Independent Portfolio Consultants, Inc.
All 13F Filings
- Location
- Most recent 13F
- Q1 2014
- Holdings value ($000)
- 315,629
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2014 | 5/13/2014 | 449 | 315,629 | 13F-HR | Independent Portfolio Consultants, Inc. |
| Q4 2013 | 1/29/2014 | 443 | 286,259 | 13F-HR | Independent Portfolio Consultants, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 245.4 K | 77.8% | 0 | 40.03 K | -40.03 K |
| ETFs | 67.32 K | 21.3% | 66.53 K | 0 | 66.53 K |
| Debt | 2.869 K | 0.9% | 2.869 K | 0 | 2.869 K |
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Fund Snapshot
Q1 2014
Latest filed
5/13/2014
Total value ($000)
315,629
Holdings
449
QoQ value change ($000)
29,370
(10.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.