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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
$290M
AUM Growth
-$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
958
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.75M
3
+$1.39M
4
EVHC
Envision Healthcare Holdings Inc
EVHC
+$1.37M
5
SH icon
ProShares Short S&P500
SH
+$1.23M

Top Sells

1
+$2.07M
2
+$1.73M
3
+$1.67M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$1.63M
5
WFC icon
Wells Fargo
WFC
+$1.49M

Sector Composition

1 Industrials 13.9%
2 Financials 13.15%
3 Technology 11.24%
4 Consumer Discretionary 11.12%
5 Healthcare 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HP icon
751
Helmerich & Payne
HP
$3.58B
$10K ﹤0.01%
150
MAR icon
752
Marriott International
MAR
$104B
$10K ﹤0.01%
+105
PGJ icon
753
Invesco Golden Dragon China ETF
PGJ
$94.4M
$10K ﹤0.01%
290
-190
USB icon
754
US Bancorp
USB
$90.2B
$10K ﹤0.01%
200
+147
TIF
755
DELISTED
Tiffany & Co.
TIF
$10K ﹤0.01%
101
-522
FCAN
756
DELISTED
First Trust Canada AlphaDEX Fund
FCAN
$10K ﹤0.01%
+405
ENZL icon
757
iShares MSCI New Zealand ETF
ENZL
$71.8M
$9K ﹤0.01%
210
-165
HWC icon
758
Hancock Whitney
HWC
$5.66B
$9K ﹤0.01%
190
-385
NEO icon
759
NeoGenomics
NEO
$1.35B
$9K ﹤0.01%
+1,190
TYL icon
760
Tyler Technologies
TYL
$11.8B
$9K ﹤0.01%
+60
ERUS
761
DELISTED
iShares MSCI Russia ETF
ERUS
$9K ﹤0.01%
+285
CCL icon
762
Carnival Corporation Ltd
CCL
$41.4B
$9K ﹤0.01%
150
-260
DE icon
763
Deere & Co
DE
$159B
$9K ﹤0.01%
80
-160
WYNN icon
764
Wynn Resorts
WYNN
$10.6B
$9K ﹤0.01%
82
-164
DERM
765
DELISTED
Dermira, Inc.
DERM
$9K ﹤0.01%
+260
CY
766
DELISTED
Cypress Semiconductor
CY
$9K ﹤0.01%
665
-1,300
LVS icon
767
Las Vegas Sands
LVS
$31.9B
$9K ﹤0.01%
155
-290
DD
768
DELISTED
Du Pont De Nemours E I
DD
$8K ﹤0.01%
102
-334
CVLT icon
769
Commault Systems
CVLT
$5.24B
$8K ﹤0.01%
165
-75
GLW icon
770
Corning
GLW
$151B
$8K ﹤0.01%
282
-1,944
KMB icon
771
Kimberly-Clark
KMB
$33.7B
$8K ﹤0.01%
60
-349
TPR icon
772
Tapestry
TPR
$29.5B
$8K ﹤0.01%
202
-394
VOYA icon
773
Voya Financial
VOYA
$8.21B
$8K ﹤0.01%
220
SYNT
774
DELISTED
Syntel Inc
SYNT
$8K ﹤0.01%
450
HOG icon
775
Harley-Davidson
HOG
$2.67B
$7K ﹤0.01%
120
-220
29 30
31
32 33