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
$371M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$3.02M
3
+$2.78M
4
PNR icon
Pentair
PNR
+$2.18M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.75M

Top Sells

1
+$4.26M
2
+$4.24M
3
+$2.84M
4
URS
URS CORP
URS
+$2.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.92M

Sector Composition

1 Industrials 14.61%
2 Technology 10.8%
3 Consumer Discretionary 9.71%
4 Financials 9.65%
5 Healthcare 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.57M 0.42%
20,740
+15,605
52
$1.53M 0.41%
29,104
+16,940
53
$1.51M 0.41%
15,962
+5,570
54
$1.51M 0.41%
20,207
+9,352
55
$1.49M 0.4%
17,810
-13,800
56
$1.49M 0.4%
42,668
-8,582
57
$1.43M 0.39%
36,200
+2,470
58
$1.43M 0.39%
17,093
+1,083
59
$1.4M 0.38%
11,708
+1,427
60
$1.4M 0.38%
21,640
-3,420
61
$1.38M 0.37%
1,191
+53
62
$1.36M 0.37%
13,387
+7,652
63
$1.33M 0.36%
+38,110
64
$1.3M 0.35%
+87,600
65
$1.29M 0.35%
22,898
-9,880
66
$1.29M 0.35%
29,440
+3,035
67
$1.28M 0.34%
28,906
+24,150
68
$1.26M 0.34%
43,730
-3,970
69
$1.24M 0.33%
24,825
-38,365
70
$1.23M 0.33%
41,409
+4,624
71
$1.23M 0.33%
63,180
+5,350
72
$1.22M 0.33%
26,334
-1,394
73
$1.22M 0.33%
21,554
-140
74
$1.21M 0.33%
+22,755
75
$1.2M 0.32%
45,117
-2,168
1 2
3
4 5