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
$316M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$4.82M
2
+$4.04M
3
+$3.77M
4
MBB icon
iShares MBS ETF
MBB
+$2.94M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.81M

Top Sells

1
+$1.84M
2
+$1.43M
3
+$1.29M
4
TRN icon
Trinity Industries
TRN
+$1.27M
5
ANZ
AUSTRALIA & NW ZEAL ADS(RP5 SH
ANZ
+$1.1M

Sector Composition

1 Industrials 15.23%
2 Technology 9.31%
3 Financials 8.49%
4 Healthcare 8.21%
5 Consumer Discretionary 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.06M 0.33%
17,060
-1,945
77
$1.05M 0.33%
25,557
-5,373
78
$1.04M 0.33%
37,420
-5,420
79
$1.04M 0.33%
37,830
-2,760
80
$1.04M 0.33%
+5,550
81
$1.02M 0.32%
8,500
-2,220
82
$1.01M 0.32%
+13,150
83
$980K 0.31%
+32,615
84
$963K 0.31%
61,108
-6,126
85
$956K 0.3%
36,112
-4,500
86
$953K 0.3%
29,599
-14,325
87
$952K 0.3%
5,916
+3,715
88
$951K 0.3%
56,600
-10,300
89
$947K 0.3%
55,062
-7,043
90
$945K 0.3%
42,169
-20,997
91
$945K 0.3%
+15,365
92
$934K 0.3%
15,396
-2,570
93
$932K 0.3%
21,880
-4,807
94
$930K 0.29%
20,005
+20
95
$927K 0.29%
8,706
-830
96
$925K 0.29%
+1,455
97
$924K 0.29%
13,164
-283
98
$900K 0.29%
+16,448
99
$895K 0.28%
26,370
-3,310
100
$894K 0.28%
8,990
-635
2 3
4
5 6