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
$500M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,272
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.1M
3
+$2.06M
4
RWM icon
ProShares Short Russell2000
RWM
+$2.01M
5
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$1.91M

Top Sells

1
+$2.19M
2
+$2.08M
3
+$1.84M
4
ORCL icon
Oracle
ORCL
+$1.73M
5
ARG
Airgas Inc
ARG
+$1.56M

Sector Composition

1 Consumer Discretionary 13.39%
2 Industrials 12.83%
3 Financials 12.36%
4 Technology 10.11%
5 Healthcare 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$892K 0.18%
13,660
+695
177
$851K 0.17%
22,110
+1,912
178
$842K 0.17%
30,035
+1,760
179
$838K 0.17%
9,574
+653
180
$822K 0.16%
12,219
-293
181
$822K 0.16%
13,200
+670
182
$814K 0.16%
9,248
+336
183
$812K 0.16%
+30,950
184
$811K 0.16%
56,095
+3,270
185
$808K 0.16%
24,417
-1,350
186
$804K 0.16%
23,340
+1,345
187
$801K 0.16%
6,899
-1,550
188
$794K 0.16%
19,075
+1,030
189
$786K 0.16%
4,413
+562
190
$781K 0.16%
13,705
+1,565
191
$781K 0.16%
13,445
+605
192
$773K 0.15%
19,815
+1,135
193
$771K 0.15%
7,971
+7,380
194
$765K 0.15%
12,217
-636
195
$760K 0.15%
3,690
+100
196
$739K 0.15%
35,697
-755
197
$735K 0.15%
8,665
+3,210
198
$733K 0.15%
8,237
-581
199
$730K 0.15%
22,572
-15,940
200
$712K 0.14%
22,587
+1,403
6 7
8
9 10