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
$318M
AUM Growth
-$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
798
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$5.35M
3
+$2.78M
4
ENZL icon
iShares MSCI New Zealand ETF
ENZL
+$1.98M
5
WFC icon
Wells Fargo
WFC
+$1.16M

Top Sells

1
+$6.51M
2
+$4.81M
3
+$3.3M
4
ADT
ADT Corp
ADT
+$2.35M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.28M

Sector Composition

1 Industrials 12.02%
2 Consumer Discretionary 11.79%
3 Financials 11.27%
4 Technology 10.14%
5 Healthcare 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.09M 0.34%
28,495
+10,365
77
$1.07M 0.34%
84,951
+2,403
78
$1.05M 0.33%
+10,073
79
$1.04M 0.33%
17,135
+6,280
80
$1.04M 0.33%
77,695
-17,224
81
$1.04M 0.33%
74,928
+2,540
82
$1.03M 0.32%
13,603
+615
83
$1.02M 0.32%
46,675
+17,465
84
$1.02M 0.32%
15,050
+4,225
85
$1.02M 0.32%
15,755
+834
86
$1.01M 0.32%
116,601
-55,836
87
$1.01M 0.32%
18,851
+1,140
88
$1.01M 0.32%
25,754
-3,127
89
$1.01M 0.32%
6,094
-8,891
90
$1.01M 0.32%
7,878
-7,031
91
$990K 0.31%
25,479
-9,585
92
$979K 0.31%
4,017
-4,013
93
$975K 0.31%
8,606
-469
94
$969K 0.31%
11,105
+10,675
95
$960K 0.3%
6,915
-2,785
96
$960K 0.3%
8,302
+325
97
$956K 0.3%
8,299
-8,769
98
$944K 0.3%
8,766
+550
99
$937K 0.3%
23,500
+7,850
100
$929K 0.29%
11,560
-2,300
2 3
4
5 6