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
$304M
AUM Growth
-$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
882
New
Increased
Reduced
Closed

Top Buys

1 +$2.07M
2 +$2.06M
3 +$1.12M
4
CVS icon
CVS Health
CVS
+$1.07M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$773K

Top Sells

1 +$3.71M
2 +$3.24M
3 +$3.12M
4
INDA icon
iShares MSCI India ETF
INDA
+$2.78M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.1M

Sector Composition

1 Financials 14.58%
2 Industrials 13.86%
3 Consumer Discretionary 11.94%
4 Technology 11.01%
5 Healthcare 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$924K 0.3%
8,953
+450
102
$914K 0.3%
40,413
+17,345
103
$911K 0.3%
25,260
+3,105
104
$911K 0.3%
19,225
+1,085
105
$911K 0.3%
10,510
-2,530
106
$905K 0.3%
23,530
+1,160
107
$905K 0.3%
16,450
-2,325
108
$898K 0.3%
30,242
-3,883
109
$896K 0.29%
11,631
+1,146
110
$888K 0.29%
9,425
-1,342
111
$887K 0.29%
23,565
-536
112
$886K 0.29%
6,308
+35
113
$880K 0.29%
6,405
+70
114
$861K 0.28%
7,345
-8,600
115
$853K 0.28%
36,298
+121
116
$852K 0.28%
84,500
+31,425
117
$841K 0.28%
25,140
-395
118
$840K 0.28%
36,370
+4,225
119
$832K 0.27%
5,786
+1,282
120
$832K 0.27%
17,720
+150
121
$829K 0.27%
14,629
+200
122
$825K 0.27%
11,594
-5,501
123
$819K 0.27%
9,760
-240
124
$815K 0.27%
11,230
+2,180
125
$811K 0.27%
9,855
-39,392