IUS
Invesco RAFI Strategic US ETF
1W: -0.6%
1M: -2.5%
3M: +2.7%
YTD: +18.8%
1Y: +23.1%
3Y: +77.4%
5Y: +94.0%
$68.30
+0.33 (+0.49%)
Weekly Expected Move ±1.3%
$67
$67
$68
$69
$70
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Key Statistics
AUM$877M
Holdings532
Top 10 Wt27.8%
Volume65,056
Avg Volume54,823
Beta0.88
Portfolio Fundamentals
P/E26.3
P/B7.8
Div Yield1.59%
ROE33.6%
% Profitable93%
Inception2018-09-12
Sector Allocation
Technology
23.9%
Healthcare
15.4%
Communication Services
12.0%
Consumer Cyclical
10.7%
Financial Services
9.1%
Energy
8.8%
+6 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | Apple Inc | AAPL | 4.31% | $41.3M | 124,132 |
| 2 | Microsoft Corp | MSFT | 4.14% | $39.8M | 77,554 |
| 3 | Alphabet Inc | GOOGL | 3.60% | $34.6M | 100,427 |
| 4 | Meta Platforms Inc | META | 3.09% | $29.6M | 40,845 |
| 5 | Amazon.com Inc | AMZN | 2.65% | $25.4M | 102,052 |
| 6 | Berkshire Hathaway Inc | BRK-B | 2.64% | $25.3M | 50,877 |
| 7 | ExxonMobil Holdings Corp | XOM | 2.32% | $22.3M | 137,008 |
| 8 | NVIDIA Corp | NVDA | 2.25% | $21.6M | 94,506 |
| 9 | Chevron Corp | CVX | 1.51% | $14.5M | 70,837 |
| 10 | UnitedHealth Group Inc | UNH | 1.26% | $12.1M | 33,024 |