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
101
$492K 0.32%
9,583
+203
102
$485K 0.32%
19,563
103
$483K 0.32%
11,321
+1,726
104
$482K 0.32%
+8,735
105
$465K 0.31%
+11,361
106
$461K 0.3%
3,202
-7,180
107
$459K 0.3%
+4,104
108
$453K 0.3%
5,874
+2,045
109
$451K 0.3%
9,305
-22,805
110
$450K 0.3%
6,631
-1,837
111
$443K 0.29%
1,514
112
$442K 0.29%
3,758
+74
113
$439K 0.29%
6,530
+880
114
$431K 0.28%
5,167
-961
115
$429K 0.28%
+9,327
116
$424K 0.28%
+3,527
117
$416K 0.27%
8,631
+2,563
118
$407K 0.27%
6,311
-5,512
119
$399K 0.26%
46,467
-80,844
120
$399K 0.26%
+6,989
121
$381K 0.25%
16,888
+1,546
122
$366K 0.24%
4,324
-3,018
123
$365K 0.24%
5,812
-11,496
124
$360K 0.24%
17,012
+272
125
$353K 0.23%
+8,148
3 4
5
6 7