ARC
Advisor Resource Council Portfolio holdings
AUM
$204M
This Quarter Return
+7.74%
1 Year Return
+12.5%
3 Year Return
+54.67%
5 Year Return
–
10 Year Return
–
AUM
$397M
AUM Growth
+$397M
(+136%)
Cap. Flow
+$234M
Cap. Flow
% of AUM
58.97%
Top 10 Holdings %
Top 10 Hldgs %
33.76%
Holding
275
New
115
Increased
118
Reduced
16
Closed
15
Top Buys
| 1 |
Aptus Defined Risk ETF
DRSK
|
$17.9M |
| 2 |
Aptus Collared Investment Opportunity ETF
ACIO
|
$12.4M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$12.1M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
$8.01M |
| 5 |
Opus Small Cap Value ETF
OSCV
|
$7.79M |
Top Sells
| 1 |
NVIDIA
NVDA
|
$3.66M |
| 2 |
Meta Platforms (Facebook)
META
|
$2.35M |
| 3 |
Advanced Micro Devices
AMD
|
$1.77M |
| 4 |
Texas Instruments
TXN
|
$1.72M |
| 5 |
Cisco
CSCO
|
$1.37M |
Sector Composition
| 1 | Technology | 10.47% |
| 2 | Financials | 5.24% |
| 3 | Energy | 5.14% |
| 4 | Consumer Discretionary | 3.02% |
| 5 | Healthcare | 2.97% |
