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