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
$304M
AUM Growth
-$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
882
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$2.06M
3
+$1.12M
4
CVS icon
CVS Health
CVS
+$1.07M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$773K

Top Sells

1
+$3.71M
2
+$3.24M
3
+$3.12M
4
INDA icon
iShares MSCI India ETF
INDA
+$2.78M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.1M

Sector Composition

1 Financials 14.58%
2 Industrials 13.86%
3 Consumer Discretionary 11.94%
4 Technology 11.01%
5 Healthcare 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.3M 1.74%
183,152
-6,376
2
$4.07M 1.34%
37,083
+1,298
3
$3.78M 1.24%
100,780
+3,940
4
$3.62M 1.19%
31,451
+1,007
5
$3.59M 1.18%
43,597
+2,193
6
$3.23M 1.06%
37,385
-2,783
7
$3.19M 1.05%
53,663
-1,912
8
$3.08M 1.01%
139,453
-22,982
9
$2.94M 0.97%
74,120
-3,620
10
$2.72M 0.89%
46,847
-795
11
$2.6M 0.86%
119,847
-5,438
12
$2.52M 0.83%
38,015
-50
13
$2.29M 0.75%
71,595
+12,838
14
$2.27M 0.75%
9,476
+1,281
15
$2.2M 0.72%
26,090
-985
16
$2.1M 0.69%
17,798
+452
17
$2.07M 0.68%
121,288
+35,180
18
$2.07M 0.68%
37,549
+513
19
$2.07M 0.68%
+27,450
20
$2.06M 0.68%
+88,795
21
$2M 0.66%
35,988
-70
22
$1.9M 0.63%
19,004
-40
23
$1.9M 0.62%
12,982
-863
24
$1.82M 0.6%
31,486
-66
25
$1.81M 0.6%
19,835
-582
1
2 3 4 5