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
$489M
AUM Growth
-$7.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,261
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.65M
3
+$1.92M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.83M
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.71M

Top Sells

1
+$4.71M
2
+$4.37M
3
+$3.28M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$2.84M
5
DTV
DIRECTV COM STK (DE)
DTV
+$2.31M

Sector Composition

1 Consumer Discretionary 14.21%
2 Industrials 13.74%
3 Financials 12.14%
4 Technology 10.69%
5 Healthcare 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$15K ﹤0.01%
368
+27
702
$15K ﹤0.01%
+320
703
$15K ﹤0.01%
535
+185
704
$15K ﹤0.01%
330
705
$15K ﹤0.01%
87
+12
706
$15K ﹤0.01%
148
+23
707
$14K ﹤0.01%
444
+57
708
$14K ﹤0.01%
319
+109
709
$14K ﹤0.01%
205
-2,555
710
$14K ﹤0.01%
507
+132
711
$14K ﹤0.01%
1,476
+166
712
$14K ﹤0.01%
892
-799
713
$13K ﹤0.01%
147
+2
714
$13K ﹤0.01%
+280
715
$13K ﹤0.01%
561
+21
716
$13K ﹤0.01%
1,370
+665
717
$12K ﹤0.01%
70
-585
718
$12K ﹤0.01%
+180
719
$12K ﹤0.01%
+106
720
$11K ﹤0.01%
+135
721
$11K ﹤0.01%
620
-58,490
722
$11K ﹤0.01%
505
+60
723
$11K ﹤0.01%
93
-44
724
$11K ﹤0.01%
52
-30
725
$10K ﹤0.01%
+105
27 28
29
30 31