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
$337M
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$1.92M
3
+$1.86M
4
RWM icon
ProShares Short Russell2000
RWM
+$1.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.56M

Top Sells

1
+$7.03M
2
+$5.36M
3
+$4.54M
4
AMZN icon
Amazon
AMZN
+$3.51M
5
AAPL icon
Apple
AAPL
+$3.42M

Sector Composition

1 Consumer Discretionary 13.25%
2 Industrials 13.09%
3 Financials 11.18%
4 Technology 9.68%
5 Healthcare 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.95M 2.06%
111,900
+27,524
2
$5.13M 1.52%
87,001
-91,000
3
$5.01M 1.49%
190,260
-129,860
4
$4.98M 1.48%
43,712
-27,295
5
$4.38M 1.3%
+59,645
6
$4.15M 1.23%
39,680
-31,385
7
$3.65M 1.08%
109,165
-25,425
8
$3.08M 0.92%
91,240
-104,000
9
$3M 0.89%
91,146
-3,096
10
$2.96M 0.88%
165,284
-54,925
11
$2.72M 0.81%
41,173
-23,960
12
$2.62M 0.78%
24,790
-262
13
$2.62M 0.78%
155,476
-110,475
14
$2.38M 0.71%
46,025
-30,990
15
$2.38M 0.71%
72,003
-39,277
16
$2.36M 0.7%
15,804
-4,331
17
$2.32M 0.69%
21,160
+5,953
18
$2.31M 0.69%
1,811
-703
19
$2.2M 0.65%
209,500
-85,085
20
$2.16M 0.64%
73,275
-40,675
21
$2.16M 0.64%
34,496
-17,060
22
$2.13M 0.63%
39,725
-16,856
23
$2.13M 0.63%
51,058
-27,245
24
$2.12M 0.63%
20,983
-7,420
25
$2.12M 0.63%
17,974
-4,055
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