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
$500M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,272
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.1M
3
+$2.06M
4
RWM icon
ProShares Short Russell2000
RWM
+$2.01M
5
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$1.91M

Top Sells

1
+$2.19M
2
+$2.08M
3
+$1.84M
4
ORCL icon
Oracle
ORCL
+$1.73M
5
ARG
Airgas Inc
ARG
+$1.56M

Sector Composition

1 Consumer Discretionary 13.39%
2 Industrials 12.83%
3 Financials 12.36%
4 Technology 10.11%
5 Healthcare 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.39M 0.28%
94,460
-1,985
127
$1.39M 0.28%
73,172
-15,190
128
$1.39M 0.28%
52,483
+999
129
$1.38M 0.28%
31,823
-7,058
130
$1.38M 0.28%
90,905
+11,745
131
$1.38M 0.28%
52,715
+37,690
132
$1.36M 0.27%
14,119
+370
133
$1.36M 0.27%
6,565
+430
134
$1.34M 0.27%
70,300
-21
135
$1.34M 0.27%
54,005
-490
136
$1.33M 0.27%
21,720
-4,654
137
$1.29M 0.26%
12,538
-980
138
$1.29M 0.26%
39,845
-12,155
139
$1.29M 0.26%
35,960
-820
140
$1.28M 0.26%
12,775
+10
141
$1.26M 0.25%
69,630
+69,619
142
$1.25M 0.25%
33,820
-7,170
143
$1.24M 0.25%
15,950
+3,288
144
$1.23M 0.25%
+41,360
145
$1.22M 0.24%
12,622
+1,815
146
$1.22M 0.24%
81,183
-41,514
147
$1.22M 0.24%
51,519
+10,470
148
$1.22M 0.24%
24,164
-591
149
$1.21M 0.24%
45,133
-591
150
$1.17M 0.23%
+34,864
4 5
6
7 8