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
926
$1K ﹤0.01%
+32
927
$1K ﹤0.01%
195
-33,886
928
$1K ﹤0.01%
+13
929
$1K ﹤0.01%
+15
930
$1K ﹤0.01%
+21
931
$1K ﹤0.01%
+9
932
$1K ﹤0.01%
+16
933
$1K ﹤0.01%
+6
934
$1K ﹤0.01%
+34
935
$1K ﹤0.01%
+64
936
$1K ﹤0.01%
75
937
$1K ﹤0.01%
+18
938
$1K ﹤0.01%
+50
939
$1K ﹤0.01%
+22
940
$1K ﹤0.01%
+18
941
$1K ﹤0.01%
+33
942
$1K ﹤0.01%
+10
943
$1K ﹤0.01%
+104
944
$1K ﹤0.01%
+35
945
$1K ﹤0.01%
48
-474
946
$1K ﹤0.01%
20
-3,675
947
$1K ﹤0.01%
+19
948
$1K ﹤0.01%
+45
949
$1K ﹤0.01%
+95
950
$1K ﹤0.01%
28
36 37
38
39 40