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
$316M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$4.82M
2
+$4.04M
3
+$3.77M
4
MBB icon
iShares MBS ETF
MBB
+$2.94M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.81M

Top Sells

1
+$1.84M
2
+$1.43M
3
+$1.29M
4
TRN icon
Trinity Industries
TRN
+$1.27M
5
ANZ
AUSTRALIA & NW ZEAL ADS(RP5 SH
ANZ
+$1.1M

Sector Composition

1 Industrials 15.23%
2 Technology 9.31%
3 Financials 8.49%
4 Healthcare 8.21%
5 Consumer Discretionary 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.28M 0.41%
9,471
-1,234
52
$1.28M 0.4%
49,485
-6,460
53
$1.27M 0.4%
23,455
-2,935
54
$1.26M 0.4%
10,573
+569
55
$1.25M 0.4%
+32,165
56
$1.25M 0.39%
+4,975
57
$1.25M 0.39%
33,885
+4,600
58
$1.23M 0.39%
127,086
+10,995
59
$1.2M 0.38%
+6,083
60
$1.19M 0.38%
+11,150
61
$1.18M 0.37%
+38,140
62
$1.18M 0.37%
+13,600
63
$1.18M 0.37%
+13,351
64
$1.18M 0.37%
+43,585
65
$1.16M 0.37%
19,560
+8,815
66
$1.16M 0.37%
18,153
-2,306
67
$1.15M 0.36%
26,219
-812
68
$1.15M 0.36%
+39,833
69
$1.15M 0.36%
10,745
+700
70
$1.14M 0.36%
+4,252
71
$1.13M 0.36%
+16,821
72
$1.12M 0.36%
+56,310
73
$1.11M 0.35%
19,894
+3,650
74
$1.11M 0.35%
13,461
+3,700
75
$1.1M 0.35%
+46,380
1 2
3
4 5