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
$371M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$3.02M
3
+$2.78M
4
PNR icon
Pentair
PNR
+$2.18M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.75M

Top Sells

1
+$4.26M
2
+$4.24M
3
+$2.84M
4
URS
URS CORP
URS
+$2.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.92M

Sector Composition

1 Industrials 14.61%
2 Technology 10.8%
3 Consumer Discretionary 9.71%
4 Financials 9.65%
5 Healthcare 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
– –
-930
952
– –
-280,675
953
– –
-1,685
954
– –
-6,100
955
– –
-1,830
956
– –
-639
957
– –
-267
958
– –
-3,230
959
– –
-983
960
– –
-206
961
– –
-9
962
– –
-1,175
963
– –
-568
964
– –
-2,495
965
– –
-930
966
– –
-2,610
967
– –
-1,061
968
– –
-3,878
969
– –
0
970
– –
-540
971
– –
-891
972
– –
-521
973
– –
-290
974
– –
-2,875
975
– –
-9,085
37 38
39
40 41