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
$497M
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,144
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$4.87M
3
+$4.26M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.15M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.74M

Top Sells

1
+$3.59M
2
+$3.02M
3
+$2.78M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.33M
5
PG icon
Procter & Gamble
PG
+$1.28M

Sector Composition

1 Industrials 13.28%
2 Consumer Discretionary 12.16%
3 Financials 11.65%
4 Technology 11.37%
5 Healthcare 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$2K ﹤0.01%
+140
777
$2K ﹤0.01%
+80
778
$2K ﹤0.01%
+90
779
$2K ﹤0.01%
+45
780
$2K ﹤0.01%
170
-2,665
781
$1K ﹤0.01%
75
782
$1K ﹤0.01%
28
-3,770
783
$1K ﹤0.01%
+7
784
– –
-24
785
– –
0
786
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0
787
– –
0
788
– –
-1,005
789
– –
-4,259
790
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-8,060
791
– –
0
792
– –
-3,725
793
– –
-1,110
794
– –
0
795
– –
-4,020
796
– –
-825
797
– –
-880
798
– –
0
799
– –
-1,667
800
– –
-1,520
30 31
32
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