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
$500M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,272
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.1M
3
+$2.06M
4
RWM icon
ProShares Short Russell2000
RWM
+$2.01M
5
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$1.91M

Top Sells

1
+$2.19M
2
+$2.08M
3
+$1.84M
4
ORCL icon
Oracle
ORCL
+$1.73M
5
ARG
Airgas Inc
ARG
+$1.56M

Sector Composition

1 Consumer Discretionary 13.39%
2 Industrials 12.83%
3 Financials 12.36%
4 Technology 10.11%
5 Healthcare 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$12K ﹤0.01%
230
-2,225
752
$12K ﹤0.01%
220
-55
753
$12K ﹤0.01%
+770
754
$12K ﹤0.01%
+310
755
$12K ﹤0.01%
185
+165
756
$12K ﹤0.01%
250
-6,025
757
$12K ﹤0.01%
90
-1,151
758
$12K ﹤0.01%
+556
759
$12K ﹤0.01%
415
-430
760
$12K ﹤0.01%
115
-14,975
761
$12K ﹤0.01%
70
-17
762
$12K ﹤0.01%
+705
763
$11K ﹤0.01%
110
+91
764
$11K ﹤0.01%
540
+476
765
$11K ﹤0.01%
130
+60
766
$11K ﹤0.01%
+70
767
$11K ﹤0.01%
93
768
$11K ﹤0.01%
170
-220
769
$11K ﹤0.01%
26
-32
770
$11K ﹤0.01%
308
-60
771
$11K ﹤0.01%
240
-320
772
$11K ﹤0.01%
692
-200
773
$11K ﹤0.01%
115
-33
774
$10K ﹤0.01%
+185
775
$10K ﹤0.01%
315
-2,745
29 30
31
32 33