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
826
$2K ﹤0.01%
+55
827
$2K ﹤0.01%
85
828
$2K ﹤0.01%
205
+65
829
$2K ﹤0.01%
+60
830
$2K ﹤0.01%
+80
831
$2K ﹤0.01%
25
-4
832
$2K ﹤0.01%
40
-37
833
$2K ﹤0.01%
+70
834
$2K ﹤0.01%
+260
835
$2K ﹤0.01%
+105
836
$2K ﹤0.01%
+105
837
$2K ﹤0.01%
16
+4
838
$2K ﹤0.01%
75
839
$2K ﹤0.01%
+60
840
$2K ﹤0.01%
130
841
$2K ﹤0.01%
55
-25
842
$2K ﹤0.01%
203
843
$2K ﹤0.01%
55
844
$2K ﹤0.01%
25
845
$2K ﹤0.01%
45
846
$2K ﹤0.01%
+75
847
$2K ﹤0.01%
115
+25
848
$2K ﹤0.01%
+7
849
$2K ﹤0.01%
30
850
$2K ﹤0.01%
40
-17,550
32 33
34
35 36