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
$489M
AUM Growth
-$7.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,261
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.65M
3
+$1.92M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.83M
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.71M

Top Sells

1
+$4.71M
2
+$4.37M
3
+$3.28M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$2.84M
5
DTV
DIRECTV COM STK (DE)
DTV
+$2.31M

Sector Composition

1 Consumer Discretionary 14.21%
2 Industrials 13.74%
3 Financials 12.14%
4 Technology 10.69%
5 Healthcare 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.38M 1.92%
301,460
-28,692
2
$6.15M 1.26%
50,545
+15,055
3
$5.85M 1.2%
114,836
+52,009
4
$5.35M 1.09%
256,907
+4,005
5
$5.31M 1.09%
64,584
-4,041
6
$4.93M 1.01%
265,080
+27,940
7
$4.87M 1%
177,245
+962
8
$4.78M 0.98%
54,118
-1,853
9
$4.25M 0.87%
74,823
-1,270
10
$4.24M 0.87%
86,139
+32,615
11
$4.13M 0.85%
99,514
+7,664
12
$3.95M 0.81%
117,905
-33,935
13
$3.84M 0.78%
61,212
+15,200
14
$3.79M 0.77%
107,182
-39,170
15
$3.68M 0.75%
66,881
-12,660
16
$3.67M 0.75%
77,135
+6,505
17
$3.66M 0.75%
66,413
+20,657
18
$3.64M 0.74%
60,087
-1,623
19
$3.61M 0.74%
234,315
+10,744
20
$3.58M 0.73%
82,963
-24,979
21
$3.54M 0.72%
91,326
+1,674
22
$3.49M 0.71%
274,650
-18,500
23
$3.47M 0.71%
81,070
-40,037
24
$3.42M 0.7%
60,612
+10,468
25
$3.41M 0.7%
66,152
+20,452
1
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