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
$497M
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,144
New
Increased
Reduced
Closed

Top Buys

1
+$5.3M
2
+$4.8M
3
+$4.25M
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$4.13M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.73M

Top Sells

1
+$3.59M
2
+$3.02M
3
+$2.78M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.33M
5
PG icon
Procter & Gamble
PG
+$1.24M

Sector Composition

1 Industrials 13.28%
2 Consumer Discretionary 12.16%
3 Financials 11.65%
4 Technology 11.37%
5 Healthcare 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$9K ﹤0.01%
+795
727
$9K ﹤0.01%
355
+60
728
$8K ﹤0.01%
232
-237
729
$8K ﹤0.01%
210
+40
730
$8K ﹤0.01%
210
+9
731
$8K ﹤0.01%
375
+60
732
$8K ﹤0.01%
145
+23
733
$8K ﹤0.01%
705
-530
734
$7K ﹤0.01%
123
-73
735
$7K ﹤0.01%
+325
736
$7K ﹤0.01%
61
+14
737
$5K ﹤0.01%
50
+10
738
$5K ﹤0.01%
+280
739
$4K ﹤0.01%
+120
740
$4K ﹤0.01%
15
741
$4K ﹤0.01%
+130
742
$3K ﹤0.01%
+180
743
$3K ﹤0.01%
+70
744
$3K ﹤0.01%
+115
745
$3K ﹤0.01%
+45
746
$3K ﹤0.01%
240
+40
747
$3K ﹤0.01%
+160
748
$3K ﹤0.01%
+70
749
$3K ﹤0.01%
+80
750
$3K ﹤0.01%
1
28 29
30
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