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
$337M
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$1.92M
3
+$1.86M
4
RWM icon
ProShares Short Russell2000
RWM
+$1.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.56M

Top Sells

1
+$7.03M
2
+$5.36M
3
+$4.54M
4
AMZN icon
Amazon
AMZN
+$3.51M
5
AAPL icon
Apple
AAPL
+$3.42M

Sector Composition

1 Consumer Discretionary 13.25%
2 Industrials 13.09%
3 Financials 11.18%
4 Technology 9.68%
5 Healthcare 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$8K ﹤0.01%
615
727
$8K ﹤0.01%
1,175
+125
728
$8K ﹤0.01%
304
-995
729
$8K ﹤0.01%
225
730
$8K ﹤0.01%
117
731
$8K ﹤0.01%
425
732
$8K ﹤0.01%
335
733
$7K ﹤0.01%
240
734
$7K ﹤0.01%
195
-85
735
$7K ﹤0.01%
709
736
$7K ﹤0.01%
155
737
$6K ﹤0.01%
915
738
$6K ﹤0.01%
360
739
$6K ﹤0.01%
295
740
$6K ﹤0.01%
70
741
$6K ﹤0.01%
720
742
$5K ﹤0.01%
190
743
$5K ﹤0.01%
250
744
$5K ﹤0.01%
505
745
$4K ﹤0.01%
215
746
$2K ﹤0.01%
222
747
$1K ﹤0.01%
75
748
$1K ﹤0.01%
28
749
– –
-15,250
750
– –
-5,020
28 29
30
31 32