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
$500M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,272
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.02M
3
+$2.02M
4
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$1.99M
5
REK icon
ProShares Short Real Estate
REK
+$1.96M

Top Sells

1
+$2.27M
2
+$2.08M
3
+$1.87M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.84M
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
851
$2K ﹤0.01%
+105
852
$1K ﹤0.01%
75
853
$1K ﹤0.01%
25
-9,606
854
$1K ﹤0.01%
28
855
$1K ﹤0.01%
10
856
$1K ﹤0.01%
17
-15
857
– –
-134
858
– –
-13,440
859
– –
-47
860
– –
-330
861
– –
-4
862
– –
0
863
– –
-60
864
– –
0
865
– –
0
866
– –
0
867
– –
-9
868
– –
-37
869
– –
-22
870
– –
-1
871
– –
-47
872
– –
0
873
– –
-127
874
– –
-10
875
– –
0
33 34
35
36 37