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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
$489M
AUM Growth
-$7.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,261
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$2.66M
3
+$1.91M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.83M
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.79M

Top Sells

1
+$4.71M
2
+$4.37M
3
+$3.22M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$2.84M
5
DTV
DIRECTV COM STK (DE)
DTV
+$2.34M

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
926
$1K ﹤0.01%
+30
927
$1K ﹤0.01%
+14
928
$1K ﹤0.01%
+26
929
$1K ﹤0.01%
+19
930
$1K ﹤0.01%
+2,680
931
$1K ﹤0.01%
+67
932
$1K ﹤0.01%
+26
933
$1K ﹤0.01%
+15
934
$1K ﹤0.01%
+6
935
$1K ﹤0.01%
+18
936
$1K ﹤0.01%
+13
937
$1K ﹤0.01%
+17
938
$1K ﹤0.01%
+33
939
$1K ﹤0.01%
+19
940
$1K ﹤0.01%
+11
941
$1K ﹤0.01%
+29
942
$1K ﹤0.01%
+18
943
$1K ﹤0.01%
+20
944
$1K ﹤0.01%
+35
945
$1K ﹤0.01%
+31
946
$1K ﹤0.01%
+9
947
$1K ﹤0.01%
+15
948
$1K ﹤0.01%
+9
949
$1K ﹤0.01%
140
950
$1K ﹤0.01%
9
-961
36 37
38
39 40