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
$337M
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$1.92M
3
+$1.86M
4
RWM icon
ProShares Short Russell2000
RWM
+$1.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.56M

Top Sells

1
+$7.03M
2
+$5.36M
3
+$4.54M
4
AMZN icon
Amazon
AMZN
+$3.51M
5
AAPL icon
Apple
AAPL
+$3.42M

Sector Composition

1 Consumer Discretionary 13.25%
2 Industrials 13.09%
3 Financials 11.18%
4 Technology 9.68%
5 Healthcare 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.72M 0.51%
27,792
-19,355
52
$1.68M 0.5%
15,065
-7,275
53
$1.67M 0.49%
21,626
-13,771
54
$1.66M 0.49%
17,137
-7,300
55
$1.63M 0.48%
41,999
-66,225
56
$1.62M 0.48%
28,889
-12,771
57
$1.59M 0.47%
55,559
-23,775
58
$1.55M 0.46%
31,825
-3,555
59
$1.54M 0.46%
8,310
-3,695
60
$1.52M 0.45%
13,750
+11,615
61
$1.52M 0.45%
33,053
-3,016
62
$1.52M 0.45%
925
-610
63
$1.52M 0.45%
17,544
-9,840
64
$1.5M 0.45%
38,555
-26,719
65
$1.5M 0.44%
172,812
-68,610
66
$1.45M 0.43%
108,505
-28,430
67
$1.44M 0.43%
7,969
-5,780
68
$1.43M 0.42%
83,560
-47,200
69
$1.42M 0.42%
23,620
-13,350
70
$1.42M 0.42%
27,040
-15,260
71
$1.41M 0.42%
23,160
-9,610
72
$1.38M 0.41%
17,950
-9,180
73
$1.38M 0.41%
35,460
-19,700
74
$1.37M 0.41%
12,975
+12,280
75
$1.35M 0.4%
44,226
-10,851
1 2
3
4 5