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
$304M
AUM Growth
-$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
882
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$2.06M
3
+$1.12M
4
CVS icon
CVS Health
CVS
+$1.07M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$773K

Top Sells

1
+$3.71M
2
+$3.24M
3
+$3.12M
4
INDA icon
iShares MSCI India ETF
INDA
+$2.78M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.1M

Sector Composition

1 Financials 14.58%
2 Industrials 13.86%
3 Consumer Discretionary 11.94%
4 Technology 11.01%
5 Healthcare 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$811K 0.27%
15,145
-2,565
127
$809K 0.27%
552
-68
128
$809K 0.27%
10,295
-310
129
$803K 0.26%
25,511
+915
130
$803K 0.26%
9,199
-1,567
131
$795K 0.26%
14,966
+580
132
$795K 0.26%
7,530
-155
133
$793K 0.26%
11,132
-1,621
134
$792K 0.26%
8,235
+115
135
$779K 0.26%
25,284
+644
136
$777K 0.26%
43,970
+2,100
137
$777K 0.26%
2,041
+34
138
$777K 0.26%
16,790
-575
139
$773K 0.25%
13,796
+3,390
140
$769K 0.25%
14,170
-5,820
141
$766K 0.25%
9,240
-225
142
$765K 0.25%
8,541
+405
143
$760K 0.25%
18,070
+1,335
144
$759K 0.25%
87,975
+225
145
$758K 0.25%
15,995
-4,055
146
$756K 0.25%
10,608
+2,681
147
$755K 0.25%
+5,195
148
$755K 0.25%
6,444
+280
149
$751K 0.25%
17,745
+2,410
150
$750K 0.25%
19,293
-25
4 5
6
7 8