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

Top Buys

1
+$2.77M
2
+$2.1M
3
+$2.06M
4
RWM icon
ProShares Short Russell2000
RWM
+$2.01M
5
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$1.91M

Top Sells

1
+$2.19M
2
+$2.08M
3
+$1.84M
4
ORCL icon
Oracle
ORCL
+$1.73M
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%
235
-288
677
$32K 0.01%
460
+255
678
$32K 0.01%
489
+442
679
$31K 0.01%
603
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680
$31K 0.01%
455
+420
681
$30K 0.01%
995
-506
682
$30K 0.01%
550
-14,028
683
$30K 0.01%
285
+179
684
$29K 0.01%
315
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685
$28K 0.01%
+120
686
$28K 0.01%
2,540
-5
687
$28K 0.01%
455
-21,626
688
$27K 0.01%
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689
$27K 0.01%
805
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690
$27K 0.01%
1,145
-13,145
691
$27K 0.01%
158
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692
$26K 0.01%
530
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693
$26K 0.01%
540
694
$25K 0.01%
386
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695
$24K ﹤0.01%
+2,334
696
$24K ﹤0.01%
1,180
-4,235
697
$24K ﹤0.01%
+440
698
$24K ﹤0.01%
1,480
+1,445
699
$24K ﹤0.01%
1,560
-180
700
$23K ﹤0.01%
1,219
+712
26 27
28
29 30