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
$318M
AUM Growth
-$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
798
New
Increased
Reduced
Closed

Top Buys

1 +$5.58M
2 +$5.35M
3 +$2.78M
4
ENZL icon
iShares MSCI New Zealand ETF
ENZL
+$1.98M
5
WFC icon
Wells Fargo
WFC
+$1.16M

Top Sells

1 +$6.51M
2 +$4.81M
3 +$3.3M
4
ADT
ADT Corp
ADT
+$2.35M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.28M

Sector Composition

1 Industrials 12.02%
2 Consumer Discretionary 11.79%
3 Financials 11.27%
4 Technology 10.14%
5 Healthcare 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.31M 0.41%
8,678
+716
52
$1.3M 0.41%
51,930
-12,870
53
$1.3M 0.41%
42,579
-10,855
54
$1.3M 0.41%
11,009
-1,266
55
$1.29M 0.41%
37,360
-4,600
56
$1.29M 0.41%
13,780
+4,590
57
$1.29M 0.41%
8,680
+455
58
$1.29M 0.41%
31,466
+330
59
$1.26M 0.4%
15,088
-6,680
60
$1.24M 0.39%
90,520
-20,475
61
$1.23M 0.39%
10,705
-11,900
62
$1.22M 0.38%
11,534
+170
63
$1.22M 0.38%
16,481
-631
64
$1.2M 0.38%
8,245
-154
65
$1.19M 0.38%
11,871
+99
66
$1.19M 0.37%
15,019
-70
67
$1.17M 0.37%
22,873
-943
68
$1.17M 0.37%
9,995
+2,175
69
$1.16M 0.37%
13,748
-12,815
70
$1.16M 0.36%
17,882
-930
71
$1.16M 0.36%
20,775
-13,000
72
$1.15M 0.36%
12,785
-2,165
73
$1.14M 0.36%
6,121
-122
74
$1.13M 0.36%
16,180
+14,400
75
$1.1M 0.35%
22,398
+1,435