ARC
Advisor Resource Council Portfolio holdings
AUM
$204M
1-Year Return
12.5%
This Quarter Return
+7.77%
1 Year Return
+12.5%
3 Year Return
+54.67%
5 Year Return
–
10 Year Return
–
AUM
$1.29B
AUM Growth
+$959M
(+293%)
Cap. Flow
+$937M
Cap. Flow
% of AUM
72.86%
Top 10 Holdings %
Top 10 Hldgs %
26.33%
Holding
584
New
364
Increased
164
Reduced
32
Closed
11
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$57.1M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$27.8M |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
+$26.1M |
| 4 |
Invesco QQQ Trust
QQQ
|
+$20.4M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$20.2M |
Top Sells
| 1 |
BlueLinx
BXC
|
+$3.43M |
| 2 |
Olin
OLN
|
+$3.05M |
| 3 |
BBBY
Bed Bath & Beyond, Inc.
BBBY
|
+$2.41M |
| 4 |
Vale
VALE
|
+$2.22M |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
+$1.5M |
Sector Composition
| 1 | Technology | 7.41% |
| 2 | Financials | 3.89% |
| 3 | Healthcare | 3.84% |
| 4 | Consumer Discretionary | 3.71% |
| 5 | Communication Services | 3.08% |
