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

Top Buys

1
+$4.98M
2
+$4.87M
3
+$4.26M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.15M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.74M

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
+$1.28M

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%
205
-14
727
$9K ﹤0.01%
188
+32
728
$9K ﹤0.01%
355
+60
729
$8K ﹤0.01%
232
-237
730
$8K ﹤0.01%
210
+40
731
$8K ﹤0.01%
210
+9
732
$8K ﹤0.01%
375
+60
733
$8K ﹤0.01%
145
+23
734
$8K ﹤0.01%
705
-530
735
$7K ﹤0.01%
123
-73
736
$7K ﹤0.01%
+325
737
$7K ﹤0.01%
61
+14
738
$5K ﹤0.01%
50
+10
739
$5K ﹤0.01%
+280
740
$4K ﹤0.01%
+120
741
$4K ﹤0.01%
15
742
$4K ﹤0.01%
+130
743
$3K ﹤0.01%
+75
744
$3K ﹤0.01%
+70
745
$3K ﹤0.01%
+115
746
$3K ﹤0.01%
+160
747
$3K ﹤0.01%
+70
748
$3K ﹤0.01%
+80
749
$3K ﹤0.01%
1
750
$3K ﹤0.01%
+40
28 29
30
31 32