ARC

Advisor Resource Council Portfolio holdings

AUM $74.1M
1-Year Est. Return 14.19%
This Quarter Est. Return
1 Year Est. Return
+14.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.24B
AUM Growth
+$1.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Sells

1 +$8.67M
2 +$4.33M
3 +$3.59M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$775K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$773K

Sector Composition

1 Technology 9.22%
2 Financials 3.78%
3 Industrials 3.06%
4 Consumer Discretionary 2.98%
5 Healthcare 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$399K 0.03%
+824
402
$396K 0.03%
+12,134
403
$395K 0.03%
+1,602
404
$394K 0.03%
+65,462
405
$393K 0.03%
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406
$393K 0.03%
+13,305
407
$392K 0.03%
+5,784
408
$391K 0.03%
+3,361
409
$391K 0.03%
+21,491
410
$390K 0.03%
+2,203
411
$385K 0.03%
+10,157
412
$385K 0.03%
+5,638
413
$384K 0.03%
+1,657
414
$382K 0.03%
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415
$381K 0.03%
+13,463
416
$381K 0.03%
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417
$377K 0.03%
+10,884
418
$374K 0.03%
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419
$371K 0.03%
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420
$369K 0.03%
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421
$369K 0.03%
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422
$368K 0.03%
+7,972
423
$362K 0.03%
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424
$362K 0.03%
+9,313
425
$361K 0.03%
+2,079