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
$489M
AUM Growth
-$7.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,261
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.65M
3
+$1.92M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.83M
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.71M

Top Sells

1
+$4.71M
2
+$4.37M
3
+$3.28M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$2.84M
5
DTV
DIRECTV COM STK (DE)
DTV
+$2.31M

Sector Composition

1 Consumer Discretionary 14.21%
2 Industrials 13.74%
3 Financials 12.14%
4 Technology 10.69%
5 Healthcare 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$795K 0.16%
22,460
-1,035
177
$788K 0.16%
8,373
-111
178
$786K 0.16%
20,828
-1,071
179
$779K 0.16%
38,995
-1,945
180
$773K 0.16%
12,840
-420
181
$765K 0.16%
8,818
-1,234
182
$759K 0.16%
12,965
+2,410
183
$757K 0.15%
17,590
-3,220
184
$756K 0.15%
18,680
-935
185
$751K 0.15%
20,198
-772
186
$750K 0.15%
52,825
-2,470
187
$741K 0.15%
3,590
-5,865
188
$733K 0.15%
36,452
-2,488
189
$724K 0.15%
25,215
+17,610
190
$716K 0.15%
8,921
-13
191
$716K 0.15%
2,127
-131
192
$712K 0.15%
25,767
-1,160
193
$705K 0.14%
3,851
+95
194
$704K 0.14%
14,520
-507
195
$703K 0.14%
46,650
-2,190
196
$702K 0.14%
8,912
-703
197
$689K 0.14%
21,995
-1,030
198
$689K 0.14%
19,455
-925
199
$679K 0.14%
8,486
-452
200
$676K 0.14%
5,948
6 7
8
9 10