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
$489M
AUM Growth
-$7.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,261
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.65M
3
+$1.92M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.83M
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.71M

Top Sells

1
+$4.71M
2
+$4.37M
3
+$3.28M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$2.84M
5
DTV
DIRECTV COM STK (DE)
DTV
+$2.31M

Sector Composition

1 Consumer Discretionary 14.21%
2 Industrials 13.74%
3 Financials 12.14%
4 Technology 10.69%
5 Healthcare 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$674K 0.14%
71,055
+1,715
202
$653K 0.13%
17,409
-119
203
$648K 0.13%
15,640
+9,190
204
$646K 0.13%
10,270
-485
205
$643K 0.13%
27,865
-9,360
206
$643K 0.13%
8,500
-395
207
$642K 0.13%
12,140
+2,910
208
$641K 0.13%
6,880
-897
209
$638K 0.13%
+6,290
210
$636K 0.13%
9,235
-430
211
$626K 0.13%
21,184
-108
212
$622K 0.13%
16,035
-750
213
$621K 0.13%
6,245
-285
214
$604K 0.12%
11,115
-2,500
215
$603K 0.12%
11,810
-665
216
$594K 0.12%
8,570
-405
217
$590K 0.12%
16,325
-775
218
$583K 0.12%
15,280
+2,780
219
$583K 0.12%
+35,075
220
$581K 0.12%
9,631
-114
221
$563K 0.12%
11,885
-565
222
$562K 0.11%
6,190
-290
223
$562K 0.11%
22,279
+490
224
$556K 0.11%
22,730
-1,060
225
$553K 0.11%
4,450
+1,545
7 8
9
10 11