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
$318M
AUM Growth
-$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
798
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$5.35M
3
+$2.78M
4
ENZL icon
iShares MSCI New Zealand ETF
ENZL
+$1.98M
5
WFC icon
Wells Fargo
WFC
+$1.16M

Top Sells

1
+$6.51M
2
+$4.81M
3
+$3.3M
4
ADT
ADT Corp
ADT
+$2.35M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.28M

Sector Composition

1 Industrials 12.02%
2 Consumer Discretionary 11.79%
3 Financials 11.27%
4 Technology 10.19%
5 Healthcare 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$636K 0.2%
5,584
-80
177
$636K 0.2%
11,950
+4,380
178
$633K 0.2%
25,930
+9,975
179
$629K 0.2%
34,830
-37,695
180
$627K 0.2%
40,370
-19,380
181
$627K 0.2%
10,982
-11,853
182
$621K 0.2%
10,025
-1,980
183
$621K 0.2%
9,779
+1,290
184
$620K 0.2%
14,627
-210
185
$614K 0.19%
8,410
+550
186
$612K 0.19%
12,726
-13,594
187
$603K 0.19%
10,115
+3,665
188
$599K 0.19%
17,510
+6,540
189
$597K 0.19%
12,550
+4,765
190
$597K 0.19%
10,689
+5,663
191
$595K 0.19%
10,396
-11,203
192
$592K 0.19%
+5,533
193
$582K 0.18%
12,258
-13,427
194
$578K 0.18%
5,143
+1,855
195
$574K 0.18%
56,235
+20,705
196
$571K 0.18%
4,347
-55
197
$571K 0.18%
11,830
-770
198
$569K 0.18%
9,632
-475
199
$565K 0.18%
7,525
+125
200
$562K 0.18%
12,161
-618
6 7
8
9 10