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
701
$11K ﹤0.01%
+485
702
$11K ﹤0.01%
300
703
$11K ﹤0.01%
300
704
$11K ﹤0.01%
305
-40
705
$11K ﹤0.01%
90
+20
706
$11K ﹤0.01%
250
707
$11K ﹤0.01%
180
708
$10K ﹤0.01%
595
709
$10K ﹤0.01%
265
710
$10K ﹤0.01%
308
711
$10K ﹤0.01%
195
712
$10K ﹤0.01%
350
-210
713
$10K ﹤0.01%
65
714
$10K ﹤0.01%
190
715
$10K ﹤0.01%
2,935
716
$10K ﹤0.01%
1,105
-665
717
$9K ﹤0.01%
370
718
$9K ﹤0.01%
470
719
$9K ﹤0.01%
250
720
$9K ﹤0.01%
245
-3,565
721
$9K ﹤0.01%
760
722
$9K ﹤0.01%
455
723
$9K ﹤0.01%
960
724
$8K ﹤0.01%
+112
725
$8K ﹤0.01%
615
27 28
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