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
126
$353K 0.23%
+8,762
127
$352K 0.23%
22,500
+560
128
$352K 0.23%
5,581
-19,155
129
$350K 0.23%
13,446
130
$339K 0.22%
+9,423
131
$339K 0.22%
19,193
-13,279
132
$334K 0.22%
5,003
-780
133
$327K 0.22%
+5,413
134
$321K 0.21%
7,167
-12,839
135
$321K 0.21%
+5,827
136
$311K 0.2%
2,440
-119
137
$311K 0.2%
+8,135
138
$310K 0.2%
+4,582
139
$300K 0.2%
+4,723
140
$298K 0.2%
11,901
141
$296K 0.19%
6,185
-1,951
142
$294K 0.19%
3,257
-12,203
143
$290K 0.19%
+8,797
144
$287K 0.19%
8,664
-6,807
145
$285K 0.19%
14,200
+2,596
146
$285K 0.19%
6,909
-6,522
147
$284K 0.19%
4,923
-3,713
148
$281K 0.18%
+13,906
149
$279K 0.18%
+7,529
150
$276K 0.18%
7,409
-10,801
4 5
6
7 8