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
$497M
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,144
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$4.87M
3
+$4.26M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.15M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.74M

Top Sells

1
+$3.59M
2
+$3.02M
3
+$2.78M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.33M
5
PG icon
Procter & Gamble
PG
+$1.28M

Sector Composition

1 Industrials 13.28%
2 Consumer Discretionary 12.16%
3 Financials 11.65%
4 Technology 11.37%
5 Healthcare 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$3K ﹤0.01%
+180
752
$3K ﹤0.01%
+160
753
$3K ﹤0.01%
+45
754
$3K ﹤0.01%
+300
755
$3K ﹤0.01%
+100
756
$3K ﹤0.01%
+80
757
$3K ﹤0.01%
+45
758
$3K ﹤0.01%
240
+40
759
$3K ﹤0.01%
+205
760
$3K ﹤0.01%
+55
761
$3K ﹤0.01%
+270
762
$3K ﹤0.01%
+105
763
$2K ﹤0.01%
+47
764
$2K ﹤0.01%
+135
765
$2K ﹤0.01%
+85
766
$2K ﹤0.01%
+60
767
$2K ﹤0.01%
+55
768
$2K ﹤0.01%
+120
769
$2K ﹤0.01%
+105
770
$2K ﹤0.01%
40
-780
771
$2K ﹤0.01%
+55
772
$2K ﹤0.01%
38
773
$2K ﹤0.01%
75
-1,030
774
$2K ﹤0.01%
+85
775
$2K ﹤0.01%
+80
29 30
31
32 33