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
$460M
AUM Growth
-$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
924
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$3.03M
3
+$2.71M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.32M
5
WRK
WestRock Company
WRK
+$1.97M

Top Sells

1
+$2.31M
2
+$2.29M
3
+$2.06M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$1.97M
5
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$1.91M

Sector Composition

1 Consumer Discretionary 14.06%
2 Financials 12.51%
3 Industrials 12.51%
4 Technology 10.29%
5 Healthcare 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$736K 0.16%
16,606
+4,710
177
$735K 0.16%
13,610
-50
178
$730K 0.16%
31,638
-376
179
$726K 0.16%
22,881
-20,453
180
$721K 0.16%
9,425
+340
181
$718K 0.16%
25,583
+3,473
182
$717K 0.16%
8,745
-15
183
$716K 0.16%
41,105
-41,638
184
$714K 0.16%
28,162
+3,745
185
$713K 0.16%
13,175
-270
186
$710K 0.15%
19,690
-125
187
$709K 0.15%
41,262
+5,565
188
$706K 0.15%
+25,865
189
$703K 0.15%
18,010
+14,390
190
$701K 0.15%
13,790
+85
191
$700K 0.15%
24,443
-16,917
192
$700K 0.15%
10,810
-90
193
$699K 0.15%
14,548
-13,646
194
$698K 0.15%
5,948
-7,042
195
$694K 0.15%
14,560
+1,360
196
$693K 0.15%
9,450
+7,370
197
$692K 0.15%
23,230
+417
198
$689K 0.15%
4,922
+740
199
$689K 0.15%
43,290
+1,975
200
$682K 0.15%
21,754
-22,716
6 7
8
9 10