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
$304M
AUM Growth
-$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
882
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$2.06M
3
+$1.12M
4
CVS icon
CVS Health
CVS
+$1.07M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$773K

Top Sells

1
+$3.71M
2
+$3.24M
3
+$3.12M
4
INDA icon
iShares MSCI India ETF
INDA
+$2.78M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.1M

Sector Composition

1 Financials 14.58%
2 Industrials 13.86%
3 Consumer Discretionary 11.94%
4 Technology 11.01%
5 Healthcare 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$573K 0.19%
7,276
+6,626
202
$571K 0.19%
13,215
-670
203
$552K 0.18%
7,081
+151
204
$540K 0.18%
3,145
+880
205
$539K 0.18%
3,280
-155
206
$533K 0.18%
6,640
+50
207
$530K 0.17%
18,435
-7,365
208
$526K 0.17%
2,280
+145
209
$524K 0.17%
37,627
+1,110
210
$517K 0.17%
+5,175
211
$510K 0.17%
8,933
+331
212
$509K 0.17%
10,210
-620
213
$509K 0.17%
5,330
+2,175
214
$506K 0.17%
17,230
-185
215
$496K 0.16%
32,635
+1,160
216
$494K 0.16%
4,465
-50
217
$485K 0.16%
+11,540
218
$482K 0.16%
14,720
-170
219
$480K 0.16%
+12,015
220
$478K 0.16%
20,361
-1,515
221
$474K 0.16%
4,559
-1,620
222
$473K 0.16%
5,365
-230
223
$472K 0.16%
10,865
-140
224
$465K 0.15%
5,016
-1,644
225
$452K 0.15%
6,519
+240
7 8
9
10 11