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
$497M
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,144
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$4.87M
3
+$4.26M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.15M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.74M

Top Sells

1
+$3.59M
2
+$3.02M
3
+$2.78M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.33M
5
PG icon
Procter & Gamble
PG
+$1.28M

Sector Composition

1 Industrials 13.28%
2 Consumer Discretionary 12.16%
3 Financials 11.65%
4 Technology 11.37%
5 Healthcare 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$12K ﹤0.01%
330
+60
702
$12K ﹤0.01%
+88
703
$12K ﹤0.01%
145
+115
704
$12K ﹤0.01%
165
+30
705
$12K ﹤0.01%
255
+50
706
$12K ﹤0.01%
+75
707
$11K ﹤0.01%
120
+95
708
$11K ﹤0.01%
+295
709
$11K ﹤0.01%
522
-10,589
710
$11K ﹤0.01%
+445
711
$11K ﹤0.01%
340
+60
712
$11K ﹤0.01%
29
+5
713
$11K ﹤0.01%
95
-3,600
714
$11K ﹤0.01%
300
+50
715
$10K ﹤0.01%
171
+74
716
$10K ﹤0.01%
145
+23
717
$10K ﹤0.01%
270
-3,065
718
$10K ﹤0.01%
76
+19
719
$10K ﹤0.01%
390
+80
720
$10K ﹤0.01%
350
+60
721
$10K ﹤0.01%
1,315
+250
722
$10K ﹤0.01%
370
+60
723
$10K ﹤0.01%
330
+60
724
$9K ﹤0.01%
+795
725
$9K ﹤0.01%
210
+40
27 28
29
30 31