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
$500M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,272
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.1M
3
+$2.06M
4
RWM icon
ProShares Short Russell2000
RWM
+$2.01M
5
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$1.91M

Top Sells

1
+$2.19M
2
+$2.08M
3
+$1.84M
4
ORCL icon
Oracle
ORCL
+$1.73M
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
101
$1.58M 0.32%
16,964
+1,152
102
$1.58M 0.32%
44,470
-9,425
103
$1.58M 0.32%
43,334
-9,265
104
$1.56M 0.31%
82,743
-20,699
105
$1.56M 0.31%
89,995
-190
106
$1.55M 0.31%
23,443
+1,543
107
$1.54M 0.31%
39,736
+1,790
108
$1.53M 0.31%
64,272
+8,200
109
$1.52M 0.3%
24,310
+1,111
110
$1.52M 0.3%
6,765
+6,550
111
$1.51M 0.3%
78,540
+10,360
112
$1.51M 0.3%
+24,265
113
$1.49M 0.3%
50,876
+4,500
114
$1.47M 0.29%
46,280
+41,660
115
$1.47M 0.29%
47,850
+12,810
116
$1.47M 0.29%
28,194
-23,889
117
$1.46M 0.29%
26,920
-360
118
$1.45M 0.29%
44,890
-8,495
119
$1.44M 0.29%
25,795
-12,990
120
$1.43M 0.29%
18,319
+2,277
121
$1.42M 0.28%
+19,219
122
$1.4M 0.28%
26,490
+350
123
$1.39M 0.28%
17,943
+1,824
124
$1.39M 0.28%
12,296
+145
125
$1.39M 0.28%
15,860
+215
3 4
5
6 7