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
701
$10K ﹤0.01%
725
-170
702
$10K ﹤0.01%
1,024
703
$10K ﹤0.01%
180
-40
704
$10K ﹤0.01%
520
705
$10K ﹤0.01%
810
-310
706
$10K ﹤0.01%
410
+90
707
$10K ﹤0.01%
125
708
$9K ﹤0.01%
475
709
$9K ﹤0.01%
340
-25,457
710
$9K ﹤0.01%
275
-33
711
$9K ﹤0.01%
120
712
$8K ﹤0.01%
275
713
$8K ﹤0.01%
560
714
$8K ﹤0.01%
274
715
$8K ﹤0.01%
455
716
$7K ﹤0.01%
645
717
$6K ﹤0.01%
225
-25
718
$6K ﹤0.01%
+490
719
$5K ﹤0.01%
220
-25
720
$4K ﹤0.01%
40
-15,790
721
$4K ﹤0.01%
43
-3,282
722
$3K ﹤0.01%
64
723
$2K ﹤0.01%
28
724
$1K ﹤0.01%
75
725
$1K ﹤0.01%
105
-117
27 28
29
30 31