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

Top Buys

1
+$2.77M
2
+$2.1M
3
+$2.06M
4
RWM icon
ProShares Short Russell2000
RWM
+$2.01M
5
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$1.91M

Top Sells

1
+$2.19M
2
+$2.08M
3
+$1.84M
4
ORCL icon
Oracle
ORCL
+$1.73M
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
801
$4K ﹤0.01%
75
-40
802
$3K ﹤0.01%
180
+20
803
$3K ﹤0.01%
80
804
$3K ﹤0.01%
180
805
$3K ﹤0.01%
160
-1,310
806
$3K ﹤0.01%
170
+50
807
$3K ﹤0.01%
135
-25
808
$3K ﹤0.01%
85
+13
809
$3K ﹤0.01%
70
-20
810
$3K ﹤0.01%
55
811
$3K ﹤0.01%
300
812
$3K ﹤0.01%
100
813
$3K ﹤0.01%
15
-15
814
$3K ﹤0.01%
75
815
$3K ﹤0.01%
70
816
$3K ﹤0.01%
+125
817
$3K ﹤0.01%
65
+10
818
$3K ﹤0.01%
205
819
$3K ﹤0.01%
+150
820
$3K ﹤0.01%
+120
821
$3K ﹤0.01%
+130
822
$3K ﹤0.01%
55
823
$3K ﹤0.01%
270
824
$3K ﹤0.01%
+125
825
$2K ﹤0.01%
+105
31 32
33
34 35