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
$316M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$4.82M
2
+$4.04M
3
+$3.77M
4
MBB icon
iShares MBS ETF
MBB
+$2.94M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.81M

Top Sells

1
+$1.84M
2
+$1.43M
3
+$1.29M
4
TRN icon
Trinity Industries
TRN
+$1.27M
5
ANZ
AUSTRALIA & NW ZEAL ADS(RP5 SH
ANZ
+$1.1M

Sector Composition

1 Industrials 15.23%
2 Technology 9.31%
3 Financials 8.49%
4 Healthcare 8.21%
5 Consumer Discretionary 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$537K 0.17%
20,885
-2,425
202
$536K 0.17%
4,990
-1,835
203
$536K 0.17%
6,420
-470
204
$535K 0.17%
+46,720
205
$530K 0.17%
8,086
-6,840
206
$528K 0.17%
+116,080
207
$527K 0.17%
7,335
208
$527K 0.17%
11,580
+45
209
$524K 0.17%
9,621
+326
210
$523K 0.17%
5,761
-85
211
$522K 0.17%
6,060
-285
212
$521K 0.17%
4,205
+580
213
$520K 0.16%
437
-340
214
$518K 0.16%
4,545
+215
215
$517K 0.16%
+6,370
216
$515K 0.16%
25,350
+910
217
$511K 0.16%
37,240
-2,105
218
$511K 0.16%
9,750
+120
219
$511K 0.16%
10,630
-4,222
220
$509K 0.16%
7,695
-2,475
221
$507K 0.16%
18,015
+205
222
$506K 0.16%
9,635
-2,001
223
$506K 0.16%
12,565
-462
224
$502K 0.16%
5,620
+326
225
$501K 0.16%
24,110
+45
7 8
9
10 11