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
$316M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$4.82M
2
+$4.04M
3
+$3.77M
4
MBB icon
iShares MBS ETF
MBB
+$2.94M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.81M

Top Sells

1
+$1.84M
2
+$1.43M
3
+$1.29M
4
TRN icon
Trinity Industries
TRN
+$1.27M
5
ANZ
AUSTRALIA & NW ZEAL ADS(RP5 SH
ANZ
+$1.1M

Sector Composition

1 Industrials 15.23%
2 Technology 9.31%
3 Financials 8.49%
4 Healthcare 8.21%
5 Consumer Discretionary 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.82M 1.53%
+114,041
2
$4.04M 1.28%
+280,495
3
$3.77M 1.2%
+36,269
4
$2.94M 0.93%
+27,745
5
$2.92M 0.92%
178,252
+20,210
6
$2.81M 0.89%
+57,160
7
$2.64M 0.84%
101,941
-48,991
8
$2.62M 0.83%
30,029
-3,040
9
$2.5M 0.79%
+52,810
10
$2.48M 0.79%
79,131
+2,930
11
$2.44M 0.77%
127,500
+6,560
12
$2.43M 0.77%
121,555
+18,785
13
$2.17M 0.69%
46,180
+7,355
14
$2.14M 0.68%
29,351
-3,740
15
$2.13M 0.68%
111,328
-8,680
16
$2.11M 0.67%
+61,910
17
$2.1M 0.67%
27,573
-2,913
18
$2.08M 0.66%
133,772
+14,100
19
$2.07M 0.66%
+50,810
20
$2.07M 0.66%
+42,680
21
$2.04M 0.65%
47,666
+16,001
22
$1.99M 0.63%
36,095
+2,789
23
$1.99M 0.63%
25,424
-6,635
24
$1.96M 0.62%
23,922
+11,342
25
$1.91M 0.61%
+17,367
1
2 3 4 5