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
$489M
AUM Growth
-$7.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,261
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$2.66M
3
+$1.91M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.83M
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.79M

Top Sells

1
+$4.71M
2
+$4.37M
3
+$3.22M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$2.84M
5
DTV
DIRECTV COM STK (DE)
DTV
+$2.34M

Sector Composition

1 Consumer Discretionary 14.21%
2 Industrials 13.74%
3 Financials 12.14%
4 Technology 10.69%
5 Healthcare 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$4K ﹤0.01%
280
777
$4K ﹤0.01%
105
778
$4K ﹤0.01%
+60
779
$4K ﹤0.01%
+64
780
$4K ﹤0.01%
55
+10
781
$4K ﹤0.01%
+38
782
$4K ﹤0.01%
+144
783
$4K ﹤0.01%
+95
784
$4K ﹤0.01%
+102
785
$4K ﹤0.01%
31
-45
786
$4K ﹤0.01%
+50
787
$4K ﹤0.01%
+82
788
$4K ﹤0.01%
47
-27,099
789
$4K ﹤0.01%
+32
790
$4K ﹤0.01%
+185
791
$4K ﹤0.01%
+71
792
$4K ﹤0.01%
+44
793
$4K ﹤0.01%
+21
794
$4K ﹤0.01%
160
795
$4K ﹤0.01%
+69
796
$4K ﹤0.01%
+222
797
$4K ﹤0.01%
+33
798
$3K ﹤0.01%
+35
799
$3K ﹤0.01%
+37
800
$3K ﹤0.01%
+56
30 31
32
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