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
$497M
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,144
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$4.87M
3
+$4.26M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.15M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.74M

Top Sells

1
+$3.59M
2
+$3.02M
3
+$2.78M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.33M
5
PG icon
Procter & Gamble
PG
+$1.28M

Sector Composition

1 Industrials 13.28%
2 Consumer Discretionary 12.16%
3 Financials 11.65%
4 Technology 11.37%
5 Healthcare 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.11M 1.83%
330,152
+176,372
2
$5.57M 1.12%
121,107
+108,424
3
$5.35M 1.08%
68,625
+42,244
4
$4.85M 0.98%
107,942
+47,172
5
$4.85M 0.98%
79,736
+68,132
6
$4.71M 0.95%
136,472
-11,158
7
$4.65M 0.94%
55,971
+32,313
8
$4.65M 0.94%
176,283
+111,205
9
$4.53M 0.91%
252,902
+14,975
10
$4.37M 0.88%
16,551
+16,151
11
$4.24M 0.85%
35,490
+31,300
12
$4.24M 0.85%
151,840
+23,360
13
$4M 0.81%
223,571
+130,319
14
$3.86M 0.78%
61,710
+35,325
15
$3.8M 0.76%
146,352
-32,340
16
$3.68M 0.74%
237,140
+135,480
17
$3.67M 0.74%
79,541
+12,845
18
$3.66M 0.74%
76,093
+18,118
19
$3.65M 0.73%
42,456
+22,395
20
$3.35M 0.67%
75,517
+10,595
21
$3.33M 0.67%
91,850
+8,565
22
$3.31M 0.67%
+62,827
23
$3.28M 0.66%
180,815
+13,995
24
$3.27M 0.66%
25,070
+9,155
25
$3.27M 0.66%
42,794
+28,306
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