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
$371M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$3.02M
3
+$2.78M
4
PNR icon
Pentair
PNR
+$2.18M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.75M

Top Sells

1
+$4.26M
2
+$4.24M
3
+$2.84M
4
URS
URS CORP
URS
+$2.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.92M

Sector Composition

1 Industrials 14.61%
2 Technology 10.8%
3 Consumer Discretionary 9.71%
4 Financials 9.65%
5 Healthcare 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.18M 0.32%
29,914
-1,027
77
$1.13M 0.3%
30,464
+12,935
78
$1.12M 0.3%
6,098
+2,693
79
$1.11M 0.3%
37,995
+14,325
80
$1.09M 0.29%
45,540
-1,635
81
$1.08M 0.29%
39,750
-34,160
82
$1.07M 0.29%
8,973
-538
83
$1.07M 0.29%
14,007
+2,112
84
$1.06M 0.28%
42,003
-2,171
85
$1.03M 0.28%
8,750
+3,967
86
$1.01M 0.27%
14,398
+2,187
87
$1.01M 0.27%
14,605
-5,175
88
$992K 0.27%
4,775
+4,430
89
$991K 0.27%
14,488
+3,313
90
$987K 0.27%
35,165
+659
91
$984K 0.27%
8,897
+966
92
$970K 0.26%
29,070
+1,920
93
$960K 0.26%
17,768
+7,523
94
$948K 0.26%
18,300
+6,988
95
$945K 0.25%
23,105
+230
96
$923K 0.25%
14,630
-1,785
97
$922K 0.25%
12,775
+6,740
98
$918K 0.25%
26,780
+945
99
$917K 0.25%
19,405
+3,050
100
$906K 0.24%
40,070
+405
2 3
4
5 6