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
$304M
AUM Growth
-$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
882
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$2.06M
3
+$1.12M
4
CVS icon
CVS Health
CVS
+$1.07M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$773K

Top Sells

1
+$3.71M
2
+$3.24M
3
+$3.12M
4
INDA icon
iShares MSCI India ETF
INDA
+$2.78M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.1M

Sector Composition

1 Financials 14.58%
2 Industrials 13.86%
3 Consumer Discretionary 11.94%
4 Technology 11.01%
5 Healthcare 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$2K ﹤0.01%
+47
752
$2K ﹤0.01%
+325
753
$2K ﹤0.01%
+76
754
$2K ﹤0.01%
+58
755
$2K ﹤0.01%
+33
756
$2K ﹤0.01%
+72
757
$2K ﹤0.01%
+30
758
$1K ﹤0.01%
+25
759
$1K ﹤0.01%
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760
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+9
761
$1K ﹤0.01%
65
762
$1K ﹤0.01%
100
763
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+20
764
$1K ﹤0.01%
+13
765
$1K ﹤0.01%
+16
766
$1K ﹤0.01%
+27
767
$1K ﹤0.01%
+6
768
$1K ﹤0.01%
65
-690
769
$1K ﹤0.01%
+15
770
$1K ﹤0.01%
+28
771
$1K ﹤0.01%
+52
772
$1K ﹤0.01%
+6
773
$1K ﹤0.01%
+10
774
$1K ﹤0.01%
+12
775
$1K ﹤0.01%
+32
29 30
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