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
$500M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,272
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.1M
3
+$2.06M
4
RWM icon
ProShares Short Russell2000
RWM
+$2.01M
5
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$1.91M

Top Sells

1
+$2.19M
2
+$2.08M
3
+$1.84M
4
ORCL icon
Oracle
ORCL
+$1.73M
5
ARG
Airgas Inc
ARG
+$1.56M

Sector Composition

1 Consumer Discretionary 13.39%
2 Industrials 12.83%
3 Financials 12.36%
4 Technology 10.11%
5 Healthcare 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.51M 0.5%
46,414
-9,612
52
$2.48M 0.5%
21,189
+376
53
$2.44M 0.49%
59,430
+2,190
54
$2.42M 0.48%
18,310
+8,895
55
$2.38M 0.48%
132,085
+150
56
$2.37M 0.47%
25,336
+625
57
$2.31M 0.46%
50,094
-7,719
58
$2.31M 0.46%
48,902
+55
59
$2.24M 0.45%
5,539
+123
60
$2.2M 0.44%
55,102
-5,502
61
$2.14M 0.43%
2,918
+6
62
$2.13M 0.43%
34,889
+72
63
$2.12M 0.42%
33,359
+4,770
64
$2.11M 0.42%
21,509
-5,530
65
$2.1M 0.42%
+42,850
66
$2.07M 0.41%
22,152
+13,779
67
$2.06M 0.41%
+48,460
68
$2.05M 0.41%
21,725
-10
69
$2.02M 0.4%
21,194
+1,295
70
$1.99M 0.4%
37,179
-20,487
71
$1.96M 0.39%
12,670
+390
72
$1.94M 0.39%
1,450
+85
73
$1.91M 0.38%
30,227
-6,008
74
$1.91M 0.38%
+83,460
75
$1.9M 0.38%
59,815
+2,582
1 2
3
4 5