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
$316M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$4.82M
2
+$4.04M
3
+$3.77M
4
MBB icon
iShares MBS ETF
MBB
+$2.94M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.81M

Top Sells

1
+$1.84M
2
+$1.43M
3
+$1.29M
4
TRN icon
Trinity Industries
TRN
+$1.27M
5
ANZ
AUSTRALIA & NW ZEAL ADS(RP5 SH
ANZ
+$1.1M

Sector Composition

1 Industrials 15.23%
2 Technology 9.31%
3 Financials 8.49%
4 Healthcare 8.21%
5 Consumer Discretionary 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$668K 0.21%
8,107
-1,020
152
$666K 0.21%
11,330
-9,645
153
$659K 0.21%
21,227
-2,462
154
$656K 0.21%
19,083
+1,280
155
$654K 0.21%
12,486
-389
156
$649K 0.21%
15,235
157
$642K 0.2%
17,040
-478
158
$628K 0.2%
60
+3
159
$626K 0.2%
11,570
-2,323
160
$622K 0.2%
18,140
-4,120
161
$622K 0.2%
23,625
-4,705
162
$622K 0.2%
+7,370
163
$619K 0.2%
25,950
164
$618K 0.2%
+11,734
165
$616K 0.2%
21,860
+1,245
166
$613K 0.19%
15,688
-2,127
167
$610K 0.19%
18,320
+7,330
168
$605K 0.19%
18,712
-681
169
$602K 0.19%
+5,795
170
$601K 0.19%
14,065
-30
171
$598K 0.19%
14,125
172
$594K 0.19%
6,370
+1,020
173
$587K 0.19%
+22,830
174
$586K 0.19%
9,970
-530
175
$585K 0.19%
5,895
-320
5 6
7
8 9