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
$358M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
837
New
Increased
Reduced
Closed

Top Buys

1
+$6.62M
2
+$5.11M
3
+$3.35M
4
EWA icon
iShares MSCI Australia ETF
EWA
+$2.11M
5
EPOL icon
iShares MSCI Poland ETF
EPOL
+$2.03M

Top Sells

1
+$5.13M
2
+$1.92M
3
+$1.86M
4
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$1.74M
5
BKNG icon
Booking.com
BKNG
+$1.55M

Sector Composition

1 Industrials 12.32%
2 Consumer Discretionary 12.05%
3 Financials 10.12%
4 Technology 9.98%
5 Healthcare 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$626K 0.18%
23,890
-1,280
177
$624K 0.17%
10,825
+3,695
178
$623K 0.17%
24,896
+735
179
$617K 0.17%
8,905
-220
180
$615K 0.17%
10,023
-241
181
$614K 0.17%
8,937
+945
182
$612K 0.17%
4,402
+95
183
$600K 0.17%
5,664
-5
184
$595K 0.17%
7,400
-200
185
$594K 0.17%
20,480
-1,775
186
$594K 0.17%
29,210
+300
187
$591K 0.17%
12,779
+1,871
188
$589K 0.16%
2,564
+22
189
$588K 0.16%
8,489
-1,209
190
$585K 0.16%
12,235
+30
191
$583K 0.16%
6,345
-655
192
$582K 0.16%
10,107
+565
193
$577K 0.16%
14,837
+615
194
$577K 0.16%
7,860
-65
195
$569K 0.16%
15,224
+880
196
$561K 0.16%
4,815
+65
197
$548K 0.15%
23,576
+1,470
198
$546K 0.15%
13,900
+815
199
$543K 0.15%
11,231
-264
200
$535K 0.15%
7,175
-115
6 7
8
9 10