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
951
$1K ﹤0.01%
+12
952
$1K ﹤0.01%
+39
953
$1K ﹤0.01%
+20
954
$1K ﹤0.01%
+13
955
$1K ﹤0.01%
+30
956
$1K ﹤0.01%
+52
957
$1K ﹤0.01%
+34
958
$1K ﹤0.01%
+10
959
$1K ﹤0.01%
+58
960
$1K ﹤0.01%
+30
961
$1K ﹤0.01%
+27
962
$1K ﹤0.01%
+14
963
$1K ﹤0.01%
+26
964
$1K ﹤0.01%
+19
965
$1K ﹤0.01%
+2,680
966
$1K ﹤0.01%
+67
967
$1K ﹤0.01%
+10
968
$1K ﹤0.01%
7
969
$1K ﹤0.01%
32
-6
970
$1K ﹤0.01%
+20
971
$1K ﹤0.01%
+35
972
$1K ﹤0.01%
+31
973
$1K ﹤0.01%
+9
974
$1K ﹤0.01%
+15
975
$1K ﹤0.01%
+9
37 38
39
40 41