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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
$497M
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,144
New
Increased
Reduced
Closed

Top Buys

1
+$5.3M
2
+$4.8M
3
+$4.25M
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$4.13M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.73M

Top Sells

1
+$3.59M
2
+$3.02M
3
+$2.78M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.33M
5
PG icon
Procter & Gamble
PG
+$1.24M

Sector Composition

1 Industrials 13.28%
2 Consumer Discretionary 12.16%
3 Financials 11.65%
4 Technology 11.37%
5 Healthcare 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.74M 0.35%
28,248
-9,865
102
$1.74M 0.35%
25,115
+15,530
103
$1.73M 0.35%
98,440
-415
104
$1.71M 0.35%
57,982
+22,817
105
$1.66M 0.33%
33,805
+20,380
106
$1.65M 0.33%
52,164
+28,837
107
$1.64M 0.33%
1,285
+788
108
$1.62M 0.33%
38,141
+23,432
109
$1.61M 0.33%
26,128
-12,080
110
$1.61M 0.32%
12,615
+5,198
111
$1.57M 0.32%
14,232
-325
112
$1.57M 0.32%
23,628
+15,957
113
$1.54M 0.31%
13,764
+2,056
114
$1.53M 0.31%
+83,007
115
$1.53M 0.31%
17,884
+4,497
116
$1.52M 0.31%
39,282
+23,923
117
$1.52M 0.31%
59,385
+33,775
118
$1.5M 0.3%
30,739
+825
119
$1.49M 0.3%
15,760
+6,235
120
$1.49M 0.3%
50,375
+23,595
121
$1.47M 0.3%
27,914
-1,190
122
$1.47M 0.3%
172,661
+152,950
123
$1.39M 0.28%
45,356
+42,245
124
$1.37M 0.28%
50,970
+31,210
125
$1.35M 0.27%
14,335
+7,010
3 4
5
6 7