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
$318M
AUM Growth
-$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
798
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$5.35M
3
+$2.78M
4
ENZL icon
iShares MSCI New Zealand ETF
ENZL
+$1.98M
5
WFC icon
Wells Fargo
WFC
+$1.16M

Top Sells

1
+$6.51M
2
+$4.81M
3
+$3.3M
4
ADT
ADT Corp
ADT
+$2.35M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.28M

Sector Composition

1 Industrials 12.02%
2 Consumer Discretionary 11.79%
3 Financials 11.27%
4 Technology 10.19%
5 Healthcare 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$555K 0.17%
18,720
-9,005
202
$550K 0.17%
14,176
-895
203
$550K 0.17%
52,475
+19,300
204
$550K 0.17%
27,800
+10,370
205
$547K 0.17%
14,564
-660
206
$546K 0.17%
8,140
+470
207
$546K 0.17%
12,060
+4,155
208
$545K 0.17%
19,050
-1,430
209
$545K 0.17%
7,345
+475
210
$538K 0.17%
3,260
+640
211
$534K 0.17%
7,050
+205
212
$519K 0.16%
2,095
-2,155
213
$517K 0.16%
12,695
-2,900
214
$513K 0.16%
4,910
+95
215
$509K 0.16%
+4,750
216
$507K 0.16%
4,512
-4,358
217
$496K 0.16%
14,660
+5,260
218
$495K 0.16%
22,426
-1,150
219
$493K 0.16%
+14,055
220
$491K 0.15%
2,126
-1,071
221
$491K 0.15%
11,204
+3,830
222
$482K 0.15%
10,665
-3,235
223
$478K 0.15%
22,368
-1,009
224
$478K 0.15%
16,721
-825
225
$466K 0.15%
6,539
+200
7 8
9
10 11