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
$500M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,272
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.1M
3
+$2.06M
4
RWM icon
ProShares Short Russell2000
RWM
+$2.01M
5
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$1.91M

Top Sells

1
+$2.19M
2
+$2.08M
3
+$1.84M
4
ORCL icon
Oracle
ORCL
+$1.73M
5
ARG
Airgas Inc
ARG
+$1.56M

Sector Composition

1 Consumer Discretionary 13.39%
2 Industrials 12.83%
3 Financials 12.36%
4 Technology 10.11%
5 Healthcare 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$17K ﹤0.01%
200
-2,056
727
$17K ﹤0.01%
+140
728
$17K ﹤0.01%
+73
729
$17K ﹤0.01%
+1,375
730
$16K ﹤0.01%
+960
731
$16K ﹤0.01%
180
+160
732
$16K ﹤0.01%
163
+58
733
$16K ﹤0.01%
335
-175
734
$16K ﹤0.01%
41
-93
735
$15K ﹤0.01%
95
-1,285
736
$15K ﹤0.01%
395
+340
737
$15K ﹤0.01%
400
+320
738
$14K ﹤0.01%
210
-20
739
$14K ﹤0.01%
253
-3,714
740
$14K ﹤0.01%
675
+490
741
$14K ﹤0.01%
355
-36
742
$14K ﹤0.01%
+340
743
$13K ﹤0.01%
310
-3,480
744
$13K ﹤0.01%
+200
745
$13K ﹤0.01%
175
-45
746
$13K ﹤0.01%
260
-3,841
747
$13K ﹤0.01%
70
-996
748
$13K ﹤0.01%
790
-840
749
$13K ﹤0.01%
230
-255
750
$12K ﹤0.01%
+960
28 29
30
31 32