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
$500M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,272
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.02M
3
+$2.02M
4
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$1.99M
5
REK icon
ProShares Short Real Estate
REK
+$1.96M

Top Sells

1
+$2.27M
2
+$2.08M
3
+$1.87M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.84M
5
ARG
Airgas Inc
ARG
+$1.56M

Sector Composition

1 Consumer Discretionary 13.39%
2 Industrials 12.83%
3 Financials 12.36%
4 Technology 10.11%
5 Healthcare 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$9K ﹤0.01%
475
-145
777
$9K ﹤0.01%
845
-645
778
$9K ﹤0.01%
+385
779
$9K ﹤0.01%
260
-435
780
$9K ﹤0.01%
300
-345
781
$9K ﹤0.01%
315
-355
782
$8K ﹤0.01%
250
-2,410
783
$8K ﹤0.01%
195
-210
784
$8K ﹤0.01%
260
-275
785
$8K ﹤0.01%
+127
786
$8K ﹤0.01%
1,205
-1,315
787
$8K ﹤0.01%
115
-125
788
$7K ﹤0.01%
+104
789
$7K ﹤0.01%
+615
790
$7K ﹤0.01%
140
791
$7K ﹤0.01%
+180
792
$7K ﹤0.01%
125
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793
$5K ﹤0.01%
232
794
$5K ﹤0.01%
150
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795
$4K ﹤0.01%
100
+20
796
$4K ﹤0.01%
65
-1,095
797
$4K ﹤0.01%
280
798
$4K ﹤0.01%
75
-40
799
$4K ﹤0.01%
70
800
$4K ﹤0.01%
40
-50
30 31
32
33 34