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
$489M
AUM Growth
-$7.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,261
New
Increased
Reduced
Closed

Top Sells

1 +$4.71M
2 +$4.37M
3 +$3.28M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$2.84M
5
DTV
DIRECTV COM STK (DE)
DTV
+$2.31M

Sector Composition

1 Consumer Discretionary 14.21%
2 Industrials 13.74%
3 Financials 12.14%
4 Technology 10.69%
5 Healthcare 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$2.66M 0.54%
22,344
-561
52
$2.64M 0.54%
23,239
-156
53
$2.62M 0.54%
27,642
-117
54
$2.58M 0.53%
58,270
-1,570
55
$2.56M 0.52%
50,986
-10
56
$2.45M 0.5%
44,738
-951
57
$2.44M 0.5%
57,813
+2,826
58
$2.44M 0.5%
48,847
-26,670
59
$2.31M 0.47%
42,249
+1,020
60
$2.31M 0.47%
7,768
-429
61
$2.31M 0.47%
39,385
+13,257
62
$2.29M 0.47%
36,235
+2,146
63
$2.29M 0.47%
5,416
+20
64
$2.28M 0.47%
57,240
+48,170
65
$2.28M 0.47%
60,604
+1,567
66
$2.24M 0.46%
131,935
-875
67
$2.23M 0.46%
45,182
+2,123
68
$2.21M 0.45%
15,782
+47
69
$2.19M 0.45%
44,179
+2,007
70
$2.17M 0.44%
34,817
-447
71
$2.13M 0.44%
24,711
+1,300
72
$2.12M 0.43%
50,015
+115
73
$2.11M 0.43%
103,442
+6,372
74
$2.09M 0.43%
25,038
+7,154
75
$2.08M 0.43%
21,581
+7,246