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
$316M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$4.82M
2
+$4.04M
3
+$3.77M
4
MBB icon
iShares MBS ETF
MBB
+$2.94M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.81M

Top Sells

1
+$1.84M
2
+$1.43M
3
+$1.29M
4
TRN icon
Trinity Industries
TRN
+$1.27M
5
ANZ
AUSTRALIA & NW ZEAL ADS(RP5 SH
ANZ
+$1.1M

Sector Composition

1 Industrials 15.23%
2 Technology 9.31%
3 Financials 8.49%
4 Healthcare 8.21%
5 Consumer Discretionary 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$886K 0.28%
4,431
-640
102
$880K 0.28%
16,275
+7,690
103
$876K 0.28%
13,995
104
$876K 0.28%
8,942
-810
105
$868K 0.28%
24,585
-2,491
106
$858K 0.27%
15,815
-285
107
$855K 0.27%
16,906
-6,720
108
$855K 0.27%
+18,098
109
$849K 0.27%
21,137
-2,475
110
$848K 0.27%
27,845
-11,109
111
$830K 0.26%
10,530
-2,015
112
$824K 0.26%
12,555
-165
113
$823K 0.26%
+29,785
114
$816K 0.26%
59,445
-2,240
115
$813K 0.26%
22,504
+892
116
$804K 0.25%
21,735
-90
117
$799K 0.25%
13,256
-2,230
118
$792K 0.25%
37,475
-8,895
119
$787K 0.25%
28,910
-178
120
$784K 0.25%
10,447
-170
121
$782K 0.25%
6,440
+330
122
$781K 0.25%
10,690
-1,500
123
$775K 0.25%
+18,076
124
$775K 0.25%
6,215
-220
125
$767K 0.24%
+11,465
3 4
5
6 7