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
$319M
AUM Growth
+$1.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
778
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$3.1M
3
+$1.93M
4
AMSG
Amsurg Corp
AMSG
+$1.35M
5
PII icon
Polaris
PII
+$1.19M

Top Sells

1
+$5.28M
2
+$3.06M
3
+$2.19M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.51M
5
IHS
IHS INC CL-A COM STK
IHS
+$960K

Sector Composition

1 Industrials 12.49%
2 Financials 12.21%
3 Technology 11.22%
4 Consumer Discretionary 11.17%
5 Healthcare 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$795K 0.25%
27,286
+4,629
127
$793K 0.25%
19,350
+485
128
$792K 0.25%
23,308
-1,182
129
$792K 0.25%
11,547
-264
130
$792K 0.25%
24,640
-127
131
$792K 0.25%
12,227
+372
132
$789K 0.25%
25,800
+1,375
133
$788K 0.25%
24,591
-1,455
134
$786K 0.25%
19,318
-260
135
$785K 0.25%
18,140
+3,340
136
$783K 0.25%
20,795
+14,140
137
$776K 0.24%
33,624
+1,017
138
$775K 0.24%
10,000
-115
139
$773K 0.24%
10,766
+987
140
$773K 0.24%
29,625
-17,050
141
$769K 0.24%
14,879
+380
142
$765K 0.24%
11,860
-125
143
$763K 0.24%
16,735
-640
144
$761K 0.24%
8,120
+4,870
145
$752K 0.24%
7,455
-115
146
$750K 0.24%
6,164
+15
147
$750K 0.24%
8,136
+15
148
$744K 0.23%
33,057
-820
149
$744K 0.23%
25,535
-395
150
$738K 0.23%
22,720
+145
4 5
6
7 8