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
76
$688K 0.45%
+16,078
77
$681K 0.45%
8,032
+1,199
78
$681K 0.45%
19,519
-598
79
$653K 0.43%
5,835
-5,560
80
$639K 0.42%
+5,497
81
$635K 0.42%
13,717
-5,999
82
$627K 0.41%
8,921
+352
83
$626K 0.41%
+21,294
84
$613K 0.4%
6,837
-1,038
85
$598K 0.39%
+28,418
86
$589K 0.39%
+31,979
87
$571K 0.38%
17,228
-32,392
88
$563K 0.37%
15,838
+7,510
89
$561K 0.37%
+6,709
90
$561K 0.37%
+10,690
91
$554K 0.36%
9,349
-34,536
92
$541K 0.36%
3,881
-2,551
93
$540K 0.36%
8,683
+4,537
94
$540K 0.36%
+16,106
95
$539K 0.35%
20,202
-7,130
96
$529K 0.35%
50,873
97
$525K 0.35%
3,953
+836
98
$516K 0.34%
28,574
-48,948
99
$498K 0.33%
+18,213
100
$494K 0.32%
4,289
-1,598
2 3
4
5 6