We are live on ! Find out more
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
$500M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,272
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.02M
3
+$2.02M
4
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$1.99M
5
REK icon
ProShares Short Real Estate
REK
+$1.96M

Top Sells

1
+$2.27M
2
+$2.08M
3
+$1.87M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.84M
5
ARG
Airgas Inc
ARG
+$1.56M

Sector Composition

1 Consumer Discretionary 13.39%
2 Industrials 12.83%
3 Financials 12.36%
4 Technology 10.11%
5 Healthcare 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
– –
-372
952
– –
-10
953
– –
0
954
– –
0
955
– –
0
956
– –
-2,830
957
– –
-270
958
– –
-67
959
– –
0
960
– –
-15
961
– –
-20
962
– –
-55
963
– –
0
964
– –
0
965
– –
0
966
– –
-1
967
– –
-9
968
– –
-3,020
969
– –
0
970
– –
0
971
– –
0
972
– –
-24
973
– –
0
974
– –
0
975
– –
-9,015
37 38
39
40 41