IPC

Independent Portfolio Consultants Portfolio holdings

AUM $241M
1-Year Est. Return 21.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$371M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$4.74M
2
+$2.96M
3
+$2.91M
4
PNR icon
Pentair
PNR
+$2.29M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.72M

Top Sells

1
+$4.26M
2
+$4.24M
3
+$2.84M
4
URS
URS CORP
URS
+$2.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.03M

Sector Composition

1 Industrials 14.61%
2 Technology 10.8%
3 Consumer Discretionary 9.71%
4 Financials 9.65%
5 Healthcare 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$12K ﹤0.01%
+93
727
$11K ﹤0.01%
+135
728
$11K ﹤0.01%
+196
729
$11K ﹤0.01%
+184
730
$11K ﹤0.01%
1,340
-1,765
731
$11K ﹤0.01%
+250
732
$11K ﹤0.01%
428
-321
733
$11K ﹤0.01%
+110
734
$11K ﹤0.01%
329
-418
735
$11K ﹤0.01%
+106
736
$11K ﹤0.01%
317
-3,898
737
$11K ﹤0.01%
+785
738
$11K ﹤0.01%
380
-525
739
$11K ﹤0.01%
+2,070
740
$10K ﹤0.01%
+24
741
$10K ﹤0.01%
+270
742
$10K ﹤0.01%
+64
743
$10K ﹤0.01%
+219
744
$10K ﹤0.01%
+51
745
$10K ﹤0.01%
365
-7,190
746
$10K ﹤0.01%
+276
747
$10K ﹤0.01%
+154
748
$9K ﹤0.01%
164
-1,699
749
$9K ﹤0.01%
+122
750
$9K ﹤0.01%
320
-1,300
28 29
30
31 32