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
$489M
AUM Growth
-$7.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,261
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.65M
3
+$1.92M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.83M
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.71M

Top Sells

1
+$4.71M
2
+$4.37M
3
+$3.28M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$2.84M
5
DTV
DIRECTV COM STK (DE)
DTV
+$2.31M

Sector Composition

1 Consumer Discretionary 14.21%
2 Industrials 13.74%
3 Financials 12.14%
4 Technology 10.69%
5 Healthcare 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.02M 0.21%
24,995
-1,069
152
$1.01M 0.21%
94,828
-8,848
153
$995K 0.2%
11,714
+288
154
$989K 0.2%
12,662
+2,189
155
$965K 0.2%
28,485
+28,090
156
$961K 0.2%
17,665
-192
157
$954K 0.2%
+78,164
158
$953K 0.19%
32,390
+830
159
$938K 0.19%
+23,130
160
$934K 0.19%
8,449
-410
161
$910K 0.19%
17,445
+295
162
$909K 0.19%
35,450
+1,170
163
$905K 0.19%
38,850
+920
164
$890K 0.18%
10,471
+536
165
$887K 0.18%
+55,120
166
$882K 0.18%
12,512
-2,392
167
$879K 0.18%
14,569
-63
168
$877K 0.18%
15,377
169
$870K 0.18%
31,604
-383
170
$830K 0.17%
18,045
-1,005
171
$828K 0.17%
12,530
+1,470
172
$826K 0.17%
14,578
-1,040
173
$821K 0.17%
28,275
-1,450
174
$818K 0.17%
12,853
-605
175
$801K 0.16%
10,891
-360
5 6
7
8 9