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
$497M
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,144
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$4.87M
3
+$4.26M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.15M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.74M

Top Sells

1
+$3.59M
2
+$3.02M
3
+$2.78M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.33M
5
PG icon
Procter & Gamble
PG
+$1.28M

Sector Composition

1 Industrials 13.28%
2 Consumer Discretionary 12.16%
3 Financials 11.65%
4 Technology 11.37%
5 Healthcare 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$869K 0.17%
21,899
-270
177
$854K 0.17%
48,666
+42,210
178
$851K 0.17%
10,052
-270
179
$840K 0.17%
7,372
+4,088
180
$839K 0.17%
8,484
-240
181
$823K 0.17%
55,295
+35,090
182
$822K 0.17%
19,050
+10,495
183
$818K 0.16%
8,938
+4,605
184
$812K 0.16%
40,940
+22,215
185
$808K 0.16%
29,725
+16,140
186
$808K 0.16%
8,934
+5,176
187
$794K 0.16%
9,615
-225
188
$783K 0.16%
+103,676
189
$773K 0.16%
15,027
-450
190
$769K 0.15%
38,940
-1,130
191
$763K 0.15%
2,258
+1,266
192
$760K 0.15%
14,904
-435
193
$757K 0.15%
23,025
+12,465
194
$756K 0.15%
12,069
+10,478
195
$739K 0.15%
8,250
+8,065
196
$737K 0.15%
11,060
+6,000
197
$730K 0.15%
37,225
+20,175
198
$726K 0.15%
19,615
+10,635
199
$713K 0.14%
20,970
+10,912
200
$712K 0.14%
10,755
+5,850
6 7
8
9 10