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
826
$3K ﹤0.01%
45
827
$3K ﹤0.01%
+47
828
$3K ﹤0.01%
+34
829
$3K ﹤0.01%
+54
830
$3K ﹤0.01%
+35
831
$3K ﹤0.01%
+134
832
$3K ﹤0.01%
+36
833
$3K ﹤0.01%
+75
834
$3K ﹤0.01%
+80
835
$3K ﹤0.01%
+52
836
$3K ﹤0.01%
+26
837
$3K ﹤0.01%
55
838
$3K ﹤0.01%
270
839
$3K ﹤0.01%
+29
840
$3K ﹤0.01%
80
841
$3K ﹤0.01%
+59
842
$3K ﹤0.01%
77
-17,189
843
$3K ﹤0.01%
+19
844
$2K ﹤0.01%
+88
845
$2K ﹤0.01%
+28
846
$2K ﹤0.01%
+13
847
$2K ﹤0.01%
+14
848
$2K ﹤0.01%
+69
849
$2K ﹤0.01%
+19
850
$2K ﹤0.01%
+109
32 33
34
35 36