AIC

Archer Investment Corporation Portfolio holdings

AUM $443M
1-Year Est. Return 13.8%
This Quarter Est. Return
1 Year Est. Return
+13.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$419M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,222
New
Increased
Reduced
Closed

Top Buys

1 +$2.06M
2 +$1.74M
3 +$951K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$804K
5
JBND icon
JPMorgan Active Bond ETF
JBND
+$669K

Top Sells

1 +$1.52M
2 +$532K
3 +$513K
4
MDT icon
Medtronic
MDT
+$432K
5
PSX icon
Phillips 66
PSX
+$414K

Sector Composition

1 Technology 7.75%
2 Financials 5.24%
3 Healthcare 4.77%
4 Industrials 4.63%
5 Communication Services 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AMLP icon
551
Alerian MLP ETF
AMLP
$10.4B
$26.5K 0.01%
543
IUSG icon
552
iShares Core S&P US Growth ETF
IUSG
$26.3B
$26.5K 0.01%
176
TSCO icon
553
Tractor Supply
TSCO
$29.4B
$26.4K 0.01%
500
SPHD icon
554
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.07B
$26.2K 0.01%
550
OTIS icon
555
Otis Worldwide
OTIS
$35.2B
$26K 0.01%
263
TDG icon
556
TransDigm Group
TDG
$72.9B
$25.9K 0.01%
17
ICE icon
557
Intercontinental Exchange
ICE
$85.1B
$25.5K 0.01%
139
UJUN icon
558
Innovator US Equity Ultra Buffer ETF June
UJUN
$146M
$25.5K 0.01%
+715
SCHX icon
559
Schwab US Large- Cap ETF
SCHX
$62.2B
$25.4K 0.01%
1,041
-4,851
IONQ icon
560
IonQ
IONQ
$19.6B
$25.4K 0.01%
592
+322
XLC icon
561
The Communication Services Select Sector SPDR Fund
XLC
$27.1B
$25.2K 0.01%
232
IGLB icon
562
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.57B
$25K 0.01%
+498
ADM icon
563
Archer Daniels Midland
ADM
$26.9B
$24.5K 0.01%
464
TMUS icon
564
T-Mobile US
TMUS
$231B
$24.4K 0.01%
103
+1
ENPH icon
565
Enphase Energy
ENPH
$4.31B
$24.4K 0.01%
616
AOK icon
566
iShares Core Conservative Allocation ETF
AOK
$661M
$24.1K 0.01%
617
+64
GEV icon
567
GE Vernova
GEV
$158B
$24K 0.01%
45
IONS icon
568
Ionis Pharmaceuticals
IONS
$11.3B
$23.7K 0.01%
600
TEQI icon
569
T. Rowe Price Equity Income ETF
TEQI
$326M
$23.7K 0.01%
557
CPNG icon
570
Coupang
CPNG
$52.8B
$23.2K 0.01%
775
VT icon
571
Vanguard Total World Stock ETF
VT
$55.3B
$22.6K 0.01%
176
PAVE icon
572
Global X US Infrastructure Development ETF
PAVE
$9.71B
$22.4K 0.01%
515
SWKS icon
573
Skyworks Solutions
SWKS
$10.2B
$22.4K 0.01%
300
FENY icon
574
Fidelity MSCI Energy Index ETF
FENY
$1.45B
$22.3K 0.01%
952
+3
IJR icon
575
iShares Core S&P Small-Cap ETF
IJR
$86.2B
$22.3K 0.01%
204
-6