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
$371M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$3.02M
3
+$2.78M
4
PNR icon
Pentair
PNR
+$2.18M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.75M

Top Sells

1
+$4.26M
2
+$4.24M
3
+$2.84M
4
URS
URS CORP
URS
+$2.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.92M

Sector Composition

1 Industrials 14.61%
2 Technology 10.8%
3 Consumer Discretionary 9.71%
4 Financials 9.65%
5 Healthcare 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$552K 0.15%
44,855
+9,915
202
$550K 0.15%
5,595
+1,725
203
$549K 0.15%
12,272
+2,706
204
$547K 0.15%
5,678
-7
205
$547K 0.15%
+36,644
206
$544K 0.15%
3,300
-280
207
$543K 0.15%
16,250
-2,227
208
$537K 0.14%
16,888
+180
209
$536K 0.14%
25,290
+200
210
$533K 0.14%
13,750
-3,603
211
$532K 0.14%
42,640
-6,152
212
$532K 0.14%
3,234
-630
213
$531K 0.14%
15,359
+6,529
214
$530K 0.14%
+11,335
215
$529K 0.14%
55
-4
216
$526K 0.14%
+16,320
217
$524K 0.14%
13,210
-1,075
218
$523K 0.14%
+91,240
219
$518K 0.14%
8,065
+1,650
220
$505K 0.14%
+19,815
221
$496K 0.13%
+5,025
222
$495K 0.13%
4,190
+3,395
223
$492K 0.13%
4,281
+940
224
$491K 0.13%
13,525
+630
225
$489K 0.13%
6,185
-295
7 8
9
10 11