ARC
Advisor Resource Council Portfolio holdings
AUM
$204M
1-Year Return
12.5%
This Quarter Return
-13.21%
1 Year Return
+12.5%
3 Year Return
+54.67%
5 Year Return
–
10 Year Return
–
AUM
$1.07B
AUM Growth
+$738M
(+225%)
Cap. Flow
+$787M
Cap. Flow
% of AUM
73.86%
Top 10 Holdings %
Top 10 Hldgs %
24.87%
Holding
538
New
326
Increased
163
Reduced
19
Closed
20
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$34.7M |
| 2 |
Energy Select Sector SPDR Fund
XLE
|
$21.5M |
| 3 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$21.2M |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
$21.1M |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
$19.9M |
Top Sells
| 1 |
Upstart Holdings
UPST
|
$4.92M |
| 2 |
Energy Transfer Partners
ET
|
$4.66M |
| 3 |
Owens & Minor
OMI
|
$3.2M |
| 4 |
Fulgent Genetics
FLGT
|
$2.5M |
| 5 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$2.4M |
Sector Composition
| 1 | Technology | 7.27% |
| 2 | Healthcare | 3.27% |
| 3 | Consumer Discretionary | 3.11% |
| 4 | Financials | 2.81% |
| 5 | Communication Services | 2.57% |
