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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
$371M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$4.74M
2
+$2.96M
3
+$2.91M
4
PNR icon
Pentair
PNR
+$2.29M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.72M

Top Sells

1
+$4.26M
2
+$4.24M
3
+$2.84M
4
URS
URS CORP
URS
+$2.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.03M

Sector Composition

1 Industrials 14.61%
2 Technology 10.8%
3 Consumer Discretionary 9.71%
4 Financials 9.65%
5 Healthcare 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$9K ﹤0.01%
+180
752
$9K ﹤0.01%
+64
753
$9K ﹤0.01%
163
-2,402
754
$9K ﹤0.01%
+310
755
$9K ﹤0.01%
+1,065
756
$9K ﹤0.01%
+205
757
$9K ﹤0.01%
+270
758
$8K ﹤0.01%
+123
759
$8K ﹤0.01%
+250
760
$8K ﹤0.01%
+285
761
$8K ﹤0.01%
665
-8,785
762
$8K ﹤0.01%
160
-1,204
763
$8K ﹤0.01%
+190
764
$8K ﹤0.01%
666
-2,036
765
$8K ﹤0.01%
+280
766
$8K ﹤0.01%
+570
767
$8K ﹤0.01%
+315
768
$8K ﹤0.01%
5,260
-85,727
769
$8K ﹤0.01%
624
-825
770
$8K ﹤0.01%
+295
771
$8K ﹤0.01%
+310
772
$7K ﹤0.01%
170
-1,066
773
$7K ﹤0.01%
+1,825
774
$7K ﹤0.01%
+275
775
$7K ﹤0.01%
+105
29 30
31
32 33