We are live on ! Find out more
IPC

Independent Portfolio Consultants Portfolio holdings

AUM $241M
1-Year Est. Return 21.8%
This Fund
S&P 500
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
+$2.84M
2
+$2.02M
3
+$2.02M
4
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$1.99M
5
REK icon
ProShares Short Real Estate
REK
+$1.96M

Top Sells

1
+$2.27M
2
+$2.08M
3
+$1.87M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.84M
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
1176
– –
0
1177
– –
0
1178
– –
-8
1179
– –
-1,503
1180
– –
-44
1181
– –
-129
1182
– –
0
1183
– –
-10
1184
– –
0
1185
– –
-70
1186
– –
-104
1187
– –
-50
1188
– –
-35
1189
– –
0
1190
– –
-4
1191
– –
-17,409
1192
– –
-52
1193
– –
-45
1194
– –
0
1195
– –
-319
1196
– –
-6,290
1197
– –
0
1198
– –
-25
1199
– –
0
1200
– –
-765
46 47
48
49 50