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
$497M
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,144
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$4.87M
3
+$4.26M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.15M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.74M

Top Sells

1
+$3.59M
2
+$3.02M
3
+$2.78M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.33M
5
PG icon
Procter & Gamble
PG
+$1.28M

Sector Composition

1 Industrials 13.28%
2 Consumer Discretionary 12.16%
3 Financials 11.65%
4 Technology 11.37%
5 Healthcare 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.08M 0.22%
+52,132
152
$1.07M 0.21%
8,483
-490
153
$1.04M 0.21%
59,110
+34,930
154
$1.04M 0.21%
38,430
-970
155
$1.03M 0.21%
+5,819
156
$1.03M 0.21%
20,810
-540
157
$1.01M 0.2%
+6,884
158
$1.01M 0.2%
8,859
+5,086
159
$996K 0.2%
69,265
+60,630
160
$979K 0.2%
17,857
+9,428
161
$974K 0.2%
10,473
+5,112
162
$944K 0.19%
31,560
+28,280
163
$918K 0.18%
9,935
+5,360
164
$917K 0.18%
14,632
+8,203
165
$916K 0.18%
11,426
+10,110
166
$898K 0.18%
22,410
+19,975
167
$897K 0.18%
+41,080
168
$896K 0.18%
23,495
+20,560
169
$886K 0.18%
15,377
+8,972
170
$883K 0.18%
11,251
+6,649
171
$881K 0.18%
34,280
+31,360
172
$878K 0.18%
17,150
-325
173
$878K 0.18%
37,930
+33,660
174
$876K 0.18%
31,490
-12,240
175
$873K 0.18%
15,618
-70
5 6
7
8 9