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
$500M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,272
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.1M
3
+$2.06M
4
RWM icon
ProShares Short Russell2000
RWM
+$2.01M
5
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$1.91M

Top Sells

1
+$2.19M
2
+$2.08M
3
+$1.84M
4
ORCL icon
Oracle
ORCL
+$1.73M
5
ARG
Airgas Inc
ARG
+$1.56M

Sector Composition

1 Consumer Discretionary 13.39%
2 Industrials 12.83%
3 Financials 12.36%
4 Technology 10.11%
5 Healthcare 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.9M 0.38%
17,470
+7,975
77
$1.88M 0.38%
114,188
+7,780
78
$1.88M 0.38%
6,192
-1,576
79
$1.88M 0.38%
8,051
+51
80
$1.87M 0.37%
37,689
-7,493
81
$1.86M 0.37%
73,578
-41,620
82
$1.86M 0.37%
51,385
-11,015
83
$1.86M 0.37%
21,624
-3,414
84
$1.86M 0.37%
23,295
+1,330
85
$1.85M 0.37%
27,685
+1,675
86
$1.83M 0.37%
+57,165
87
$1.83M 0.37%
37,132
-7,047
88
$1.82M 0.36%
34,604
+6,200
89
$1.79M 0.36%
13,680
+38
90
$1.76M 0.35%
11,488
+910
91
$1.76M 0.35%
41,450
-8,565
92
$1.74M 0.35%
12,990
-2,792
93
$1.73M 0.35%
35,710
-75
94
$1.7M 0.34%
196,476
+19,605
95
$1.64M 0.33%
22,570
+22,520
96
$1.63M 0.33%
134,500
+3,000
97
$1.61M 0.32%
39,960
-43,003
98
$1.6M 0.32%
14,467
-10
99
$1.6M 0.32%
12,432
+1,520
100
$1.59M 0.32%
19,831
-446
2 3
4
5 6