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
$497M
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,144
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$4.87M
3
+$4.26M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.15M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.74M

Top Sells

1
+$3.59M
2
+$3.02M
3
+$2.78M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.33M
5
PG icon
Procter & Gamble
PG
+$1.28M

Sector Composition

1 Industrials 13.28%
2 Consumer Discretionary 12.16%
3 Financials 11.65%
4 Technology 11.37%
5 Healthcare 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$709K 0.14%
48,840
+26,455
202
$706K 0.14%
13,260
+7,285
203
$701K 0.14%
+26,927
204
$694K 0.14%
3,756
+3,331
205
$692K 0.14%
16,785
+7,055
206
$686K 0.14%
13,615
+7,370
207
$681K 0.14%
+52,205
208
$681K 0.14%
18,660
+10,135
209
$675K 0.14%
7,777
-335
210
$670K 0.13%
17,900
+9,710
211
$667K 0.13%
8,895
+4,825
212
$666K 0.13%
36,021
+32,000
213
$666K 0.13%
5,948
214
$666K 0.13%
+13,458
215
$655K 0.13%
12,475
+5,645
216
$646K 0.13%
69,340
+61,885
217
$641K 0.13%
+21,415
218
$638K 0.13%
17,266
+16,671
219
$635K 0.13%
13,616
-15,290
220
$631K 0.13%
6,530
+3,055
221
$630K 0.13%
21,292
+9,598
222
$627K 0.13%
17,100
+9,265
223
$627K 0.13%
40,785
+22,130
224
$612K 0.12%
17,528
-1,625
225
$607K 0.12%
10,555
+5,015
7 8
9
10 11