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
$371M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$3.02M
3
+$2.78M
4
PNR icon
Pentair
PNR
+$2.18M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.75M

Top Sells

1
+$4.26M
2
+$4.24M
3
+$2.84M
4
URS
URS CORP
URS
+$2.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.92M

Sector Composition

1 Industrials 14.61%
2 Technology 10.8%
3 Consumer Discretionary 9.71%
4 Financials 9.65%
5 Healthcare 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$633K 0.17%
+3,508
177
$629K 0.17%
24,655
+1,315
178
$624K 0.17%
5,555
+880
179
$617K 0.17%
2,605
+48
180
$612K 0.17%
19,153
+190
181
$610K 0.16%
16,395
-155
182
$609K 0.16%
4,337
+1,897
183
$603K 0.16%
6,429
+2,229
184
$600K 0.16%
10,485
+270
185
$599K 0.16%
1,811
+175
186
$593K 0.16%
24,671
+215
187
$588K 0.16%
+5,850
188
$581K 0.16%
10,974
+2,486
189
$580K 0.16%
22,276
+435
190
$579K 0.16%
17,162
-1,523
191
$578K 0.16%
20,310
-1,240
192
$569K 0.15%
4,695
-585
193
$567K 0.15%
24,945
+185
194
$566K 0.15%
34,950
-3,510
195
$562K 0.15%
497
+227
196
$559K 0.15%
+14,285
197
$557K 0.15%
13,672
-3,486
198
$557K 0.15%
24,876
-28,543
199
$555K 0.15%
19,760
+3,030
200
$554K 0.15%
6,840
+1,410
6 7
8
9 10