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
$304M
AUM Growth
-$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
882
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$2.06M
3
+$1.12M
4
CVS icon
CVS Health
CVS
+$1.07M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$773K

Top Sells

1
+$3.71M
2
+$3.24M
3
+$3.12M
4
INDA icon
iShares MSCI India ETF
INDA
+$2.78M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.1M

Sector Composition

1 Financials 14.58%
2 Industrials 13.86%
3 Consumer Discretionary 11.94%
4 Technology 11.01%
5 Healthcare 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$638K 0.21%
11,815
-8,950
177
$631K 0.21%
10,800
-3,000
178
$630K 0.21%
4,889
+195
179
$629K 0.21%
25,732
-1,554
180
$628K 0.21%
10,695
-105
181
$628K 0.21%
11,306
+532
182
$626K 0.21%
13,004
-198
183
$624K 0.21%
4,061
+17
184
$621K 0.2%
+26,490
185
$620K 0.2%
+32,765
186
$612K 0.2%
9,050
+415
187
$610K 0.2%
19,800
+5,125
188
$608K 0.2%
10,658
-726
189
$604K 0.2%
4,422
+5
190
$604K 0.2%
33,070
-2,545
191
$604K 0.2%
6,162
+290
192
$597K 0.2%
11,933
+74
193
$594K 0.2%
16,610
-4,185
194
$593K 0.2%
4,125
-161
195
$591K 0.19%
7,859
-1,343
196
$586K 0.19%
21,460
-1,260
197
$582K 0.19%
1,747
+513
198
$580K 0.19%
15,094
-286
199
$578K 0.19%
12,490
-5,980
200
$575K 0.19%
6,924
+340
6 7
8
9 10