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
$337M
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$1.92M
3
+$1.86M
4
RWM icon
ProShares Short Russell2000
RWM
+$1.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.56M

Top Sells

1
+$7.03M
2
+$5.36M
3
+$4.54M
4
AMZN icon
Amazon
AMZN
+$3.51M
5
AAPL icon
Apple
AAPL
+$3.42M

Sector Composition

1 Consumer Discretionary 13.25%
2 Industrials 13.09%
3 Financials 11.18%
4 Technology 9.68%
5 Healthcare 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$804K 0.24%
9,130
-4,275
127
$804K 0.24%
8,160
-4,320
128
$790K 0.23%
8,207
-4,645
129
$782K 0.23%
23,020
-750
130
$782K 0.23%
6,353
+405
131
$776K 0.23%
16,197
+7,692
132
$773K 0.23%
5,425
-3,675
133
$769K 0.23%
24,161
-17,565
134
$768K 0.23%
55,793
-29,525
135
$763K 0.23%
25,589
+3,835
136
$761K 0.23%
14,190
+4,680
137
$731K 0.22%
17,828
-2,295
138
$723K 0.21%
16,943
-1,590
139
$721K 0.21%
+3,085
140
$718K 0.21%
9,205
-3,170
141
$716K 0.21%
9,325
+2,880
142
$714K 0.21%
10,264
-6,796
143
$707K 0.21%
8,389
-7,385
144
$707K 0.21%
16,067
-10,515
145
$703K 0.21%
37,199
-3,906
146
$700K 0.21%
9,698
-930
147
$700K 0.21%
14,010
+4,600
148
$699K 0.21%
7,992
-1,110
149
$688K 0.2%
3,375
-6,930
150
$683K 0.2%
21,165
-1,716
4 5
6
7 8