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
$337M
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$1.92M
3
+$1.86M
4
RWM icon
ProShares Short Russell2000
RWM
+$1.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.56M

Top Sells

1
+$7.03M
2
+$5.36M
3
+$4.54M
4
AMZN icon
Amazon
AMZN
+$3.51M
5
AAPL icon
Apple
AAPL
+$3.42M

Sector Composition

1 Consumer Discretionary 13.25%
2 Industrials 13.09%
3 Financials 11.18%
4 Technology 9.68%
5 Healthcare 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$477K 0.14%
19,813
+44
202
$472K 0.14%
14,344
-1,610
203
$472K 0.14%
14,222
-2,135
204
$472K 0.14%
10,908
-577
205
$468K 0.14%
5,040
-1,980
206
$468K 0.14%
9,430
-5,130
207
$464K 0.14%
15,670
-515
208
$463K 0.14%
5,695
-7,280
209
$462K 0.14%
+15,960
210
$459K 0.14%
16,908
211
$458K 0.14%
21,412
-2,607
212
$458K 0.14%
9,180
+5,315
213
$456K 0.14%
7,000
-2,585
214
$452K 0.13%
10,172
-7,080
215
$449K 0.13%
6,610
-4,655
216
$443K 0.13%
6,446
217
$440K 0.13%
+5,640
218
$436K 0.13%
18,555
-7,565
219
$435K 0.13%
20,173
-11,465
220
$434K 0.13%
36,610
-2,125
221
$426K 0.13%
13,085
-1,410
222
$424K 0.13%
2,245
-4,350
223
$423K 0.13%
13,630
-6,145
224
$423K 0.13%
12,975
-5,815
225
$420K 0.12%
11,595
-20,602
7 8
9
10 11