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
$371M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$3.02M
3
+$2.78M
4
PNR icon
Pentair
PNR
+$2.18M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.75M

Top Sells

1
+$4.26M
2
+$4.24M
3
+$2.84M
4
URS
URS CORP
URS
+$2.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.92M

Sector Composition

1 Industrials 14.61%
2 Technology 10.8%
3 Consumer Discretionary 9.71%
4 Financials 9.65%
5 Healthcare 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$4K ﹤0.01%
116
-1,522
802
$4K ﹤0.01%
20
-6,022
803
$3K ﹤0.01%
570
-755
804
$3K ﹤0.01%
80
-1,200
805
$3K ﹤0.01%
180
-2,650
806
$3K ﹤0.01%
+30
807
$3K ﹤0.01%
48
-1,224
808
$3K ﹤0.01%
+15
809
$3K ﹤0.01%
+200
810
$3K ﹤0.01%
+24
811
$2K ﹤0.01%
+25
812
$2K ﹤0.01%
75
-75
813
$2K ﹤0.01%
535
-685
814
$2K ﹤0.01%
125
-3,945
815
$2K ﹤0.01%
+38
816
$2K ﹤0.01%
14
-1,691
817
$1K ﹤0.01%
+22
818
– –
-94
819
– –
-330
820
– –
-22,400
821
– –
-346
822
– –
-828
823
– –
-750
824
– –
-2,125
825
– –
-255
31 32
33
34 35