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
$337M
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$1.92M
3
+$1.86M
4
RWM icon
ProShares Short Russell2000
RWM
+$1.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.56M

Top Sells

1
+$7.03M
2
+$5.36M
3
+$4.54M
4
AMZN icon
Amazon
AMZN
+$3.51M
5
AAPL icon
Apple
AAPL
+$3.42M

Sector Composition

1 Consumer Discretionary 13.25%
2 Industrials 13.09%
3 Financials 11.18%
4 Technology 9.68%
5 Healthcare 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$562K 0.17%
19,905
-5,678
177
$550K 0.16%
5,669
-17,178
178
$550K 0.16%
9,125
-4,050
179
$548K 0.16%
71,301
-48,515
180
$545K 0.16%
4,750
-9,070
181
$536K 0.16%
22,106
-2,715
182
$535K 0.16%
39,425
-16,935
183
$532K 0.16%
15,690
-7,540
184
$532K 0.16%
16,430
-7,035
185
$531K 0.16%
4,965
-1,875
186
$531K 0.16%
2,542
-1,573
187
$529K 0.16%
7,695
188
$528K 0.16%
6,869
-7,940
189
$524K 0.16%
12,205
-4,575
190
$515K 0.15%
6,395
+3,050
191
$511K 0.15%
9,542
+140
192
$510K 0.15%
6,774
-1,090
193
$502K 0.15%
6,164
-4,215
194
$502K 0.15%
6,075
-2,670
195
$501K 0.15%
4,186
196
$499K 0.15%
16,576
-1,890
197
$498K 0.15%
11,745
-5,220
198
$496K 0.15%
7,290
-3,520
199
$486K 0.14%
30,275
-13,015
200
$483K 0.14%
12,990
+2,240
6 7
8
9 10