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
$304M
AUM Growth
-$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
882
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$2.06M
3
+$1.12M
4
CVS icon
CVS Health
CVS
+$1.07M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$773K

Top Sells

1
+$3.71M
2
+$3.24M
3
+$3.12M
4
INDA icon
iShares MSCI India ETF
INDA
+$2.78M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.1M

Sector Composition

1 Financials 14.58%
2 Industrials 13.86%
3 Consumer Discretionary 11.94%
4 Technology 11.01%
5 Healthcare 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$11K ﹤0.01%
+215
702
$11K ﹤0.01%
+290
703
$11K ﹤0.01%
1,740
-720
704
$11K ﹤0.01%
275
705
$11K ﹤0.01%
+300
706
$10K ﹤0.01%
297
707
$10K ﹤0.01%
70
708
$10K ﹤0.01%
+11
709
$9K ﹤0.01%
+55
710
$9K ﹤0.01%
+60
711
$9K ﹤0.01%
+100
712
$9K ﹤0.01%
220
713
$9K ﹤0.01%
425
+75
714
$9K ﹤0.01%
450
-11,430
715
$9K ﹤0.01%
+212
716
$8K ﹤0.01%
+147
717
$8K ﹤0.01%
+723
718
$8K ﹤0.01%
270
+50
719
$8K ﹤0.01%
245
720
$8K ﹤0.01%
+710
721
$7K ﹤0.01%
+111
722
$7K ﹤0.01%
+33
723
$7K ﹤0.01%
187
-72
724
$6K ﹤0.01%
+35
725
$6K ﹤0.01%
+81
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