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
$318M
AUM Growth
-$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
798
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$5.35M
3
+$2.78M
4
ENZL icon
iShares MSCI New Zealand ETF
ENZL
+$1.98M
5
WFC icon
Wells Fargo
WFC
+$1.16M

Top Sells

1
+$6.51M
2
+$4.81M
3
+$3.3M
4
ADT
ADT Corp
ADT
+$2.35M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.28M

Sector Composition

1 Industrials 12.02%
2 Consumer Discretionary 11.79%
3 Financials 11.27%
4 Technology 10.14%
5 Healthcare 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$921K 0.29%
39,350
+12,725
102
$921K 0.29%
19,149
-1,115
103
$915K 0.29%
25,220
+9,150
104
$907K 0.29%
22,680
+8,305
105
$901K 0.28%
13,575
-725
106
$900K 0.28%
16,298
-16,568
107
$899K 0.28%
11,050
+3,875
108
$895K 0.28%
11,800
+2,895
109
$880K 0.28%
12,574
-120
110
$870K 0.27%
69,470
+26,755
111
$867K 0.27%
13,670
+5,280
112
$867K 0.27%
18,462
-15,308
113
$857K 0.27%
28,394
+10,307
114
$847K 0.27%
11,644
-618
115
$841K 0.26%
25,994
-1,325
116
$837K 0.26%
9,125
+2,780
117
$830K 0.26%
20,809
-12,185
118
$827K 0.26%
24,767
-5,725
119
$818K 0.26%
17,375
-905
120
$811K 0.26%
6,365
-2,210
121
$795K 0.25%
8,121
-8,853
122
$793K 0.25%
+13,640
123
$782K 0.25%
17,165
+4,930
124
$780K 0.25%
14,346
-15,176
125
$777K 0.24%
622
+17
3 4
5
6 7