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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
First Trust Utilities AlphaDEX Fund
FXU
$841M
| – | – |
-1,170
|
|
||
952
Gen Digital
GEN
$14.8B
| – | – |
-250
|
|
||
953
SPDR Gold Trust
GLD
$141B
| $0 | ﹤0.01% |
4
-1,470
|
|
||
954
General Motors
GM
$74.4B
| – | – |
-47
|
|
||
955
Garmin
GRMN
$45.3B
| – | – |
-2
|
|
||
956
Healthcare Services Group
HCSG
$1.55B
| – | – |
-130
|
|
||
957
Healthcare Realty
HR
$7.1B
| – | – |
-28
|
|
||
958
Lumen
LUMN
$8.69B
| – | – |
-21
|
|