IPC
Independent Portfolio Consultants Portfolio holdings
AUM
$241M
1-Year Est. Return
21.8%
This Fund
S&P 500
1 Year Est. Return
+21.8%
AUM
$290M
AUM Growth
-$14.3M
(-4.7%)
Holding
958
Top Buys
| 1 | +$1.89M | |
| 2 | +$1.75M | |
| 3 | +$1.39M | |
| 4 |
EVHC
Envision Healthcare Holdings Inc
EVHC
|
+$1.37M |
| 5 |
ProShares Short S&P500
SH
|
+$1.23M |
Top Sells
| 1 | +$2.07M | |
| 2 | +$1.73M | |
| 3 | +$1.67M | |
| 4 |
iShares Intermediate Government/Credit Bond ETF
GVI
|
+$1.63M |
| 5 |
Wells Fargo
WFC
|
+$1.49M |
Sector Composition
| 1 | Industrials | 13.9% |
| 2 | Financials | 13.15% |
| 3 | Technology | 11.24% |
| 4 | Consumer Discretionary | 11.12% |
| 5 | Healthcare | 9.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
951
Viatris
VTRS
$17.5B
| – | – |
-3,165
|
|
||
952
Warner Bros
WBD
$67.6B
| – | – |
-72
|
|
||
953
Whirlpool
WHR
$3.65B
| – | – |
-2
|
|
||
954
Williams Companies
WMB
$92.4B
| $0 | ﹤0.01% |
1
-32
|
|
||
955
State Street Energy Select Sector SPDR ETF
XLE
$41.3B
| – | – |
-54,900
|
|
||
956
Yum! Brands
YUM
$43.7B
| – | – |
-13
|
|
||
957
Zimmer Biomet
ZBH
$16B
| – | – |
-7
|
|
||
958
Zions Bancorporation
ZION
$9.3B
| – | – |
-27
|
|