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
$497M
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,144
New
Increased
Reduced
Closed

Top Sells

1 +$3.59M
2 +$3.02M
3 +$2.78M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.33M
5
PG icon
Procter & Gamble
PG
+$1.28M

Sector Composition

1 Industrials 13.28%
2 Consumer Discretionary 12.16%
3 Financials 11.65%
4 Technology 11.37%
5 Healthcare 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$2.02M 0.41%
85,743
+53,318
77
$2.02M 0.41%
97,070
+59,283
78
$2.02M 0.41%
23,411
+18,092
79
$2.01M 0.4%
13,920
+8,738
80
$1.97M 0.4%
15,735
+10,060
81
$1.96M 0.4%
43,059
+20,161
82
$1.96M 0.39%
17,014
+8,117
83
$1.94M 0.39%
9,455
+5,730
84
$1.93M 0.39%
24,060
+3,320
85
$1.9M 0.38%
21,880
+15,040
86
$1.9M 0.38%
39,005
-165
87
$1.89M 0.38%
20,096
+19,923
88
$1.86M 0.37%
35,264
+22,992
89
$1.84M 0.37%
119,010
+69,695
90
$1.84M 0.37%
+8,076
91
$1.83M 0.37%
5,396
+3,585
92
$1.83M 0.37%
7,955
+3,180
93
$1.82M 0.37%
51,440
+5,525
94
$1.82M 0.37%
17,860
+10,400
95
$1.81M 0.36%
39,314
+18,458
96
$1.8M 0.36%
52,640
+26,845
97
$1.8M 0.36%
26,120
+15,146
98
$1.78M 0.36%
26,655
+17,980
99
$1.77M 0.36%
11,091
+6,754
100
$1.76M 0.35%
50,500
+31,095