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
$319M
AUM Growth
+$1.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
778
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$3.1M
3
+$1.93M
4
AMSG
Amsurg Corp
AMSG
+$1.35M
5
PII icon
Polaris
PII
+$1.19M

Top Sells

1
+$5.28M
2
+$3.06M
3
+$2.19M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.51M
5
IHS
IHS INC CL-A COM STK
IHS
+$960K

Sector Composition

1 Industrials 12.49%
2 Financials 12.21%
3 Technology 11.22%
4 Consumer Discretionary 11.17%
5 Healthcare 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$738K 0.23%
12,410
-160
152
$733K 0.23%
6,313
-170
153
$727K 0.23%
2,007
-70
154
$723K 0.23%
6,465
-13,530
155
$722K 0.23%
41,870
+1,500
156
$720K 0.23%
5,774
+190
157
$717K 0.22%
7,890
+365
158
$715K 0.22%
14,386
+40
159
$713K 0.22%
22,370
-310
160
$712K 0.22%
13,202
+100
161
$712K 0.22%
9,202
-3,372
162
$700K 0.22%
22,155
+3,435
163
$700K 0.22%
6,335
-2,790
164
$699K 0.22%
18,403
+1,695
165
$692K 0.22%
8,508
+10
166
$691K 0.22%
40,250
-585
167
$688K 0.22%
24,596
+85
168
$687K 0.22%
9,820
-5,230
169
$685K 0.21%
7,927
-755
170
$683K 0.21%
10,800
-210
171
$667K 0.21%
9,049
+295
172
$664K 0.21%
14,429
+3,225
173
$662K 0.21%
15,335
-180
174
$659K 0.21%
+32,145
175
$659K 0.21%
27,085
-715
5 6
7
8 9