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
876
$2K ﹤0.01%
+41
877
$2K ﹤0.01%
+105
878
$2K ﹤0.01%
+79
879
$2K ﹤0.01%
12
-1,668
880
$2K ﹤0.01%
+130
881
$2K ﹤0.01%
80
-25
882
$2K ﹤0.01%
+43
883
$2K ﹤0.01%
+203
884
$2K ﹤0.01%
+15
885
$2K ﹤0.01%
+21
886
$2K ﹤0.01%
+19
887
$2K ﹤0.01%
+21
888
$2K ﹤0.01%
+25
889
$2K ﹤0.01%
+38
890
$2K ﹤0.01%
+43
891
$2K ﹤0.01%
90
-2,505
892
$2K ﹤0.01%
55
893
$2K ﹤0.01%
+30
894
$2K ﹤0.01%
+578
895
$2K ﹤0.01%
205
896
$2K ﹤0.01%
+110
897
$2K ﹤0.01%
75
898
$2K ﹤0.01%
+20
899
$2K ﹤0.01%
85
900
$2K ﹤0.01%
+43
34 35
36
37 38