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
801
$3K ﹤0.01%
180
802
$3K ﹤0.01%
+96
803
$3K ﹤0.01%
160
804
$3K ﹤0.01%
70
805
$3K ﹤0.01%
80
806
$3K ﹤0.01%
+37
807
$3K ﹤0.01%
+43
808
$3K ﹤0.01%
+36
809
$3K ﹤0.01%
+129
810
$3K ﹤0.01%
60
811
$3K ﹤0.01%
+34
812
$3K ﹤0.01%
+26
813
$3K ﹤0.01%
90
-30
814
$3K ﹤0.01%
300
815
$3K ﹤0.01%
+100
816
$3K ﹤0.01%
+100
817
$3K ﹤0.01%
33
-1,212
818
$3K ﹤0.01%
75
-1,930
819
$3K ﹤0.01%
80
820
$3K ﹤0.01%
75
821
$3K ﹤0.01%
+48
822
$3K ﹤0.01%
+55
823
$3K ﹤0.01%
70
824
$3K ﹤0.01%
+229
825
$3K ﹤0.01%
+43
31 32
33
34 35