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
$337M
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$1.92M
3
+$1.86M
4
RWM icon
ProShares Short Russell2000
RWM
+$1.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.56M

Top Sells

1
+$7.03M
2
+$5.36M
3
+$4.54M
4
AMZN icon
Amazon
AMZN
+$3.51M
5
AAPL icon
Apple
AAPL
+$3.42M

Sector Composition

1 Consumer Discretionary 13.25%
2 Industrials 13.09%
3 Financials 11.18%
4 Technology 9.68%
5 Healthcare 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$671K 0.2%
17,380
-1,760
152
$665K 0.2%
24,732
-21,480
153
$662K 0.2%
24,822
-3,340
154
$658K 0.2%
28,910
-12,665
155
$656K 0.19%
10,512
-7,238
156
$651K 0.19%
12,903
-1,645
157
$649K 0.19%
1,905
-1,185
158
$642K 0.19%
+12,140
159
$641K 0.19%
+29,595
160
$639K 0.19%
+22,255
161
$637K 0.19%
+11,860
162
$629K 0.19%
11,300
-485
163
$625K 0.19%
11,495
-6,675
164
$622K 0.18%
27,410
-17,575
165
$620K 0.18%
20,085
+13,335
166
$620K 0.18%
34,966
-2,521
167
$608K 0.18%
18,110
-12,075
168
$601K 0.18%
4,307
-615
169
$601K 0.18%
7,600
-11,665
170
$578K 0.17%
47,621
-6,816
171
$575K 0.17%
+7,280
172
$573K 0.17%
25,170
-53,350
173
$572K 0.17%
13,260
-7,185
174
$571K 0.17%
13,487
+13,382
175
$567K 0.17%
7,925
-4,645
5 6
7
8 9