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
$489M
AUM Growth
-$7.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,261
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.65M
3
+$1.92M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.83M
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.71M

Top Sells

1
+$4.71M
2
+$4.37M
3
+$3.28M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$2.84M
5
DTV
DIRECTV COM STK (DE)
DTV
+$2.31M

Sector Composition

1 Consumer Discretionary 14.21%
2 Industrials 13.74%
3 Financials 12.14%
4 Technology 10.69%
5 Healthcare 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.35M 0.28%
56,072
+4,557
127
$1.34M 0.28%
25,620
+23,605
128
$1.34M 0.28%
46,376
+1,020
129
$1.33M 0.27%
16,042
+669
130
$1.33M 0.27%
36,780
+1,200
131
$1.32M 0.27%
68,180
+5,850
132
$1.32M 0.27%
12,765
-250
133
$1.32M 0.27%
51,484
-29,376
134
$1.31M 0.27%
22,081
-2,577
135
$1.31M 0.27%
13,518
-713
136
$1.3M 0.27%
+38,512
137
$1.29M 0.26%
96,445
+27,180
138
$1.29M 0.26%
79,160
+1,155
139
$1.24M 0.25%
10,912
+3,540
140
$1.24M 0.25%
9,415
+7,905
141
$1.24M 0.25%
+24,755
142
$1.18M 0.24%
16,119
-9
143
$1.17M 0.24%
33,790
-4,640
144
$1.16M 0.24%
35,040
+3,550
145
$1.13M 0.23%
45,724
+811
146
$1.13M 0.23%
41,049
+1,170
147
$1.12M 0.23%
7,268
-1,215
148
$1.11M 0.23%
52,646
-93,053
149
$1.05M 0.21%
9,495
-10,870
150
$1.05M 0.21%
10,807
-203
4 5
6
7 8