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
$304M
AUM Growth
-$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
882
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$2.06M
3
+$1.12M
4
CVS icon
CVS Health
CVS
+$1.07M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$773K

Top Sells

1
+$3.71M
2
+$3.24M
3
+$3.12M
4
INDA icon
iShares MSCI India ETF
INDA
+$2.78M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.1M

Sector Composition

1 Financials 14.58%
2 Industrials 13.86%
3 Consumer Discretionary 11.94%
4 Technology 11.01%
5 Healthcare 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$747K 0.25%
8,887
-3,943
152
$741K 0.24%
6,323
+10
153
$731K 0.24%
9,866
-167
154
$731K 0.24%
17,675
+460
155
$719K 0.24%
6,872
-3,907
156
$718K 0.24%
8,843
+335
157
$713K 0.23%
17,633
-770
158
$711K 0.23%
17,424
+3,150
159
$708K 0.23%
10,300
-7,330
160
$700K 0.23%
33,242
+185
161
$694K 0.23%
6,586
+46
162
$688K 0.23%
21,349
-960
163
$682K 0.22%
12,112
-650
164
$682K 0.22%
12,734
+476
165
$680K 0.22%
36,630
+1,650
166
$675K 0.22%
26,185
-900
167
$673K 0.22%
17,040
-2,310
168
$669K 0.22%
7,745
-145
169
$658K 0.22%
13,331
+555
170
$657K 0.22%
46,585
+6,835
171
$650K 0.21%
9,947
-18,395
172
$647K 0.21%
10,330
-90
173
$646K 0.21%
10,410
-1,817
174
$642K 0.21%
9,482
+60
175
$640K 0.21%
27,415
+16,160
5 6
7
8 9