ARC
Advisor Resource Council Portfolio holdings
AUM
$204M
1-Year Return
12.5%
This Quarter Return
-1.01%
1 Year Return
+12.5%
3 Year Return
+54.67%
5 Year Return
–
10 Year Return
–
AUM
$1.24B
AUM Growth
+$1.1B
(+788%)
Cap. Flow
+$1.12B
Cap. Flow
% of AUM
90.24%
Top 10 Holdings %
Top 10 Hldgs %
19.74%
Holding
594
New
525
Increased
41
Reduced
16
Closed
12
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$37.6M |
| 2 |
Apple
AAPL
|
$24.1M |
| 3 |
Invesco QQQ Trust
QQQ
|
$23.3M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
$19.4M |
| 5 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$18.2M |
Top Sells
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$8.67M |
| 2 |
iShares MSCI Japan ETF
EWJ
|
$4.33M |
| 3 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$3.59M |
| 4 |
iShares Russell Mid-Cap ETF
IWR
|
$775K |
| 5 |
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% |
