IPC

Independent Portfolio Consultants Portfolio holdings

AUM $241M
1-Year Est. Return 21.8%
This Fund
S&P 500
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
+$4.68M
2
+$3.92M
3
+$3.86M
4
MBB icon
iShares MBS ETF
MBB
+$2.94M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.69M

Top Sells

1
+$1.83M
2
+$1.43M
3
+$1.29M
4
TRN icon
Trinity Industries
TRN
+$1.13M
5
VOD icon
Vodafone
VOD
+$1.12M

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
$756K 0.24%
+23,040
127
$756K 0.24%
10,272
-300
128
$754K 0.24%
7,285
-3,975
129
$747K 0.24%
+21,190
130
$746K 0.24%
16,848
-4,295
131
$746K 0.24%
9,675
+200
132
$743K 0.24%
21,976
+190
133
$736K 0.23%
+16,177
134
$732K 0.23%
26,806
-7,115
135
$731K 0.23%
15,384
-1,740
136
$730K 0.23%
8,805
+2,575
137
$728K 0.23%
24,636
-1,975
138
$728K 0.23%
+24,945
139
$724K 0.23%
288,197
-114,278
140
$720K 0.23%
10,858
-673
141
$719K 0.23%
31,240
+390
142
$715K 0.23%
17,887
+3,851
143
$714K 0.23%
14,240
+210
144
$713K 0.23%
14,075
+1,325
145
$711K 0.23%
28,160
-1,200
146
$710K 0.22%
8,684
-415
147
$709K 0.22%
39,900
+2,035
148
$700K 0.22%
15,392
+655
149
$670K 0.21%
28,826
-1,437
150
$668K 0.21%
8,107
-1,020
4 5
6
7 8