+$2.27M
2
+$2.08M
3
+$1.87M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.84M
5
ARG
Airgas Inc
ARG
+$1.56M

Sector Composition

1 Consumer Discretionary 13.39%
2 Industrials 12.83%
3 Financials 12.36%
4 Technology 10.11%
5 Healthcare 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$32K 0.01%
460
+255
677
$32K 0.01%
489
+442
678
$31K 0.01%
603
-470
679
$31K 0.01%
455
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680
$30K 0.01%
995
-506
681
$30K 0.01%
550
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682
$30K 0.01%
285
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683
$29K 0.01%
315
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684
$28K 0.01%
2,540
-5
685
$28K 0.01%
455
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686
$28K 0.01%
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687
$27K 0.01%
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688
$27K 0.01%
1,145
-13,145
689
$27K 0.01%
158
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690
$27K 0.01%
805
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691
$26K 0.01%
530
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692
$26K 0.01%
540
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$25K 0.01%
386
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$24K ﹤0.01%
1,180
-4,235
695
$24K ﹤0.01%
+440
696
$24K ﹤0.01%
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697
$24K ﹤0.01%
1,480
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698
$24K ﹤0.01%
1,560
-180
699
$23K ﹤0.01%
1,219
+712
700
$23K ﹤0.01%
1,170
-680
26 27
28
29 30