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
$337M
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$1.92M
3
+$1.86M
4
RWM icon
ProShares Short Russell2000
RWM
+$1.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.56M

Top Sells

1
+$7.03M
2
+$5.36M
3
+$4.54M
4
AMZN icon
Amazon
AMZN
+$3.51M
5
AAPL icon
Apple
AAPL
+$3.42M

Sector Composition

1 Consumer Discretionary 13.25%
2 Industrials 13.09%
3 Financials 11.18%
4 Technology 9.68%
5 Healthcare 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$20K 0.01%
537
-275
677
$20K 0.01%
+903
678
$19K 0.01%
410
-245
679
$18K 0.01%
2,620
680
$17K 0.01%
210
681
$17K 0.01%
290
-170
682
$17K 0.01%
1,525
-75
683
$15K ﹤0.01%
1,085
+410
684
$14K ﹤0.01%
110
685
$14K ﹤0.01%
290
-172
686
$13K ﹤0.01%
195
687
$13K ﹤0.01%
70
688
$12K ﹤0.01%
280
689
$12K ﹤0.01%
290
690
$12K ﹤0.01%
540
691
$12K ﹤0.01%
585
-70
692
$12K ﹤0.01%
310
693
$12K ﹤0.01%
5,175
-265
694
$12K ﹤0.01%
550
695
$12K ﹤0.01%
110
696
$12K ﹤0.01%
36
697
$12K ﹤0.01%
+201
698
$11K ﹤0.01%
250
699
$11K ﹤0.01%
185
-115
700
$11K ﹤0.01%
70
26 27
28
29 30