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

Top Buys

1
+$4.92M
2
+$3.02M
3
+$2.78M
4
PNR icon
Pentair
PNR
+$2.18M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.75M

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
+$1.92M

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%
320
-1,300
752
$9K ﹤0.01%
+180
753
$9K ﹤0.01%
+64
754
$9K ﹤0.01%
163
-2,402
755
$9K ﹤0.01%
+310
756
$9K ﹤0.01%
+1,065
757
$9K ﹤0.01%
+205
758
$9K ﹤0.01%
+270
759
$8K ﹤0.01%
160
-1,204
760
$8K ﹤0.01%
+190
761
$8K ﹤0.01%
666
-2,036
762
$8K ﹤0.01%
+123
763
$8K ﹤0.01%
+280
764
$8K ﹤0.01%
+570
765
$8K ﹤0.01%
+315
766
$8K ﹤0.01%
1,020
-16,625
767
$8K ﹤0.01%
624
-825
768
$8K ﹤0.01%
+295
769
$8K ﹤0.01%
+310
770
$8K ﹤0.01%
+250
771
$8K ﹤0.01%
+285
772
$8K ﹤0.01%
665
-8,785
773
$7K ﹤0.01%
170
-1,066
774
$7K ﹤0.01%
+1,825
775
$7K ﹤0.01%
+275
29 30
31
32 33