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
$500M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,272
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.1M
3
+$2.06M
4
RWM icon
ProShares Short Russell2000
RWM
+$2.01M
5
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$1.91M

Top Sells

1
+$2.19M
2
+$2.08M
3
+$1.84M
4
ORCL icon
Oracle
ORCL
+$1.73M
5
ARG
Airgas Inc
ARG
+$1.56M

Sector Composition

1 Consumer Discretionary 13.39%
2 Industrials 12.83%
3 Financials 12.36%
4 Technology 10.11%
5 Healthcare 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$711K 0.14%
17,340
+1,015
202
$691K 0.14%
8,760
+2,735
203
$690K 0.14%
19,118
-1,710
204
$686K 0.14%
4,182
-3,086
205
$685K 0.14%
14,975
+3,165
206
$669K 0.13%
9,795
+560
207
$663K 0.13%
24,060
-1,155
208
$661K 0.13%
14,117
-403
209
$653K 0.13%
68,943
-25,885
210
$644K 0.13%
+5,050
211
$641K 0.13%
15,665
+25
212
$641K 0.13%
11,775
-15,737
213
$638K 0.13%
16,475
+1,010
214
$633K 0.13%
21,064
-12,726
215
$629K 0.13%
6,625
+380
216
$628K 0.13%
22,813
+1,186
217
$625K 0.13%
+17,235
218
$623K 0.12%
16,500
-5,960
219
$622K 0.12%
19,685
-8,180
220
$622K 0.12%
9,015
+515
221
$618K 0.12%
8,460
+485
222
$615K 0.12%
10,755
+2,415
223
$614K 0.12%
41,315
+2,365
224
$612K 0.12%
11,715
+600
225
$612K 0.12%
10,900
+630
7 8
9
10 11