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
$371M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$3.02M
3
+$2.78M
4
PNR icon
Pentair
PNR
+$2.18M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.75M

Top Sells

1
+$4.26M
2
+$4.24M
3
+$2.84M
4
URS
URS CORP
URS
+$2.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.92M

Sector Composition

1 Industrials 14.61%
2 Technology 10.8%
3 Consumer Discretionary 9.71%
4 Financials 9.65%
5 Healthcare 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$19K 0.01%
260
-5,143
702
$19K 0.01%
+1,825
703
$18K ﹤0.01%
686
-1,924
704
$18K ﹤0.01%
173
-992
705
$18K ﹤0.01%
325
-2,340
706
$18K ﹤0.01%
375
-490
707
$17K ﹤0.01%
185
708
$17K ﹤0.01%
575
-725
709
$17K ﹤0.01%
270
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710
$17K ﹤0.01%
1,235
-2,415
711
$16K ﹤0.01%
140
-185
712
$16K ﹤0.01%
615
713
$16K ﹤0.01%
137
714
$16K ﹤0.01%
400
-5,330
715
$16K ﹤0.01%
1,005
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716
$16K ﹤0.01%
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$15K ﹤0.01%
360
718
$15K ﹤0.01%
870
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719
$15K ﹤0.01%
124
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720
$15K ﹤0.01%
8
-31
721
$14K ﹤0.01%
355
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722
$14K ﹤0.01%
145
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723
$13K ﹤0.01%
605
-9,695
724
$13K ﹤0.01%
+201
725
$13K ﹤0.01%
320
-430
27 28
29
30 31