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
$319M
AUM Growth
+$1.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
778
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$3.1M
3
+$1.93M
4
AMSG
Amsurg Corp
AMSG
+$1.35M
5
PII icon
Polaris
PII
+$1.19M

Top Sells

1
+$5.28M
2
+$3.06M
3
+$2.19M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.51M
5
IHS
IHS INC CL-A COM STK
IHS
+$960K

Sector Composition

1 Industrials 12.49%
2 Financials 12.21%
3 Consumer Discretionary 11.17%
4 Technology 11.16%
5 Healthcare 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.13M 0.35%
21,158
-1,240
77
$1.12M 0.35%
34,125
-5,225
78
$1.12M 0.35%
28,175
-320
79
$1.12M 0.35%
19,990
-785
80
$1.1M 0.34%
16,020
-160
81
$1.09M 0.34%
17,630
+3,990
82
$1.09M 0.34%
13,040
+1,480
83
$1.08M 0.34%
7,633
-1,045
84
$1.08M 0.34%
6,489
+395
85
$1.07M 0.34%
88,696
+3,745
86
$1.06M 0.33%
16,370
-765
87
$1.05M 0.33%
22,204
+3,055
88
$1.05M 0.33%
6,273
+152
89
$1.04M 0.33%
24,101
-1,653
90
$1.04M 0.33%
+17,710
91
$1.04M 0.33%
+10,767
92
$1.03M 0.32%
8,398
-208
93
$1.02M 0.32%
10,510
-595
94
$1.01M 0.32%
20,898
-4,581
95
$994K 0.31%
7,728
-150
96
$987K 0.31%
4,147
+130
97
$976K 0.31%
15,262
-493
98
$971K 0.3%
23,520
+20
99
$970K 0.3%
68,970
-500
100
$946K 0.3%
36,900
-158
2 3
4
5 6