IPRC

Indices-Pac Research Corporation Portfolio holdings

AUM $156M
1-Year Est. Return 16.72%
This Quarter Est. Return
1 Year Est. Return
+16.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
-$905K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$2.57M
3
+$2.27M
4
CSCO icon
Cisco
CSCO
+$1.87M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.83M

Top Sells

1
+$2.49M
2
+$2.05M
3
+$1.99M
4
PSX icon
Phillips 66
PSX
+$1.59M
5
LUMN icon
Lumen
LUMN
+$1.56M

Sector Composition

1 Healthcare 15.92%
2 Consumer Staples 12.43%
3 Financials 12.38%
4 Technology 11.72%
5 Industrials 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-14,634
227
– –
-14,416
228
– –
-16,231
229
– –
-20,326
230
– –
-20,144
231
– –
-46,764
232
– –
-7,090
233
– –
-5,306
234
– –
-4,834
235
– –
-5,704
236
– –
-19,202
237
– –
-81,390
238
– –
-11,172
239
– –
-13,259
240
– –
-3,821
241
– –
-5,441
242
– –
-9,592
243
– –
-14,767
244
– –
-6,144
245
– –
-8,430
246
– –
-10,704
6 7 8 9
10