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
$371M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$3.02M
3
+$2.78M
4
PNR icon
Pentair
PNR
+$2.18M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.75M

Top Sells

1
+$4.26M
2
+$4.24M
3
+$2.84M
4
URS
URS CORP
URS
+$2.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.92M

Sector Composition

1 Industrials 14.61%
2 Technology 10.8%
3 Consumer Discretionary 9.71%
4 Financials 9.65%
5 Healthcare 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$786K 0.21%
11,525
+150
127
$783K 0.21%
17,546
+3,870
128
$782K 0.21%
21,009
+502
129
$778K 0.21%
10,500
+4,860
130
$773K 0.21%
32,425
+3,825
131
$772K 0.21%
35,705
+695
132
$770K 0.21%
18,005
+2,795
133
$765K 0.21%
23,674
+5,274
134
$760K 0.2%
54,960
-4,492
135
$760K 0.2%
23,327
+2,275
136
$749K 0.2%
8,134
+3,112
137
$744K 0.2%
11,604
-2,302
138
$742K 0.2%
+36,755
139
$741K 0.2%
15,477
+195
140
$740K 0.2%
14,315
-670
141
$734K 0.2%
14,725
+265
142
$734K 0.2%
3,725
-4,885
143
$729K 0.2%
49,315
-8,036
144
$729K 0.2%
10,322
-418
145
$714K 0.19%
31,620
+2,885
146
$710K 0.19%
42,395
-15,733
147
$706K 0.19%
6,810
-245
148
$705K 0.19%
21,350
+315
149
$697K 0.19%
6,110
-2,455
150
$692K 0.19%
13,425
-540
4 5
6
7 8