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
$316M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$4.82M
2
+$4.04M
3
+$3.77M
4
MBB icon
iShares MBS ETF
MBB
+$2.94M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.81M

Top Sells

1
+$1.84M
2
+$1.43M
3
+$1.29M
4
TRN icon
Trinity Industries
TRN
+$1.27M
5
ANZ
AUSTRALIA & NW ZEAL ADS(RP5 SH
ANZ
+$1.1M

Sector Composition

1 Industrials 15.23%
2 Technology 9.31%
3 Financials 8.49%
4 Healthcare 8.21%
5 Consumer Discretionary 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$764K 0.24%
28,418
-6,605
127
$756K 0.24%
+23,040
128
$756K 0.24%
10,272
-300
129
$754K 0.24%
7,285
-3,975
130
$747K 0.24%
+21,190
131
$746K 0.24%
9,675
+200
132
$746K 0.24%
16,848
-4,295
133
$743K 0.24%
21,976
+190
134
$736K 0.23%
+16,177
135
$732K 0.23%
26,806
-7,115
136
$731K 0.23%
15,384
-1,740
137
$730K 0.23%
8,805
+2,575
138
$728K 0.23%
24,636
-1,975
139
$728K 0.23%
+24,945
140
$724K 0.23%
288,197
-114,278
141
$720K 0.23%
10,704
-664
142
$719K 0.23%
31,240
+390
143
$715K 0.23%
17,887
+3,851
144
$714K 0.23%
14,240
+210
145
$713K 0.23%
14,075
+1,325
146
$711K 0.23%
28,160
-1,200
147
$710K 0.22%
8,684
-415
148
$709K 0.22%
39,900
+2,035
149
$700K 0.22%
15,392
+655
150
$670K 0.21%
28,826
-1,437
4 5
6
7 8