IUS
Invesco RAFI Strategic US ETF
1W: +1.6%
1M: +4.0%
3M: +9.8%
YTD: +18.4%
1Y: +29.6%
3Y: +70.6%
5Y: +97.1%
$68.09
+0.82 (+1.22%)
Weekly Expected Move ±1.1%
$65
$66
$67
$68
$68
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Key Statistics
AUM$898M
Holdings530
Top 10 Wt25.9%
Volume111,964
Avg Volume49,434
Beta0.82
Portfolio Fundamentals
P/E30.1
P/B8.7
Div Yield1.56%
ROE31.2%
% Profitable89%
Inception2018-09-12
Sector Allocation
Technology
21.7%
Healthcare
15.4%
Communication Services
11.2%
Consumer Cyclical
11.2%
Financial Services
9.6%
Industrials
9.0%
+6 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | Apple Inc | AAPL | 4.24% | $37.9M | 117,737 |
| 2 | Alphabet Inc | GOOGL | 3.39% | $30.3M | 95,252 |
| 3 | Microsoft Corp | MSFT | 3.14% | $28.1M | 73,573 |
| 4 | Berkshire Hathaway Inc | BRK-B | 2.65% | $23.7M | 48,221 |
| 5 | Meta Platforms Inc | META | 2.63% | $23.5M | 38,736 |
| 6 | Amazon.com Inc | AMZN | 2.53% | $22.6M | 96,793 |
| 7 | ExxonMobil Holdings Corp | XOM | 2.28% | $20.4M | 129,953 |
| 8 | NVIDIA Corp | NVDA | 2.09% | $18.7M | 89,619 |
| 9 | UnitedHealth Group Inc | UNH | 1.49% | $13.3M | 31,333 |
| 10 | Chevron Corp | CVX | 1.46% | $13.1M | 67,169 |