AIC

Archer Investment Corporation Portfolio holdings

AUM $419M
1-Year Return 14.14%
This Quarter Return
+7.76%
1 Year Return
+14.14%
3 Year Return
+51.46%
5 Year Return
+90.19%
10 Year Return
AUM
$333M
AUM Growth
+$22.4M
Cap. Flow
+$2.62M
Cap. Flow %
0.79%
Top 10 Hldgs %
29.43%
Holding
1,148
New
60
Increased
193
Reduced
185
Closed
78
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
SPHB icon
451
Invesco S&P 500 High Beta ETF
SPHB
$443M
$31.9K 0.01%
364
VCIT icon
452
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$54.9B
$31.9K 0.01%
396
ASG
453
Liberty All-Star Growth Fund
ASG
$348M
$31.8K 0.01%
5,786
CEG icon
454
Constellation Energy
CEG
$100B
$31.4K 0.01%
170
-151
-47% -$27.9K
IDV icon
455
iShares International Select Dividend ETF
IDV
$5.83B
$30.8K 0.01%
1,097
ILCV icon
456
iShares Morningstar Value ETF
ILCV
$1.09B
$30.7K 0.01%
400
AOM icon
457
iShares Core Moderate Allocation ETF
AOM
$1.6B
$30.7K 0.01%
717
-50
-7% -$2.14K
DSI icon
458
iShares MSCI KLD 400 Social ETF
DSI
$4.85B
$30.6K 0.01%
304
VBK icon
459
Vanguard Small-Cap Growth ETF
VBK
$20.3B
$30.5K 0.01%
117
OMFL icon
460
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.98B
$30.5K 0.01%
552
XMMO icon
461
Invesco S&P MidCap Momentum ETF
XMMO
$4.4B
$30.4K 0.01%
265
SCHX icon
462
Schwab US Large- Cap ETF
SCHX
$59.8B
$30.4K 0.01%
1,470
+834
+131% +$17.3K
RDVY icon
463
First Trust Rising Dividend Achievers ETF
RDVY
$16.5B
$30.3K 0.01%
539
-3,498
-87% -$197K
APLS icon
464
Apellis Pharmaceuticals
APLS
$3.29B
$29.4K 0.01%
500
AXP icon
465
American Express
AXP
$225B
$29.4K 0.01%
129
CTBB icon
466
Qwest Corporation 6.5% Notes due 2056
CTBB
$802M
$29.3K 0.01%
3,000
IUSG icon
467
iShares Core S&P US Growth ETF
IUSG
$25.1B
$29.1K 0.01%
248
HYLS icon
468
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.68B
$28.9K 0.01%
700
ISCV icon
469
iShares Morningstar Small-Cap Value ETF
ISCV
$524M
$28.6K 0.01%
468
CARR icon
470
Carrier Global
CARR
$53.2B
$28.5K 0.01%
491
-42
-8% -$2.44K
VIGI icon
471
Vanguard International Dividend Appreciation ETF
VIGI
$8.49B
$28.5K 0.01%
350
XLE icon
472
Energy Select Sector SPDR Fund
XLE
$27.1B
$27.8K 0.01%
295
PSEC icon
473
Prospect Capital
PSEC
$1.29B
$27.6K 0.01%
5,000
-6,000
-55% -$33.1K
IJK icon
474
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.14B
$27.3K 0.01%
299
DGX icon
475
Quest Diagnostics
DGX
$20.1B
$27.2K 0.01%
204