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
901
$2K ﹤0.01%
+24
902
$2K ﹤0.01%
+14
903
$2K ﹤0.01%
+18
904
$2K ﹤0.01%
+37
905
$2K ﹤0.01%
+47
906
$2K ﹤0.01%
+160
907
$1K ﹤0.01%
+33
908
$1K ﹤0.01%
+19
909
$1K ﹤0.01%
+11
910
$1K ﹤0.01%
+29
911
$1K ﹤0.01%
+18
912
$1K ﹤0.01%
+10
913
$1K ﹤0.01%
7
914
$1K ﹤0.01%
32
-6
915
$1K ﹤0.01%
+20
916
$1K ﹤0.01%
+35
917
$1K ﹤0.01%
+31
918
$1K ﹤0.01%
+9
919
$1K ﹤0.01%
+15
920
$1K ﹤0.01%
+9
921
$1K ﹤0.01%
140
922
$1K ﹤0.01%
9
-961
923
$1K ﹤0.01%
+5
924
$1K ﹤0.01%
+8
925
$1K ﹤0.01%
+16
35 36
37
38 39