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
851
$2K ﹤0.01%
+69
852
$2K ﹤0.01%
+19
853
$2K ﹤0.01%
+109
854
$2K ﹤0.01%
+34
855
$2K ﹤0.01%
+56
856
$2K ﹤0.01%
+28
857
$2K ﹤0.01%
+27
858
$2K ﹤0.01%
+34
859
$2K ﹤0.01%
+34
860
$2K ﹤0.01%
+8
861
$2K ﹤0.01%
+44
862
$2K ﹤0.01%
+70
863
$2K ﹤0.01%
+50
864
$2K ﹤0.01%
+30
865
$2K ﹤0.01%
+20
866
$2K ﹤0.01%
+32
867
$2K ﹤0.01%
+120
868
$2K ﹤0.01%
+88
869
$2K ﹤0.01%
+20
870
$2K ﹤0.01%
135
871
$2K ﹤0.01%
+25
872
$2K ﹤0.01%
+22
873
$2K ﹤0.01%
+55
874
$2K ﹤0.01%
+20
875
$2K ﹤0.01%
41
-82
33 34
35
36 37