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
151
$265K 0.17%
5,459
+253
152
$264K 0.17%
3,968
+78
153
$263K 0.17%
3,145
-4,856
154
$256K 0.17%
2,758
+217
155
$252K 0.17%
13,542
156
$249K 0.16%
1,576
-2,647
157
$246K 0.16%
5,150
158
$241K 0.16%
3,186
-81
159
$240K 0.16%
7,632
-5,396
160
$236K 0.16%
+3,652
161
$234K 0.15%
+2,961
162
$233K 0.15%
+5,557
163
$230K 0.15%
+2,701
164
$230K 0.15%
+2,412
165
$230K 0.15%
2,203
-6,299
166
$227K 0.15%
5,222
-1,825
167
$227K 0.15%
2,946
-3,856
168
$226K 0.15%
8,522
169
$221K 0.15%
+3,337
170
$218K 0.14%
6,368
+280
171
$215K 0.14%
4,966
-3,859
172
$212K 0.14%
+5,711
173
$210K 0.14%
2,249
-1,496
174
$207K 0.14%
+4,440
175
$202K 0.13%
+3,711
5 6
7
8 9