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
$497M
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,144
New
Increased
Reduced
Closed

Top Sells

1 +$3.59M
2 +$3.02M
3 +$2.78M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.33M
5
PG icon
Procter & Gamble
PG
+$1.28M

Sector Composition

1 Industrials 13.28%
2 Consumer Discretionary 12.16%
3 Financials 11.65%
4 Technology 11.37%
5 Healthcare 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$2.47M 0.5%
45,700
+27,400
52
$2.46M 0.49%
23,395
+14,730
53
$2.45M 0.49%
54,987
+5,442
54
$2.45M 0.49%
50,996
+33,450
55
$2.44M 0.49%
68,792
+45,118
56
$2.44M 0.49%
43,650
+4,825
57
$2.43M 0.49%
27,759
+18,351
58
$2.43M 0.49%
56,939
+26,475
59
$2.4M 0.48%
80,860
+42,865
60
$2.4M 0.48%
59,037
+29,597
61
$2.38M 0.48%
58,118
+37,144
62
$2.36M 0.47%
34,089
+19,691
63
$2.35M 0.47%
27,146
+17,725
64
$2.31M 0.46%
41,229
+23,461
65
$2.3M 0.46%
15,211
-2,075
66
$2.29M 0.46%
49,900
+31,895
67
$2.25M 0.45%
45,756
+7,476
68
$2.25M 0.45%
53,524
+6,578
69
$2.23M 0.45%
20,365
+3,160
70
$2.21M 0.44%
27,121
+3,254
71
$2.16M 0.43%
42,172
+20,532
72
$2.11M 0.42%
8,197
+5,453
73
$2.09M 0.42%
132,810
+87,955
74
$2.09M 0.42%
59,840
+46,315
75
$2.07M 0.42%
27,643
+22,573