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
$318M
AUM Growth
-$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
798
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$5.35M
3
+$2.78M
4
ENZL icon
iShares MSCI New Zealand ETF
ENZL
+$1.98M
5
WFC icon
Wells Fargo
WFC
+$1.16M

Top Sells

1
+$6.51M
2
+$4.81M
3
+$3.3M
4
ADT
ADT Corp
ADT
+$2.35M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.28M

Sector Composition

1 Industrials 12.02%
2 Consumer Discretionary 11.79%
3 Financials 11.27%
4 Technology 10.14%
5 Healthcare 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$777K 0.24%
37,058
+11,498
127
$771K 0.24%
10,855
+3,990
128
$760K 0.24%
21,705
+7,985
129
$755K 0.24%
9,500
+3,570
130
$754K 0.24%
46,700
+16,920
131
$753K 0.24%
13,530
-850
132
$753K 0.24%
8,682
+20
133
$750K 0.24%
11,855
-130
134
$749K 0.24%
8,508
-9,098
135
$749K 0.24%
32,607
-405
136
$731K 0.23%
8,050
+675
137
$729K 0.23%
6,149
-6,507
138
$716K 0.23%
116,500
+43,625
139
$716K 0.23%
15,515
+5,605
140
$711K 0.22%
2,077
+80
141
$710K 0.22%
13,102
-896
142
$709K 0.22%
36,984
-2,148
143
$709K 0.22%
38,870
-42,015
144
$708K 0.22%
5,550
+1,980
145
$706K 0.22%
26,415
+8,495
146
$702K 0.22%
18,690
+6,475
147
$700K 0.22%
22,657
-662
148
$699K 0.22%
16,708
-855
149
$693K 0.22%
21,195
+7,515
150
$690K 0.22%
11,010
-700
4 5
6
7 8