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
$290M
AUM Growth
-$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
958
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.82M
3
+$1.39M
4
EVHC
Envision Healthcare Holdings Inc
EVHC
+$1.25M
5
SH icon
ProShares Short S&P500
SH
+$1.21M

Top Sells

1
+$2.07M
2
+$1.75M
3
+$1.67M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$1.63M
5
BAC icon
Bank of America
BAC
+$1.48M

Sector Composition

1 Industrials 13.9%
2 Financials 13.15%
3 Technology 11.24%
4 Consumer Discretionary 11.12%
5 Healthcare 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SF icon
51
Stifel
SF
$11.3B
$1.26M 0.43%
37,613
+1,410
EVHC
52
DELISTED
Envision Healthcare Holdings Inc
EVHC
$1.25M 0.43%
+20,375
MRK icon
53
Merck
MRK
$212B
$1.24M 0.43%
20,514
-1,075
ONB icon
54
Old National Bancorp
ONB
$7.78B
$1.24M 0.43%
71,645
+3,275
SH icon
55
ProShares Short S&P500
SH
$1.2B
$1.21M 0.42%
+8,738
NVR icon
56
NVR
NVR
$21.1B
$1.2M 0.41%
570
-320
BA icon
57
Boeing
BA
$161B
$1.17M 0.4%
6,619
+6,564
AGCO icon
58
AGCO
AGCO
$8.03B
$1.16M 0.4%
19,347
-12,139
MUB icon
59
iShares National Muni Bond ETF
MUB
$40.3B
$1.16M 0.4%
10,665
-1,250
MASI icon
60
Masimo
MASI
$7.97B
$1.15M 0.4%
12,330
-8,115
CBI
61
DELISTED
Chicago Bridge & Iron Nv
CBI
$1.15M 0.4%
37,330
-10,580
V icon
62
Visa
V
$664B
$1.14M 0.39%
12,822
+5,741
KO icon
63
Coca-Cola
KO
$295B
$1.14M 0.39%
26,815
+24,515
NCI
64
DELISTED
Navigant Consulting, Inc.
NCI
$1.11M 0.38%
48,390
+2,355
MBFI
65
DELISTED
MB Financial Corp
MBFI
$1.1M 0.38%
25,680
+1,130
DORM icon
66
Dorman Products
DORM
$4.37B
$1.09M 0.38%
13,335
-920
NVS icon
67
Novartis
NVS
$254B
$1.08M 0.37%
16,310
-1,285
IDA icon
68
Idacorp
IDA
$7.34B
$1.08M 0.37%
13,050
+770
EWO icon
69
iShares MSCI Austria ETF
EWO
$105M
$1.07M 0.37%
+58,885
IART icon
70
Integra LifeSciences
IART
$1.17B
$1.07M 0.37%
25,350
+1,200
EWD icon
71
iShares MSCI Sweden ETF
EWD
$323M
$1.07M 0.37%
+33,795
WRK
72
DELISTED
WestRock Company
WRK
$1.06M 0.37%
20,340
-1,386
SLB icon
73
SLB Limited
SLB
$48.7B
$1.05M 0.36%
13,457
-754
UMBF icon
74
UMB Financial
UMBF
$8.26B
$1.05M 0.36%
13,945
+600
IAI icon
75
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.52B
$1.03M 0.36%
+20,140
1 2
3
4 5