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
$497M
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,144
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$4.87M
3
+$4.26M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.15M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.74M

Top Sells

1
+$3.59M
2
+$3.02M
3
+$2.78M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.33M
5
PG icon
Procter & Gamble
PG
+$1.28M

Sector Composition

1 Industrials 13.28%
2 Consumer Discretionary 12.16%
3 Financials 11.65%
4 Technology 11.37%
5 Healthcare 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.35M 0.27%
+17,600
127
$1.35M 0.27%
15,373
+8,437
128
$1.33M 0.27%
63,086
+38,210
129
$1.31M 0.26%
14,231
+12,201
130
$1.31M 0.26%
+36,027
131
$1.3M 0.26%
16,128
+7,994
132
$1.29M 0.26%
12,321
+8,040
133
$1.29M 0.26%
88,545
+945
134
$1.28M 0.26%
17,759
+10,196
135
$1.28M 0.26%
93,408
+64,632
136
$1.28M 0.26%
24,658
-13,064
137
$1.24M 0.25%
51,515
-26,225
138
$1.23M 0.25%
+35,580
139
$1.22M 0.25%
11,010
+5,415
140
$1.22M 0.25%
7,019
+6,999
141
$1.22M 0.24%
16,157
+9,937
142
$1.22M 0.24%
+78,005
143
$1.21M 0.24%
26,064
-270
144
$1.2M 0.24%
62,330
-850
145
$1.17M 0.24%
41,983
-20
146
$1.16M 0.23%
13,015
+8,785
147
$1.14M 0.23%
39,879
+37,044
148
$1.14M 0.23%
44,913
-204
149
$1.12M 0.23%
45,555
+15
150
$1.11M 0.22%
31,987
+20,762
4 5
6
7 8