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

Top Buys

1 +$1.91M
2 +$1.82M
3 +$1.39M
4
EVHC
Envision Healthcare Holdings Inc
EVHC
+$1.25M
5
SH icon
ProShares Short S&P500
SH
+$1.21M

Top Sells

1 +$2.07M
2 +$1.75M
3 +$1.67M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$1.63M
5
BAC icon
Bank of America
BAC
+$1.48M

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
GME icon
751
GameStop
GME
$9.45B
$10K ﹤0.01%
1,740
HP icon
752
Helmerich & Payne
HP
$3.19B
$10K ﹤0.01%
150
MAR icon
753
Marriott International
MAR
$87.5B
$10K ﹤0.01%
+105
PGJ icon
754
Invesco Golden Dragon China ETF
PGJ
$135M
$10K ﹤0.01%
290
-190
USB icon
755
US Bancorp
USB
$84.6B
$10K ﹤0.01%
200
+147
TIF
756
DELISTED
Tiffany & Co.
TIF
$10K ﹤0.01%
101
-522
ERUS
757
DELISTED
iShares MSCI Russia ETF
ERUS
$9K ﹤0.01%
+285
CCL icon
758
Carnival Corp
CCL
$38B
$9K ﹤0.01%
150
-260
DE icon
759
Deere & Co
DE
$139B
$9K ﹤0.01%
80
-160
ENZL icon
760
iShares MSCI New Zealand ETF
ENZL
$66.4M
$9K ﹤0.01%
210
-165
HWC icon
761
Hancock Whitney
HWC
$5.71B
$9K ﹤0.01%
190
-385
LVS icon
762
Las Vegas Sands
LVS
$39.9B
$9K ﹤0.01%
155
-290
NEO icon
763
NeoGenomics
NEO
$1.65B
$9K ﹤0.01%
+1,190
TYL icon
764
Tyler Technologies
TYL
$18.9B
$9K ﹤0.01%
+60
WYNN icon
765
Wynn Resorts
WYNN
$11.9B
$9K ﹤0.01%
82
-164
DERM
766
DELISTED
Dermira, Inc.
DERM
$9K ﹤0.01%
+260
CY
767
DELISTED
Cypress Semiconductor
CY
$9K ﹤0.01%
665
-1,300
CVLT icon
768
Commault Systems
CVLT
$5.39B
$8K ﹤0.01%
165
-75
GLW icon
769
Corning
GLW
$80.8B
$8K ﹤0.01%
282
-1,944
KMB icon
770
Kimberly-Clark
KMB
$33B
$8K ﹤0.01%
60
-349
TPR icon
771
Tapestry
TPR
$26.7B
$8K ﹤0.01%
202
-394
VOYA icon
772
Voya Financial
VOYA
$7.09B
$8K ﹤0.01%
220
SYNT
773
DELISTED
Syntel Inc
SYNT
$8K ﹤0.01%
450
DD
774
DELISTED
Du Pont De Nemours E I
DD
$8K ﹤0.01%
102
-334
HOG icon
775
Harley-Davidson
HOG
$2.42B
$7K ﹤0.01%
120
-220