We are live on ! Find out more
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
$318M
AUM Growth
-$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
798
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$5.35M
3
+$2.71M
4
ENZL icon
iShares MSCI New Zealand ETF
ENZL
+$1.92M
5
WFC icon
Wells Fargo
WFC
+$1.19M

Top Sells

1
+$6.57M
2
+$4.91M
3
+$3.26M
4
ADT
ADT Corp
ADT
+$2.35M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.23M

Sector Composition

1 Industrials 12.02%
2 Consumer Discretionary 11.79%
3 Financials 11.27%
4 Technology 10.19%
5 Healthcare 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
– –
-10,205
777
– –
-2,130
778
– –
-4,475
779
– –
-3,860
780
– –
-16,590
781
– –
-3,875
782
– –
-5,095
783
– –
-5,975
784
– –
-7,880
785
– –
-1,625
786
– –
-520
787
– –
-1,567
788
– –
-3,850
789
– –
-910
790
– –
-76
791
– –
-32,381
792
– –
-2,494
793
– –
-2,730
794
– –
-114,110
795
– –
-56,923
796
– –
-4,578
797
– –
-730
798
– –
-7,885
28 29 30 31
32