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
$318M
AUM Growth
-$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
798
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$5.35M
3
+$2.78M
4
ENZL icon
iShares MSCI New Zealand ETF
ENZL
+$1.98M
5
WFC icon
Wells Fargo
WFC
+$1.16M

Top Sells

1
+$6.51M
2
+$4.81M
3
+$3.3M
4
ADT
ADT Corp
ADT
+$2.35M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.28M

Sector Composition

1 Industrials 12.02%
2 Consumer Discretionary 11.79%
3 Financials 11.27%
4 Technology 10.14%
5 Healthcare 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$13K ﹤0.01%
540
677
$13K ﹤0.01%
1,700
678
$13K ﹤0.01%
260
679
$12K ﹤0.01%
480
-60
680
$12K ﹤0.01%
780
+200
681
$12K ﹤0.01%
285
-80
682
$12K ﹤0.01%
100
-10
683
$12K ﹤0.01%
320
684
$12K ﹤0.01%
182
-19
685
$12K ﹤0.01%
200
-35
686
$12K ﹤0.01%
485
687
$11K ﹤0.01%
+115
688
$11K ﹤0.01%
350
689
$11K ﹤0.01%
565
-285
690
$11K ﹤0.01%
32
-9
691
$11K ﹤0.01%
+1,225
692
$11K ﹤0.01%
125
693
$11K ﹤0.01%
390
-50
694
$11K ﹤0.01%
280
695
$10K ﹤0.01%
1,178
-84,020
696
$10K ﹤0.01%
260
-30
697
$10K ﹤0.01%
185
-1,095
698
$10K ﹤0.01%
65
-5
699
$10K ﹤0.01%
275
-35
700
$10K ﹤0.01%
155
-20
26 27
28
29 30