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
$319M
AUM Growth
+$1.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
778
New
Increased
Reduced
Closed

Top Buys

1 +$3.67M
2 +$3.1M
3 +$1.93M
4
AMSG
Amsurg Corp
AMSG
+$1.35M
5
PII icon
Polaris
PII
+$1.19M

Top Sells

1 +$5.28M
2 +$3.06M
3 +$2.19M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.51M
5
IHS
IHS INC CL-A COM STK
IHS
+$960K

Sector Composition

1 Industrials 12.49%
2 Financials 12.21%
3 Consumer Discretionary 11.17%
4 Technology 11.16%
5 Healthcare 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.4M 0.44%
10,889
-120
52
$1.36M 0.43%
29,855
-8,615
53
$1.32M 0.41%
8,195
-485
54
$1.32M 0.41%
22,159
-2,211
55
$1.3M 0.41%
8,558
+313
56
$1.3M 0.41%
12,421
+550
57
$1.3M 0.41%
11,525
-630
58
$1.29M 0.4%
22,370
-503
59
$1.28M 0.4%
61,190
-45,685
60
$1.27M 0.4%
31,405
-9,765
61
$1.23M 0.39%
17,095
-1,005
62
$1.23M 0.39%
17,429
+8,647
63
$1.22M 0.38%
15,456
+368
64
$1.22M 0.38%
86,108
+11,180
65
$1.21M 0.38%
43,260
+5,900
66
$1.21M 0.38%
119,106
+2,505
67
$1.2M 0.38%
10,205
-500
68
$1.19M 0.37%
16,760
+279
69
$1.18M 0.37%
16,560
-2,040
70
$1.18M 0.37%
17,221
-1,630
71
$1.18M 0.37%
83,885
-6,635
72
$1.18M 0.37%
13,480
-300
73
$1.17M 0.37%
10,779
-755
74
$1.15M 0.36%
12,830
-918
75
$1.14M 0.36%
14,509
-510