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ARC

Advisor Resource Council Portfolio holdings

AUM $309M
1-Year Est. Return 22.32%
This Fund
S&P 500
This Quarter Est. Return
-3.13%
1 Year Est. Return
+22.32%
3 Year Est. Return
+61.11%
5 Year Est. Return
+69.46%
10 Year Est. Return
AUM
$194M
AUM Growth
-$28.4M
Cap. Flow
-$15.5M
Cap. Flow %
-7.98%
Top 10 Hldgs %
54.53%
Holding
183
New
18
Increased
54
Reduced
70
Closed
25

Sector Composition

Rank Sector Weight
1 Technology 11.01%
2 Financials 3.59%
3 Consumer Discretionary 2.06%
4 Communication Services 1.96%
5 Industrials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SPY icon
1
PUT
State Street SPDR S&P 500 ETF Trust
SPY
$774B
$41.2M 21.24%
96,300
-11,400
-11% -$5.07M
SPY icon
2
State Street SPDR S&P 500 ETF Trust
SPY
$774B
$29.9M 15.42%
69,893
-3,984
-5% -$1.77M
AAPL icon
3
Apple
AAPL
$4.9T
$7.57M 3.91%
44,243
-1,056
-2% -$194K
MSFT icon
4
Microsoft
MSFT
$2.93T
$6.05M 3.12%
19,175
-659
-3% -$218K
RSP icon
5
Invesco S&P 500 Equal Weight ETF
RSP
$96.4B
$4.49M 2.32%
31,708
+2,483
+8% +$371K
GLD icon
6
SPDR Gold Trust
GLD
$130B
$4.07M 2.1%
23,761
-208
-0.9% -$37.2K
QQQ icon
7
Invesco QQQ Trust
QQQ
$466B
$3.33M 1.72%
9,294
-9,066
-49% -$3.36M
IVV icon
8
iShares Core S&P 500 ETF
IVV
$881B
$3.1M 1.6%
7,227
+539
+8% +$241K
MOAT icon
9
VanEck Morningstar Wide Moat ETF
MOAT
$11.8B
$3.04M 1.57%
40,080
+2,169
+6% +$173K
XLK icon
10
State Street Technology Select Sector SPDR ETF
XLK
$114B
$2.96M 1.53%
36,154
-4,362
-11% -$374K
BRK.B icon
11
Berkshire Hathaway Class B
BRK.B
$1.06T
$2.96M 1.53%
8,457
-2,930
-26% -$1.04M
IWM icon
12
iShares Russell 2000 ETF
IWM
$82.2B
$2.88M 1.49%
16,288
-3,208
-16% -$602K
GOOG icon
13
Alphabet (Google) Class C
GOOG
$4.22T
$2.52M 1.3%
19,076
-1,023
-5% -$133K
VYM icon
14
Vanguard High Dividend Yield ETF
VYM
$80B
$2.51M 1.29%
24,277
+692
+3% +$74.2K
XLE icon
15
State Street Energy Select Sector SPDR ETF
XLE
$38.2B
$2M 1.03%
44,230
-10,264
-19% -$449K
AMZN icon
16
Amazon
AMZN
$2.66T
$1.92M 0.99%
15,113
-400
-3% -$53.6K
DIA icon
17
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45B
$1.86M 0.96%
5,543
+239
+5% +$82.9K
BIL icon
18
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.8B
$1.68M 0.87%
18,267
+16,007
+708% +$1.47M
SMH icon
19
VanEck Semiconductor ETF
SMH
$67.5B
$1.65M 0.85%
11,373
-218
-2% -$33K
SRE icon
20
Sempra
SRE
$60.3B
$1.61M 0.83%
23,694
FAUG icon
21
FT Vest US Equity Buffer ETF August
FAUG
$1.17B
$1.56M 0.8%
41,699
+604
+1% +$23.3K
PTLC icon
22
Pacer Trendpilot US Large Cap ETF
PTLC
$3.27B
$1.36M 0.7%
33,948
+2,025
+6% +$83.9K
XOM icon
23
ExxonMobil
XOM
$611B
$1.35M 0.7%
11,480
-250
-2% -$27.4K
STOT icon
24
State Street DoubleLine Short Duration Total Return Tactical ETF
STOT
$479M
$1.35M 0.69%
29,016
-2,397
-8% -$111K
VIG icon
25
Vanguard Dividend Appreciation ETF
VIG
$111B
$1.32M 0.68%
8,503
+74
+0.9% +$12K

Similar funds

Advisor Resource Council's Q3 2023 Portfolio in Review

As of Q3 2023, Advisor Resource Council held 183 positions worth $194M, down 13% from $222M the previous quarter. Its ten largest holdings account for 55% of the portfolio.

Advisor Resource Council withdrew a net $15.5M in Q3 2023, closing 25 positions and reducing 70 holdings. Its most notable exit was State Street DoubleLine Total Return Tactical ETF, an estimated $931K position sold in full.

By sector, the portfolio is most concentrated in Technology at 11% of assets, up from 11% a quarter earlier, followed by Financials and Consumer Discretionary.

Against the trend, Advisor Resource Council opened a new position in First Trust Smith Unconstrained Bond ETF worth $1.04M.

  • Advisor Resource Council's largest Q3 2023 buy was First Trust Smith Unconstrained Bond ETF: 43,525 shares worth $1.04M.
  • Advisor Resource Council added most to State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2023, an estimated $1.47M increase.
  • Advisor Resource Council's biggest Q3 2023 reduction was Invesco QQQ Trust, cutting an estimated $3.36M.
  • Advisor Resource Council fully exited State Street DoubleLine Total Return Tactical ETF in Q3 2023, selling an estimated $931K.
  • Advisor Resource Council's ten largest holdings make up 55% of its $194M portfolio in Q3 2023.
  • Advisor Resource Council opened 18 new positions and closed 25 in Q3 2023.
  • Advisor Resource Council's portfolio value fell 13% quarter-over-quarter to $194M.

Based on Advisor Resource Council's 13F filing for Q3 2023, filed 25 Oct 2023.