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
$337M
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$1.92M
3
+$1.86M
4
RWM icon
ProShares Short Russell2000
RWM
+$1.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.56M

Top Sells

1
+$7.03M
2
+$5.36M
3
+$4.54M
4
AMZN icon
Amazon
AMZN
+$3.51M
5
AAPL icon
Apple
AAPL
+$3.42M

Sector Composition

1 Consumer Discretionary 13.25%
2 Industrials 13.09%
3 Financials 11.18%
4 Technology 9.68%
5 Healthcare 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.34M 0.4%
22,384
-12,350
77
$1.32M 0.39%
17,420
-12,090
78
$1.32M 0.39%
22,484
-11,885
79
$1.31M 0.39%
10,900
+10,560
80
$1.27M 0.38%
14,124
-2,390
81
$1.27M 0.38%
22,896
-450
82
$1.27M 0.38%
72,088
-49,700
83
$1.27M 0.38%
17,465
-11,425
84
$1.26M 0.37%
74,325
-41,550
85
$1.24M 0.37%
47,620
+291
86
$1.23M 0.37%
+25,750
87
$1.19M 0.35%
32,580
-10,510
88
$1.17M 0.35%
28,496
-13,972
89
$1.16M 0.34%
+29,945
90
$1.15M 0.34%
11,115
-77
91
$1.13M 0.34%
5,131
-2,851
92
$1.12M 0.33%
11,169
-6,315
93
$1.1M 0.33%
52,813
-6,868
94
$1.09M 0.32%
37,220
-20,790
95
$1.07M 0.32%
13,980
+170
96
$1.05M 0.31%
+9,295
97
$1.04M 0.31%
4,645
-2,815
98
$1.04M 0.31%
73,588
-2,710
99
$1.03M 0.31%
3,302
-2,900
100
$1.01M 0.3%
77,805
-43,005
2 3
4
5 6