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
$371M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$3.02M
3
+$2.78M
4
PNR icon
Pentair
PNR
+$2.18M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.75M

Top Sells

1
+$4.26M
2
+$4.24M
3
+$2.84M
4
URS
URS CORP
URS
+$2.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.92M

Sector Composition

1 Industrials 14.61%
2 Technology 10.8%
3 Consumer Discretionary 9.71%
4 Financials 9.65%
5 Healthcare 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$7K ﹤0.01%
+105
777
$7K ﹤0.01%
+57
778
$7K ﹤0.01%
165
-220
779
$7K ﹤0.01%
+290
780
$7K ﹤0.01%
825
-1,105
781
$7K ﹤0.01%
+90
782
$7K ﹤0.01%
+135
783
$6K ﹤0.01%
+156
784
$6K ﹤0.01%
+170
785
$6K ﹤0.01%
+95
786
$6K ﹤0.01%
+245
787
$6K ﹤0.01%
+122
788
$6K ﹤0.01%
169
-1,765
789
$6K ﹤0.01%
1,220
-1,615
790
$6K ﹤0.01%
+47
791
$6K ﹤0.01%
+92
792
$5K ﹤0.01%
+136
793
$5K ﹤0.01%
+1
794
$5K ﹤0.01%
97
-708
795
$5K ﹤0.01%
274
-1,141
796
$5K ﹤0.01%
3,855
-5,010
797
$4K ﹤0.01%
+99
798
$4K ﹤0.01%
40
-279
799
$4K ﹤0.01%
35
-595
800
$4K ﹤0.01%
515
-680
30 31
32
33 34