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
51
$933K 0.61%
9,997
+6,730
52
$921K 0.61%
32,793
+14,977
53
$906K 0.6%
24,756
+17,952
54
$901K 0.59%
+15,961
55
$870K 0.57%
12,151
+8,800
56
$857K 0.56%
12,336
-1,470
57
$844K 0.55%
+65,940
58
$831K 0.55%
12,989
-1,902
59
$818K 0.54%
+19,546
60
$817K 0.54%
14,685
+6,317
61
$806K 0.53%
+4,890
62
$784K 0.52%
+32,138
63
$771K 0.51%
41,241
-15,665
64
$754K 0.5%
20,031
+5,114
65
$753K 0.5%
+11,460
66
$742K 0.49%
12,407
+3,307
67
$731K 0.48%
15,253
+6,572
68
$725K 0.48%
+17,319
69
$722K 0.47%
28,255
+11,728
70
$719K 0.47%
5,606
71
$718K 0.47%
7,192
+1,663
72
$702K 0.46%
9,135
+4,658
73
$692K 0.46%
19,389
+10,933
74
$692K 0.46%
14,476
+5,492
75
$689K 0.45%
+22,864
1 2
3
4 5