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
$489M
AUM Growth
-$7.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,261
New
Increased
Reduced
Closed

Top Sells

1 +$4.71M
2 +$4.37M
3 +$3.28M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$2.84M
5
DTV
DIRECTV COM STK (DE)
DTV
+$2.31M

Sector Composition

1 Consumer Discretionary 14.21%
2 Industrials 13.74%
3 Financials 12.14%
4 Technology 10.69%
5 Healthcare 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$2.06M 0.42%
21,735
-145
77
$2.04M 0.42%
20,813
+717
78
$1.98M 0.4%
122,697
+3,687
79
$1.94M 0.4%
19,899
-11,450
80
$1.94M 0.4%
26,010
-110
81
$1.92M 0.39%
62,400
+3,015
82
$1.91M 0.39%
88,362
+5,355
83
$1.89M 0.39%
8,000
-76
84
$1.89M 0.39%
13,642
-278
85
$1.89M 0.39%
57,233
-749
86
$1.86M 0.38%
53,895
+3,395
87
$1.85M 0.38%
12,280
-335
88
$1.84M 0.38%
29,402
+1,154
89
$1.84M 0.38%
52,000
-164
90
$1.83M 0.38%
28,589
-51,147
91
$1.81M 0.37%
1,365
+80
92
$1.8M 0.37%
38,881
-433
93
$1.8M 0.37%
70,321
-53,046
94
$1.8M 0.37%
2,912
+380
95
$1.78M 0.36%
21,965
-2,095
96
$1.77M 0.36%
27,280
-363
97
$1.76M 0.36%
26,140
-515
98
$1.75M 0.36%
53,385
+3,010
99
$1.74M 0.36%
35,785
-3,220
100
$1.72M 0.35%
52,599
-41