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
$304M
AUM Growth
-$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
882
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$2.06M
3
+$1.12M
4
CVS icon
CVS Health
CVS
+$1.07M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$773K

Top Sells

1
+$3.71M
2
+$3.24M
3
+$3.12M
4
INDA icon
iShares MSCI India ETF
INDA
+$2.78M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.1M

Sector Composition

1 Financials 14.58%
2 Industrials 13.86%
3 Consumer Discretionary 11.94%
4 Technology 11.01%
5 Healthcare 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.07M 0.35%
+13,594
77
$1.07M 0.35%
13,790
+125
78
$1.06M 0.35%
35,181
-24,292
79
$1.06M 0.35%
10,250
-260
80
$1.06M 0.35%
7,906
+178
81
$1.05M 0.35%
15,240
-22
82
$1.04M 0.34%
14,255
-70
83
$1.04M 0.34%
24,150
+630
84
$1.03M 0.34%
13,345
-155
85
$1.02M 0.34%
6,664
+175
86
$1.02M 0.33%
16,555
-5
87
$1.01M 0.33%
23,981
-610
88
$1.01M 0.33%
12,853
+3,804
89
$1M 0.33%
15,800
+1,865
90
$998K 0.33%
27,504
+4,196
91
$998K 0.33%
27,167
-755
92
$989K 0.33%
12,280
+1,275
93
$987K 0.32%
8,426
+28
94
$979K 0.32%
12,085
+225
95
$978K 0.32%
18,080
-9,230
96
$968K 0.32%
13,520
-1,936
97
$964K 0.32%
8,409
-122
98
$957K 0.31%
29,185
-440
99
$947K 0.31%
25,442
+2,865
100
$943K 0.31%
7,590
+135
2 3
4
5 6