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
$489M
AUM Growth
-$7.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,261
New
Increased
Reduced
Closed

Top Sells

1 +$4.71M
2 +$4.37M
3 +$3.28M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$2.84M
5
DTV
DIRECTV COM STK (DE)
DTV
+$2.31M

Sector Composition

1 Consumer Discretionary 14.21%
2 Industrials 13.74%
3 Financials 12.14%
4 Technology 10.69%
5 Healthcare 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$1.71M 0.35%
+131,500
102
$1.69M 0.35%
10,578
-513
103
$1.63M 0.33%
54,495
+3,525
104
$1.62M 0.33%
14,477
+245
105
$1.61M 0.33%
23,199
-20,621
106
$1.6M 0.33%
15,090
-1,924
107
$1.59M 0.33%
26,374
+1,259
108
$1.58M 0.32%
90,185
-8,255
109
$1.58M 0.32%
176,871
+4,210
110
$1.54M 0.31%
106,408
+13,000
111
$1.53M 0.31%
6,135
-1,820
112
$1.53M 0.31%
20,277
-6,844
113
$1.52M 0.31%
36,640
+27,015
114
$1.51M 0.31%
15,812
+52
115
$1.51M 0.31%
21,900
-1,728
116
$1.51M 0.31%
27,512
-3,227
117
$1.5M 0.31%
28,404
+490
118
$1.49M 0.3%
34,825
+1,020
119
$1.49M 0.3%
40,990
+2,849
120
$1.44M 0.3%
13,749
-15
121
$1.43M 0.29%
67,399
+4,313
122
$1.43M 0.29%
15,645
-2,215
123
$1.39M 0.28%
12,151
-170
124
$1.38M 0.28%
93,917
+5,372
125
$1.35M 0.28%
37,946
-1,336