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
$371M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$3.02M
3
+$2.78M
4
PNR icon
Pentair
PNR
+$2.18M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.75M

Top Sells

1
+$4.26M
2
+$4.24M
3
+$2.84M
4
URS
URS CORP
URS
+$2.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.92M

Sector Composition

1 Industrials 14.61%
2 Technology 10.8%
3 Consumer Discretionary 9.71%
4 Financials 9.65%
5 Healthcare 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.92M 1.33%
+147,630
2
$3.87M 1.04%
153,780
+40,192
3
$3.82M 1.03%
237,927
+55,550
4
$3.69M 1%
178,692
+7,620
5
$3.59M 0.97%
36,397
+391
6
$3.45M 0.93%
128,480
-6,500
7
$3.16M 0.85%
85,146
+3,522
8
$3.13M 0.84%
57,975
+22,245
9
$3.06M 0.82%
166,820
+32,155
10
$3.02M 0.81%
+47,280
11
$2.97M 0.8%
88,350
-10,279
12
$2.95M 0.8%
83,285
+16,925
13
$2.79M 0.75%
39,549
+12,455
14
$2.79M 0.75%
61,255
+22,785
15
$2.78M 0.75%
+58,676
16
$2.78M 0.75%
66,696
+13,640
17
$2.77M 0.75%
38,256
+7,525
18
$2.72M 0.73%
46,946
+12,877
19
$2.66M 0.72%
64,922
+12,725
20
$2.64M 0.71%
2,099
+938
21
$2.63M 0.71%
38,208
+10,159
22
$2.59M 0.7%
17,286
+5,615
23
$2.37M 0.64%
55,870
+7,680
24
$2.34M 0.63%
38,113
+28,400
25
$2.33M 0.63%
60,770
+12,601
1
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