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

Top Buys

1
+$2.74M
2
+$2.65M
3
+$1.92M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.83M
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.71M

Top Sells

1
+$4.71M
2
+$4.37M
3
+$3.28M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$2.84M
5
DTV
DIRECTV COM STK (DE)
DTV
+$2.31M

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%
+185
777
$4K ﹤0.01%
+71
778
$4K ﹤0.01%
+44
779
$4K ﹤0.01%
+222
780
$4K ﹤0.01%
+33
781
$4K ﹤0.01%
+21
782
$4K ﹤0.01%
160
783
$4K ﹤0.01%
+69
784
$4K ﹤0.01%
+64
785
$4K ﹤0.01%
55
+10
786
$4K ﹤0.01%
+38
787
$4K ﹤0.01%
+144
788
$4K ﹤0.01%
+95
789
$4K ﹤0.01%
+102
790
$4K ﹤0.01%
31
-45
791
$4K ﹤0.01%
+50
792
$4K ﹤0.01%
+82
793
$4K ﹤0.01%
+46
794
$4K ﹤0.01%
+40
795
$4K ﹤0.01%
280
796
$4K ﹤0.01%
105
797
$4K ﹤0.01%
47
-27,099
798
$4K ﹤0.01%
+60
799
$3K ﹤0.01%
+56
800
$3K ﹤0.01%
1
30 31
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