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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
$489M
AUM Growth
-$7.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,261
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$2.66M
3
+$1.91M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.83M
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.79M

Top Sells

1
+$4.71M
2
+$4.37M
3
+$3.22M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$2.84M
5
DTV
DIRECTV COM STK (DE)
DTV
+$2.34M

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
826
$3K ﹤0.01%
+47
827
$3K ﹤0.01%
+34
828
$3K ﹤0.01%
+19
829
$3K ﹤0.01%
+48
830
$3K ﹤0.01%
+55
831
$3K ﹤0.01%
70
832
$3K ﹤0.01%
+229
833
$3K ﹤0.01%
+43
834
$3K ﹤0.01%
45
835
$3K ﹤0.01%
+35
836
$3K ﹤0.01%
+36
837
$3K ﹤0.01%
+75
838
$3K ﹤0.01%
+96
839
$3K ﹤0.01%
160
840
$3K ﹤0.01%
70
841
$3K ﹤0.01%
80
842
$3K ﹤0.01%
+37
843
$2K ﹤0.01%
+13
844
$2K ﹤0.01%
+14
845
$2K ﹤0.01%
+69
846
$2K ﹤0.01%
+19
847
$2K ﹤0.01%
+109
848
$2K ﹤0.01%
+34
849
$2K ﹤0.01%
+56
850
$2K ﹤0.01%
+28
32 33
34
35 36