IPC

Independent Portfolio Consultants Portfolio holdings

AUM $241M
This Quarter Return
+0.38%
1 Year Return
+21.8%
3 Year Return
+32.36%
5 Year Return
10 Year Return
AUM
$500M
AUM Growth
+$500M
Cap. Flow
+$7.53M
Cap. Flow %
1.51%
Top 10 Hldgs %
11.98%
Holding
1,272
New
105
Increased
404
Reduced
299
Closed
263

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 Shares
Change %
Capital Flow
PRLB icon
1201
Protolabs
PRLB
$1.17B
0
PSA icon
1202
Public Storage
PSA
$51.2B
-6
Closed -$1K
ADBE icon
1203
Adobe
ADBE
$148B
-66
Closed -$5K
ADI icon
1204
Analog Devices
ADI
$120B
-8
Closed -$1K
ADM icon
1205
Archer Daniels Midland
ADM
$29.7B
-16
Closed -$1K
ADP icon
1206
Automatic Data Processing
ADP
$121B
-61
Closed -$5K
ADSK icon
1207
Autodesk
ADSK
$67.9B
-28
Closed -$2K
AEE icon
1208
Ameren
AEE
$27B
-32
Closed -$1K
AES icon
1209
AES
AES
$9.42B
-28
Closed
AIVI icon
1210
WisdomTree International AI Enhanced Value Fund
AIVI
$56.9M
0
AIV
1211
Aimco
AIV
$1.1B
-26
Closed -$1K
ALLE icon
1212
Allegion
ALLE
$14.4B
-13
Closed -$1K
AMAT icon
1213
Applied Materials
AMAT
$124B
-6,145
Closed -$139K
AMP icon
1214
Ameriprise Financial
AMP
$47.8B
-32
Closed -$4K
AON icon
1215
Aon
AON
$80.6B
-59
Closed -$6K
APD icon
1216
Air Products & Chemicals
APD
$64.8B
-12
Closed -$2K
ARE icon
1217
Alexandria Real Estate Equities
ARE
$13.9B
-70
Closed -$7K
ASML icon
1218
ASML
ASML
$290B
-72
Closed -$7K
ATGE icon
1219
Adtalem Global Education
ATGE
$4.83B
-7
Closed
ATI icon
1220
ATI
ATI
$10.5B
-12
Closed
AVAV icon
1221
AeroVironment
AVAV
$11.9B
0
AVB icon
1222
AvalonBay Communities
AVB
$27.2B
-14
Closed -$2K
AVY icon
1223
Avery Dennison
AVY
$13B
-15
Closed -$1K
AXON icon
1224
Axon Enterprise
AXON
$56.9B
0
CAG icon
1225
Conagra Brands
CAG
$9.19B
-54
Closed -$2K