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
$489M
AUM Growth
-$7.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,261
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.65M
3
+$1.92M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.83M
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.71M

Top Sells

1
+$4.71M
2
+$4.37M
3
+$3.28M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$2.84M
5
DTV
DIRECTV COM STK (DE)
DTV
+$2.31M

Sector Composition

1 Consumer Discretionary 14.21%
2 Industrials 13.74%
3 Financials 12.14%
4 Technology 10.69%
5 Healthcare 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$10K ﹤0.01%
90
+40
727
$10K ﹤0.01%
+654
728
$9K ﹤0.01%
+146
729
$9K ﹤0.01%
+524
730
$9K ﹤0.01%
+50
731
$9K ﹤0.01%
+119
732
$9K ﹤0.01%
+130
733
$9K ﹤0.01%
+270
734
$9K ﹤0.01%
67
+6
735
$8K ﹤0.01%
+136
736
$8K ﹤0.01%
+113
737
$8K ﹤0.01%
188
738
$8K ﹤0.01%
30
+15
739
$8K ﹤0.01%
+95
740
$8K ﹤0.01%
+45
741
$7K ﹤0.01%
70
-50
742
$7K ﹤0.01%
+72
743
$7K ﹤0.01%
+164
744
$7K ﹤0.01%
+90
745
$7K ﹤0.01%
+372
746
$7K ﹤0.01%
+164
747
$7K ﹤0.01%
+115
748
$7K ﹤0.01%
+55
749
$7K ﹤0.01%
+115
750
$7K ﹤0.01%
140
-380
28 29
30
31 32