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
$371M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$3.02M
3
+$2.78M
4
PNR icon
Pentair
PNR
+$2.18M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.75M

Top Sells

1
+$4.26M
2
+$4.24M
3
+$2.84M
4
URS
URS CORP
URS
+$2.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.92M

Sector Composition

1 Industrials 14.61%
2 Technology 10.8%
3 Consumer Discretionary 9.71%
4 Financials 9.65%
5 Healthcare 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$687K 0.19%
9,408
-2,217
152
$686K 0.18%
3,423
-1,233
153
$685K 0.18%
9,585
+1,435
154
$684K 0.18%
5,182
+1,019
155
$684K 0.18%
8,112
+70
156
$680K 0.18%
9,888
+1,545
157
$677K 0.18%
22,545
-5,490
158
$673K 0.18%
12,683
+10,258
159
$667K 0.18%
5,948
-2,105
160
$667K 0.18%
5,675
+865
161
$665K 0.18%
6,936
-6,592
162
$665K 0.18%
10,020
+2,110
163
$662K 0.18%
2,744
+659
164
$661K 0.18%
7,325
+205
165
$661K 0.18%
28,413
+230
166
$660K 0.18%
289,339
+3,131
167
$657K 0.18%
24,180
+210
168
$656K 0.18%
11,960
+2,835
169
$656K 0.18%
19,700
+1,720
170
$654K 0.18%
14,709
+2,348
171
$647K 0.17%
2,433
+123
172
$646K 0.17%
+20,470
173
$645K 0.17%
+11,455
174
$644K 0.17%
16,303
+698
175
$635K 0.17%
13,865
-1,410
5 6
7
8 9