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

Top Buys

1
+$5.3M
2
+$4.8M
3
+$4.25M
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$4.13M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.73M

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
+$1.24M

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%
+55
752
$3K ﹤0.01%
+40
753
$3K ﹤0.01%
+160
754
$3K ﹤0.01%
+70
755
$3K ﹤0.01%
+80
756
$3K ﹤0.01%
1
757
$3K ﹤0.01%
+160
758
$3K ﹤0.01%
+45
759
$3K ﹤0.01%
+300
760
$3K ﹤0.01%
+270
761
$3K ﹤0.01%
+105
762
$2K ﹤0.01%
40
-780
763
$2K ﹤0.01%
+55
764
$2K ﹤0.01%
38
765
$2K ﹤0.01%
75
-1,030
766
$2K ﹤0.01%
+140
767
$2K ﹤0.01%
+80
768
$2K ﹤0.01%
+90
769
$2K ﹤0.01%
+45
770
$2K ﹤0.01%
170
-2,665
771
$2K ﹤0.01%
+85
772
$2K ﹤0.01%
+80
773
$2K ﹤0.01%
+60
774
$2K ﹤0.01%
+55
775
$2K ﹤0.01%
+120
29 30
31
32 33