IPC
Independent Portfolio Consultants Portfolio holdings
AUM
$241M
1-Year Return
21.8%
This Quarter Return
+5.77%
1 Year Return
+21.8%
3 Year Return
+32.36%
5 Year Return
–
10 Year Return
–
AUM
$290M
AUM Growth
-$14.3M
(-4.7%)
Cap. Flow
-$27.3M
Cap. Flow
% of AUM
-9.42%
Top 10 Holdings %
Top 10 Hldgs %
11.18%
Holding
958
New
133
Increased
129
Reduced
498
Closed
157
Top Buys
| 1 |
iShares Global Financials ETF
IXG
|
$1.91M |
| 2 |
iShares MSCI Taiwan ETF
EWT
|
$1.82M |
| 3 |
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
|
$1.39M |
| 4 |
EVHC
Envision Healthcare Holdings Inc
EVHC
|
$1.25M |
| 5 |
ProShares Short S&P500
SH
|
$1.21M |
Top Sells
| 1 |
Energy Select Sector SPDR Fund
XLE
|
$2.07M |
| 2 |
Citigroup
C
|
$1.75M |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$1.67M |
| 4 |
iShares Intermediate Government/Credit Bond ETF
GVI
|
$1.63M |
| 5 |
Bank of America
BAC
|
$1.48M |
Sector Composition
| 1 | Industrials | 13.9% |
| 2 | Financials | 13.15% |
| 3 | Technology | 11.24% |
| 4 | Consumer Discretionary | 11.12% |
| 5 | Healthcare | 9.75% |