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
$316M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$4.82M
2
+$4.04M
3
+$3.77M
4
MBB icon
iShares MBS ETF
MBB
+$2.94M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.81M

Top Sells

1
+$1.84M
2
+$1.43M
3
+$1.29M
4
TRN icon
Trinity Industries
TRN
+$1.27M
5
ANZ
AUSTRALIA & NW ZEAL ADS(RP5 SH
ANZ
+$1.1M

Sector Composition

1 Industrials 15.23%
2 Technology 9.31%
3 Financials 8.49%
4 Healthcare 8.21%
5 Consumer Discretionary 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$584K 0.19%
6,633
177
$584K 0.19%
5,995
+425
178
$583K 0.18%
21,810
-825
179
$582K 0.18%
6,975
+150
180
$579K 0.18%
21,140
-380
181
$579K 0.18%
41,113
+446
182
$570K 0.18%
3,698
+12
183
$568K 0.18%
8,003
-3,100
184
$567K 0.18%
13,165
+2,095
185
$566K 0.18%
+5,055
186
$564K 0.18%
7,391
-375
187
$561K 0.18%
15,480
+1,735
188
$560K 0.18%
+7,710
189
$558K 0.18%
+9,458
190
$557K 0.18%
9,920
+2,525
191
$556K 0.18%
9,445
+110
192
$554K 0.18%
15,820
-52,420
193
$550K 0.17%
5,440
-195
194
$548K 0.17%
14,280
-130
195
$546K 0.17%
17,875
-6,250
196
$543K 0.17%
14,380
-140
197
$542K 0.17%
37,500
-1,320
198
$541K 0.17%
3,305
-775
199
$539K 0.17%
16,658
-3,768
200
$539K 0.17%
12,058
-112
6 7
8
9 10