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
$304M
AUM Growth
-$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
882
New
Increased
Reduced
Closed

Top Buys

1 +$2.07M
2 +$2.06M
3 +$1.12M
4
CVS icon
CVS Health
CVS
+$1.07M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$773K

Top Sells

1 +$3.71M
2 +$3.24M
3 +$3.12M
4
INDA icon
iShares MSCI India ETF
INDA
+$2.78M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.1M

Sector Composition

1 Financials 14.58%
2 Industrials 13.86%
3 Consumer Discretionary 11.94%
4 Technology 11.01%
5 Healthcare 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.3M 0.43%
20,916
-1,454
52
$1.3M 0.43%
22,489
+13,386
53
$1.29M 0.42%
11,915
+390
54
$1.27M 0.42%
15,400
-970
55
$1.25M 0.41%
30,597
-808
56
$1.24M 0.41%
68,370
-600
57
$1.23M 0.4%
17,015
+995
58
$1.21M 0.4%
21,589
-570
59
$1.21M 0.4%
36,203
-697
60
$1.21M 0.4%
46,035
-330
61
$1.19M 0.39%
14,211
-298
62
$1.19M 0.39%
17,343
-86
63
$1.19M 0.39%
27,700
-475
64
$1.16M 0.38%
24,550
-315
65
$1.15M 0.38%
17,595
+835
66
$1.14M 0.38%
4,482
+335
67
$1.14M 0.37%
22,339
+135
68
$1.14M 0.37%
7,511
-122
69
$1.13M 0.37%
17,287
+66
70
$1.12M 0.37%
+46,760
71
$1.11M 0.37%
12,302
-1,178
72
$1.1M 0.36%
90,905
+2,209
73
$1.1M 0.36%
21,726
+828
74
$1.08M 0.36%
4,853
+1,071
75
$1.08M 0.36%
53,320
-7,870