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
$500M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,272
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.1M
3
+$2.06M
4
RWM icon
ProShares Short Russell2000
RWM
+$2.01M
5
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$1.91M

Top Sells

1
+$2.19M
2
+$2.08M
3
+$1.84M
4
ORCL icon
Oracle
ORCL
+$1.73M
5
ARG
Airgas Inc
ARG
+$1.56M

Sector Composition

1 Consumer Discretionary 13.39%
2 Industrials 12.83%
3 Financials 12.36%
4 Technology 10.11%
5 Healthcare 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.16M 0.23%
55,686
-11,713
152
$1.1M 0.22%
51,442
-1,204
153
$1.1M 0.22%
27,045
-7,780
154
$1.09M 0.22%
13,963
+11,405
155
$1.09M 0.22%
83,275
+5,111
156
$1.08M 0.22%
13,960
-28,129
157
$1.08M 0.22%
32,306
+3,821
158
$1.05M 0.21%
10,045
+8,882
159
$1.04M 0.21%
+14,865
160
$1.03M 0.21%
13,280
+1,566
161
$1.03M 0.21%
8,875
+8,854
162
$1.01M 0.2%
25,895
+2,765
163
$1M 0.2%
17,805
+140
164
$997K 0.2%
39,520
+4,070
165
$994K 0.2%
43,795
+4,945
166
$988K 0.2%
32,014
+410
167
$977K 0.2%
22,134
-2,861
168
$965K 0.19%
11,595
+1,124
169
$950K 0.19%
16,515
+1,138
170
$937K 0.19%
8,358
+2,410
171
$924K 0.18%
10,893
+2,407
172
$907K 0.18%
15,742
+1,173
173
$903K 0.18%
41,440
+2,445
174
$898K 0.18%
39,518
+24,405
175
$895K 0.18%
17,435
-10
5 6
7
8 9