IWR vs. PRF ETF Comparison

Comparison of iShares Russell Mid-Cap ETF (IWR) to Powershares FTSE RAFI US 1000 Portfolio (PRF)
IWR

iShares Russell Mid-Cap ETF

IWR Description

The investment seeks to track the investment results of an index composed of mid-capitalization U.S. equities. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of the mid-capitalization sector of the U.S. equity market. The underlying index is a float-adjusted, capitalization-weighted index of the 800 smallest issuers in the Russell 1000® Index.

Grade (RS Rating)

Last Trade

$94.10

Average Daily Volume

1,460,358

Number of Holdings *

803

* may have additional holdings in another (foreign) market
PRF

Powershares FTSE RAFI US 1000 Portfolio

PRF Description The PowerShares FTSE RAFI US 1000 Portfolio (Fund) is based on the FTSE RAFI US 1000 Index (Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Index is designed to track the performance of the largest US equities, selected based on the following four fundamental measures of firm size: book value, cash flow, sales and dividends. The 1,000 equities with the highest fundamental strength are weighted by their fundamental scores. The Fund and the Index are reconstituted annually.

Grade (RS Rating)

Last Trade

$42.12

Average Daily Volume

211,779

Number of Holdings *

982

* may have additional holdings in another (foreign) market
Performance
Period IWR PRF
30 Days 5.29% 2.81%
60 Days 7.26% 4.61%
90 Days 8.75% 6.08%
12 Months 32.54% 29.30%
593 Overlapping Holdings
Symbol Grade Weight in IWR Weight in PRF Overlap
A D 0.31% 0.04% 0.04%
AA A 0.09% 0.07% 0.07%
AAL B 0.08% 0.02% 0.02%
AAP D 0.02% 0.02% 0.02%
ACGL C 0.3% 0.07% 0.07%
ACHC F 0.03% 0.01% 0.01%
ACI C 0.07% 0.07% 0.07%
ACM B 0.12% 0.05% 0.05%
ADC A 0.06% 0.02% 0.02%
ADM D 0.21% 0.21% 0.21%
AEE A 0.2% 0.09% 0.09%
AES F 0.08% 0.05% 0.05%
AFG A 0.08% 0.05% 0.05%
AFL B 0.51% 0.2% 0.2%
AGCO D 0.05% 0.03% 0.03%
AGNC C 0.06% 0.02% 0.02%
AGO B 0.04% 0.02% 0.02%
AGR A 0.02% 0.02% 0.02%
AIZ A 0.09% 0.04% 0.04%
AJG A 0.52% 0.07% 0.07%
AKAM D 0.11% 0.02% 0.02%
AL B 0.04% 0.03% 0.03%
ALB B 0.1% 0.03% 0.03%
ALGN D 0.14% 0.02% 0.02%
ALL A 0.43% 0.2% 0.2%
ALLE C 0.1% 0.02% 0.02%
ALLY C 0.08% 0.08% 0.08%
ALSN B 0.08% 0.03% 0.03%
AM A 0.04% 0.01% 0.01%
AME A 0.37% 0.04% 0.04%
AMG B 0.05% 0.02% 0.02%
AMH C 0.1% 0.02% 0.02%
AMKR D 0.02% 0.01% 0.01%
AMP A 0.46% 0.1% 0.1%
AN C 0.03% 0.05% 0.03%
ANSS B 0.24% 0.02% 0.02%
AOS F 0.07% 0.01% 0.01%
APA D 0.07% 0.04% 0.04%
APG B 0.07% 0.01% 0.01%
APTV F 0.12% 0.04% 0.04%
AR B 0.07% 0.04% 0.04%
ARE F 0.15% 0.06% 0.06%
ARES A 0.25% 0.02% 0.02%
ARMK B 0.08% 0.03% 0.03%
ARW D 0.05% 0.08% 0.05%
ASH F 0.03% 0.01% 0.01%
ATI C 0.06% 0.01% 0.01%
ATO A 0.18% 0.06% 0.06%
ATR B 0.09% 0.02% 0.02%
AVB B 0.27% 0.08% 0.08%
AVT C 0.04% 0.04% 0.04%
AVTR F 0.12% 0.03% 0.03%
AVY F 0.13% 0.03% 0.03%
AWK C 0.22% 0.05% 0.05%
AXS A 0.06% 0.03% 0.03%
AXTA B 0.07% 0.03% 0.03%
AYI B 0.08% 0.02% 0.02%
BAH F 0.16% 0.03% 0.03%
BALL F 0.15% 0.05% 0.05%
BAX F 0.13% 0.05% 0.05%
BBWI C 0.06% 0.02% 0.02%
BBY D 0.16% 0.14% 0.14%
BC C 0.04% 0.02% 0.02%
BEN C 0.05% 0.04% 0.04%
BERY C 0.06% 0.04% 0.04%
BG D 0.1% 0.1% 0.1%
BHF C 0.03% 0.03% 0.03%
BIIB F 0.19% 0.09% 0.09%
BIO C 0.05% 0.02% 0.02%
BJ A 0.1% 0.05% 0.05%
BK A 0.48% 0.27% 0.27%
BKR A 0.35% 0.12% 0.12%
BLD D 0.09% 0.02% 0.02%
BLDR D 0.17% 0.06% 0.06%
BMRN F 0.1% 0.01% 0.01%
BOKF B 0.02% 0.01% 0.01%
BPOP C 0.06% 0.03% 0.03%
BR A 0.22% 0.03% 0.03%
BRO B 0.22% 0.03% 0.03%
BRX A 0.07% 0.03% 0.03%
BURL B 0.14% 0.03% 0.03%
BWA D 0.06% 0.05% 0.05%
BWXT B 0.1% 0.02% 0.02%
BXP C 0.1% 0.06% 0.06%
BYD B 0.04% 0.01% 0.01%
CACI D 0.09% 0.03% 0.03%
CAG F 0.1% 0.07% 0.07%
CAH B 0.24% 0.29% 0.24%
CAR C 0.01% 0.03% 0.01%
CASY A 0.12% 0.04% 0.04%
CBOE C 0.17% 0.02% 0.02%
CBRE B 0.33% 0.13% 0.13%
CBSH B 0.07% 0.02% 0.02%
CC C 0.02% 0.02% 0.02%
CCI C 0.37% 0.12% 0.12%
CCK D 0.09% 0.04% 0.04%
CCL A 0.2% 0.07% 0.07%
CDW F 0.2% 0.04% 0.04%
CE F 0.07% 0.02% 0.02%
CF A 0.13% 0.06% 0.06%
CFG B 0.17% 0.16% 0.16%
CFR B 0.07% 0.02% 0.02%
CG B 0.09% 0.03% 0.03%
CGNX D 0.06% 0.01% 0.01%
CHD A 0.22% 0.04% 0.04%
CHRD D 0.07% 0.02% 0.02%
CHRW B 0.11% 0.08% 0.08%
CHTR C 0.3% 0.25% 0.25%
CIEN C 0.08% 0.02% 0.02%
CINF A 0.19% 0.08% 0.08%
CIVI D 0.04% 0.01% 0.01%
CLF F 0.04% 0.03% 0.03%
CLH C 0.1% 0.02% 0.02%
CLVT D 0.01% 0.01% 0.01%
CLX A 0.17% 0.05% 0.05%
CMA B 0.07% 0.06% 0.06%
CMI A 0.41% 0.15% 0.15%
CMS C 0.17% 0.07% 0.07%
CNC D 0.25% 0.22% 0.22%
CNH C 0.08% 0.05% 0.05%
CNM D 0.07% 0.01% 0.01%
CNP A 0.16% 0.07% 0.07%
CNXC F 0.01% 0.01% 0.01%
COHR B 0.1% 0.03% 0.03%
COIN C 0.5% 0.03% 0.03%
COLB B 0.05% 0.02% 0.02%
COLD D 0.05% 0.02% 0.02%
COR B 0.33% 0.26% 0.26%
CPAY A 0.2% 0.04% 0.04%
CPB D 0.07% 0.03% 0.03%
CPNG D 0.23% 0.03% 0.03%
CPRI F 0.02% 0.01% 0.01%
CPT B 0.1% 0.04% 0.04%
CR A 0.07% 0.02% 0.02%
CRI F 0.02% 0.01% 0.01%
CRL D 0.08% 0.02% 0.02%
CSGP D 0.24% 0.02% 0.02%
CSL C 0.17% 0.03% 0.03%
CTLT C 0.09% 0.03% 0.03%
CTRA B 0.16% 0.07% 0.07%
CTSH B 0.32% 0.1% 0.1%
CTVA C 0.32% 0.09% 0.09%
CUBE C 0.09% 0.02% 0.02%
CUZ B 0.04% 0.02% 0.02%
CW C 0.11% 0.02% 0.02%
CZR F 0.07% 0.03% 0.03%
DAL B 0.34% 0.04% 0.04%
DAR C 0.06% 0.03% 0.03%
DCI B 0.08% 0.02% 0.02%
DD C 0.28% 0.17% 0.17%
DECK A 0.22% 0.02% 0.02%
DFS B 0.36% 0.2% 0.2%
DG F 0.14% 0.05% 0.05%
DGX A 0.15% 0.07% 0.07%
DHI F 0.39% 0.12% 0.12%
DINO D 0.05% 0.04% 0.04%
DKS D 0.09% 0.03% 0.03%
DLR B 0.48% 0.13% 0.13%
DLTR F 0.11% 0.04% 0.04%
DOC C 0.12% 0.07% 0.07%
DOV A 0.23% 0.05% 0.05%
DOW F 0.26% 0.18% 0.18%
DOX D 0.08% 0.02% 0.02%
DPZ C 0.12% 0.02% 0.02%
DRI B 0.16% 0.05% 0.05%
DTE C 0.2% 0.1% 0.1%
DTM A 0.08% 0.03% 0.03%
DVA C 0.07% 0.04% 0.04%
DVN F 0.2% 0.1% 0.1%
DXC B 0.03% 0.05% 0.03%
DXCM C 0.25% 0.01% 0.01%
EA A 0.36% 0.04% 0.04%
EBAY D 0.26% 0.09% 0.09%
ED C 0.28% 0.15% 0.15%
EEFT B 0.04% 0.01% 0.01%
EFX F 0.25% 0.03% 0.03%
EG C 0.13% 0.05% 0.05%
EGP D 0.07% 0.01% 0.01%
EHC B 0.08% 0.02% 0.02%
EIX B 0.26% 0.14% 0.14%
ELAN D 0.06% 0.03% 0.03%
ELS C 0.11% 0.02% 0.02%
EME A 0.19% 0.04% 0.04%
EMN C 0.1% 0.06% 0.06%
ENOV C 0.02% 0.01% 0.01%
ENTG D 0.12% 0.01% 0.01%
EPAM B 0.11% 0.01% 0.01%
EPR C 0.03% 0.02% 0.02%
EQH C 0.12% 0.06% 0.06%
EQR C 0.23% 0.08% 0.08%
EQT B 0.21% 0.07% 0.07%
ES C 0.18% 0.11% 0.11%
ESAB C 0.06% 0.01% 0.01%
ESI B 0.05% 0.01% 0.01%
ESS B 0.16% 0.05% 0.05%
ETR B 0.26% 0.15% 0.15%
EVR B 0.09% 0.02% 0.02%
EVRG A 0.12% 0.08% 0.08%
EWBC A 0.12% 0.04% 0.04%
EXC C 0.32% 0.2% 0.2%
EXEL B 0.08% 0.02% 0.02%
EXPD C 0.14% 0.04% 0.04%
EXPE B 0.19% 0.04% 0.04%
EXR C 0.28% 0.04% 0.04%
FAF A 0.05% 0.04% 0.04%
FANG C 0.27% 0.08% 0.08%
FAST B 0.39% 0.06% 0.06%
FBIN D 0.08% 0.02% 0.02%
FCN F 0.06% 0.01% 0.01%
FCNCA A 0.22% 0.03% 0.03%
FDS B 0.15% 0.02% 0.02%
FE C 0.2% 0.1% 0.1%
FFIV B 0.11% 0.02% 0.02%
FHB B 0.03% 0.02% 0.02%
FHN A 0.09% 0.05% 0.05%
FIS C 0.41% 0.15% 0.15%
FITB B 0.26% 0.14% 0.14%
FIVE F 0.04% 0.01% 0.01%
FLO D 0.03% 0.02% 0.02%
FLS B 0.06% 0.02% 0.02%
FMC D 0.06% 0.03% 0.03%
FNB A 0.05% 0.03% 0.03%
FND D 0.09% 0.01% 0.01%
FNF B 0.13% 0.07% 0.07%
FOX A 0.05% 0.03% 0.03%
FOXA A 0.09% 0.05% 0.05%
FR D 0.06% 0.01% 0.01%
FRT B 0.08% 0.02% 0.02%
FSLR F 0.17% 0.03% 0.03%
FTI A 0.1% 0.02% 0.02%
FTV C 0.22% 0.03% 0.03%
FYBR C 0.07% 0.06% 0.06%
G B 0.06% 0.02% 0.02%
GAP C 0.04% 0.03% 0.03%
GDDY A 0.21% 0.02% 0.02%
GEHC D 0.31% 0.08% 0.08%
GEN B 0.13% 0.06% 0.06%
GGG B 0.12% 0.02% 0.02%
GIS D 0.29% 0.13% 0.13%
GL C 0.08% 0.03% 0.03%
GLPI C 0.11% 0.03% 0.03%
GLW B 0.29% 0.12% 0.12%
GME C 0.08% 0.02% 0.02%
GNRC C 0.09% 0.03% 0.03%
GNTX C 0.06% 0.01% 0.01%
GPC D 0.14% 0.05% 0.05%
GPK C 0.07% 0.03% 0.03%
GPN B 0.24% 0.07% 0.07%
GRMN B 0.27% 0.06% 0.06%
GWW B 0.42% 0.06% 0.06%
GXO B 0.06% 0.03% 0.03%
HAL C 0.22% 0.07% 0.07%
HAS D 0.07% 0.04% 0.04%
HBAN A 0.21% 0.12% 0.12%
HEI A 0.14% 0.01% 0.01%
HEI A 0.1% 0.01% 0.01%
HEI A 0.1% 0.01% 0.01%
HEI A 0.14% 0.01% 0.01%
HES B 0.33% 0.05% 0.05%
HIG B 0.28% 0.14% 0.14%
HII F 0.06% 0.02% 0.02%
HIW C 0.03% 0.02% 0.02%
HLT A 0.5% 0.03% 0.03%
HOG D 0.03% 0.02% 0.02%
HOLX D 0.15% 0.04% 0.04%
HOOD B 0.18% 0.03% 0.03%
HPE B 0.23% 0.19% 0.19%
HPQ B 0.3% 0.19% 0.19%
HRB D 0.07% 0.02% 0.02%
HRL D 0.07% 0.03% 0.03%
HSIC C 0.07% 0.03% 0.03%
HST C 0.1% 0.04% 0.04%
HSY F 0.21% 0.04% 0.04%
HUBB B 0.19% 0.03% 0.03%
HUM C 0.27% 0.14% 0.14%
HUN F 0.03% 0.02% 0.02%
HWM A 0.37% 0.05% 0.05%
IAC F 0.03% 0.01% 0.01%
IDA A 0.05% 0.02% 0.02%
IDXX F 0.29% 0.01% 0.01%
IEX C 0.14% 0.02% 0.02%
IFF D 0.18% 0.08% 0.08%
ILMN C 0.18% 0.02% 0.02%
INCY C 0.1% 0.02% 0.02%
INGR C 0.08% 0.04% 0.04%
INVH D 0.17% 0.05% 0.05%
IP A 0.16% 0.15% 0.15%
IPG D 0.08% 0.04% 0.04%
IQV F 0.29% 0.05% 0.05%
IR B 0.34% 0.03% 0.03%
IRM C 0.28% 0.08% 0.08%
IT C 0.32% 0.02% 0.02%
ITT A 0.1% 0.02% 0.02%
IVZ B 0.05% 0.06% 0.05%
J D 0.14% 0.04% 0.04%
JAZZ B 0.06% 0.02% 0.02%
JBHT C 0.12% 0.03% 0.03%
JBL C 0.12% 0.05% 0.05%
JEF A 0.11% 0.07% 0.07%
JHG B 0.05% 0.03% 0.03%
JKHY D 0.1% 0.02% 0.02%
JLL D 0.1% 0.06% 0.06%
JNPR D 0.1% 0.03% 0.03%
JWN D 0.02% 0.03% 0.02%
K A 0.17% 0.08% 0.08%
KBR F 0.06% 0.02% 0.02%
KD B 0.05% 0.05% 0.05%
KEX B 0.06% 0.02% 0.02%
KEY B 0.15% 0.11% 0.11%
KEYS A 0.21% 0.03% 0.03%
KIM A 0.14% 0.05% 0.05%
KMI A 0.44% 0.3% 0.3%
KMPR A 0.04% 0.02% 0.02%
KMX B 0.1% 0.08% 0.08%
KNX C 0.07% 0.03% 0.03%
KR B 0.32% 0.31% 0.31%
KRC B 0.04% 0.03% 0.03%
KSS F 0.02% 0.04% 0.02%
L A 0.12% 0.06% 0.06%
LAD A 0.08% 0.06% 0.06%
LAMR C 0.09% 0.03% 0.03%
LBRDA C 0.01% 0.0% 0.0%
LBRDK C 0.08% 0.03% 0.03%
LDOS C 0.18% 0.06% 0.06%
LEA F 0.04% 0.04% 0.04%
LECO C 0.09% 0.01% 0.01%
LEG F 0.01% 0.01% 0.01%
LEN D 0.33% 0.01% 0.01%
LEN D 0.33% 0.12% 0.12%
LEN D 0.01% 0.12% 0.01%
LEN D 0.01% 0.01% 0.01%
LFUS D 0.05% 0.01% 0.01%
LH B 0.16% 0.06% 0.06%
LHX C 0.38% 0.12% 0.12%
LII A 0.16% 0.02% 0.02%
LITE B 0.05% 0.02% 0.02%
LKQ F 0.08% 0.04% 0.04%
LNC C 0.04% 0.07% 0.04%
LNG A 0.4% 0.07% 0.07%
LNT A 0.13% 0.05% 0.05%
LNW F 0.07% 0.02% 0.02%
LPLA A 0.19% 0.03% 0.03%
LPX B 0.06% 0.02% 0.02%
LSTR D 0.05% 0.02% 0.02%
LUV C 0.16% 0.02% 0.02%
LVS B 0.14% 0.03% 0.03%
LW C 0.09% 0.02% 0.02%
LYB F 0.18% 0.14% 0.14%
LYV A 0.17% 0.02% 0.02%
M F 0.04% 0.05% 0.04%
MAA B 0.15% 0.05% 0.05%
MAN F 0.02% 0.03% 0.02%
MAS D 0.14% 0.03% 0.03%
MAT D 0.05% 0.02% 0.02%
MCHP F 0.27% 0.05% 0.05%
MDU D 0.03% 0.02% 0.02%
MGM D 0.07% 0.04% 0.04%
MHK D 0.06% 0.06% 0.06%
MIDD C 0.06% 0.02% 0.02%
MKC C 0.15% 0.04% 0.04%
MKL A 0.18% 0.08% 0.08%
MKSI C 0.06% 0.02% 0.02%
MLM C 0.29% 0.04% 0.04%
MOH F 0.14% 0.05% 0.05%
MOS F 0.07% 0.06% 0.06%
MPW F 0.02% 0.04% 0.02%
MRO B 0.13% 0.07% 0.07%
MSCI C 0.38% 0.02% 0.02%
MSM C 0.03% 0.02% 0.02%
MTB A 0.29% 0.16% 0.16%
MTCH D 0.07% 0.01% 0.01%
MTD F 0.21% 0.02% 0.02%
MTDR B 0.06% 0.01% 0.01%
MTG C 0.05% 0.02% 0.02%
MTN C 0.06% 0.01% 0.01%
MTZ B 0.07% 0.04% 0.04%
MUSA B 0.08% 0.03% 0.03%
NDAQ A 0.27% 0.03% 0.03%
NDSN B 0.12% 0.02% 0.02%
NFG A 0.05% 0.02% 0.02%
NI A 0.14% 0.06% 0.06%
NNN C 0.06% 0.02% 0.02%
NOV C 0.05% 0.02% 0.02%
NRG B 0.16% 0.11% 0.11%
NTAP C 0.2% 0.06% 0.06%
NTRS A 0.18% 0.1% 0.1%
NUE C 0.29% 0.12% 0.12%
NVR D 0.21% 0.05% 0.05%
NVST B 0.03% 0.02% 0.02%
NVT B 0.1% 0.02% 0.02%
NWL C 0.03% 0.04% 0.03%
NWS A 0.03% 0.01% 0.01%
NWSA A 0.09% 0.03% 0.03%
NXST C 0.04% 0.02% 0.02%
O C 0.41% 0.1% 0.1%
OC A 0.14% 0.05% 0.05%
ODFL C 0.35% 0.03% 0.03%
OGE A 0.07% 0.04% 0.04%
OGN F 0.03% 0.03% 0.03%
OHI C 0.08% 0.03% 0.03%
OKE A 0.53% 0.18% 0.18%
OKTA C 0.1% 0.01% 0.01%
OLN F 0.04% 0.03% 0.03%
OMC C 0.15% 0.08% 0.08%
OMF A 0.05% 0.05% 0.05%
ON D 0.23% 0.04% 0.04%
ORI A 0.08% 0.06% 0.06%
OSK C 0.06% 0.03% 0.03%
OTIS C 0.33% 0.06% 0.06%
OVV B 0.1% 0.04% 0.04%
OZK B 0.04% 0.02% 0.02%
PAG B 0.02% 0.02% 0.02%
PARA C 0.05% 0.12% 0.05%
PAYX B 0.38% 0.07% 0.07%
PB B 0.06% 0.03% 0.03%
PCG A 0.37% 0.11% 0.11%
PEG A 0.37% 0.15% 0.15%
PENN C 0.03% 0.03% 0.03%
PFG D 0.16% 0.1% 0.1%
PFGC B 0.11% 0.08% 0.08%
PHM D 0.22% 0.07% 0.07%
PII F 0.03% 0.02% 0.02%
PINC B 0.02% 0.01% 0.01%
PK C 0.02% 0.03% 0.02%
PKG A 0.17% 0.06% 0.06%
PNFP B 0.08% 0.03% 0.03%
PNR A 0.14% 0.03% 0.03%
PNW A 0.09% 0.06% 0.06%
POOL C 0.11% 0.02% 0.02%
POST C 0.04% 0.02% 0.02%
PPG F 0.24% 0.07% 0.07%
PPL A 0.21% 0.14% 0.14%
PRGO C 0.03% 0.02% 0.02%
PRI B 0.09% 0.02% 0.02%
PRU A 0.38% 0.23% 0.23%
PTC B 0.19% 0.01% 0.01%
PVH C 0.05% 0.02% 0.02%
PWR A 0.39% 0.06% 0.06%
QRVO F 0.05% 0.02% 0.02%
R B 0.06% 0.06% 0.06%
RCL A 0.45% 0.05% 0.05%
REG A 0.11% 0.04% 0.04%
REXR F 0.07% 0.01% 0.01%
RF A 0.2% 0.12% 0.12%
RGA A 0.13% 0.06% 0.06%
RGLD C 0.08% 0.01% 0.01%
RH C 0.04% 0.02% 0.02%
RHI C 0.06% 0.02% 0.02%
RIVN F 0.07% 0.02% 0.02%
RJF A 0.25% 0.07% 0.07%
RL C 0.07% 0.02% 0.02%
RLI A 0.06% 0.01% 0.01%
RMD C 0.28% 0.03% 0.03%
RNR C 0.11% 0.02% 0.02%
ROK C 0.27% 0.05% 0.05%
ROST D 0.38% 0.06% 0.06%
RPM A 0.14% 0.03% 0.03%
RPRX D 0.08% 0.02% 0.02%
RRC B 0.07% 0.01% 0.01%
RRX B 0.09% 0.03% 0.03%
RS B 0.15% 0.05% 0.05%
RVTY F 0.11% 0.03% 0.03%
RYN D 0.04% 0.01% 0.01%
SAIA B 0.11% 0.01% 0.01%
SAIC F 0.05% 0.02% 0.02%
SBAC D 0.2% 0.02% 0.02%
SCI B 0.1% 0.03% 0.03%
SEE C 0.04% 0.02% 0.02%
SEIC B 0.07% 0.01% 0.01%
SF B 0.09% 0.03% 0.03%
SITE F 0.05% 0.01% 0.01%
SJM D 0.09% 0.05% 0.05%
SKX D 0.07% 0.02% 0.02%
SLGN A 0.04% 0.02% 0.02%
SLM A 0.04% 0.02% 0.02%
SMCI F 0.08% 0.0% 0.0%
SMG C 0.03% 0.02% 0.02%
SNA A 0.15% 0.04% 0.04%
SNV C 0.07% 0.04% 0.04%
SNX D 0.07% 0.04% 0.04%
SOFI B 0.12% 0.02% 0.02%
SOLV D 0.08% 0.05% 0.05%
SON F 0.04% 0.02% 0.02%
SPB C 0.02% 0.01% 0.01%
SPG A 0.48% 0.12% 0.12%
SQ A 0.39% 0.07% 0.07%
SSNC B 0.13% 0.04% 0.04%
ST F 0.04% 0.02% 0.02%
STAG D 0.05% 0.01% 0.01%
STE D 0.18% 0.03% 0.03%
STLD B 0.17% 0.07% 0.07%
STT B 0.24% 0.16% 0.16%
STWD C 0.05% 0.04% 0.04%
SUI C 0.13% 0.04% 0.04%
SWK D 0.11% 0.07% 0.07%
SWKS F 0.11% 0.03% 0.03%
SYF B 0.21% 0.23% 0.21%
SYY D 0.31% 0.14% 0.14%
TAP C 0.09% 0.05% 0.05%
TDY B 0.18% 0.04% 0.04%
TER F 0.13% 0.02% 0.02%
TFX F 0.08% 0.01% 0.01%
THC D 0.12% 0.12% 0.12%
THG A 0.05% 0.02% 0.02%
THO B 0.05% 0.03% 0.03%
TKR D 0.04% 0.02% 0.02%
TNL A 0.03% 0.02% 0.02%
TOL B 0.13% 0.05% 0.05%
TPR B 0.11% 0.04% 0.04%
TPX B 0.08% 0.01% 0.01%
TRGP A 0.35% 0.1% 0.1%
TRMB B 0.14% 0.03% 0.03%
TROW B 0.21% 0.09% 0.09%
TRU D 0.15% 0.03% 0.03%
TSCO D 0.24% 0.05% 0.05%
TSN B 0.15% 0.15% 0.15%
TTC C 0.07% 0.01% 0.01%
TTWO A 0.25% 0.04% 0.04%
TWLO A 0.14% 0.05% 0.05%
TXRH B 0.11% 0.02% 0.02%
TXT D 0.13% 0.04% 0.04%
TYL B 0.21% 0.02% 0.02%
UA C 0.01% 0.01% 0.01%
UAA C 0.02% 0.01% 0.01%
UAL A 0.25% 0.06% 0.06%
UDR B 0.12% 0.04% 0.04%
UGI C 0.04% 0.05% 0.04%
UHAL D 0.05% 0.02% 0.02%
UHAL D 0.05% 0.0% 0.0%
UHAL D 0.0% 0.02% 0.0%
UHAL D 0.0% 0.0% 0.0%
UHS D 0.1% 0.05% 0.05%
ULTA F 0.14% 0.02% 0.02%
UNM A 0.1% 0.08% 0.08%
URI C 0.46% 0.11% 0.11%
USFD A 0.12% 0.09% 0.09%
UTHR C 0.13% 0.04% 0.04%
VAC C 0.03% 0.02% 0.02%
VEEV C 0.26% 0.02% 0.02%
VFC C 0.06% 0.07% 0.06%
VICI C 0.27% 0.07% 0.07%
VLTO C 0.21% 0.02% 0.02%
VMC B 0.3% 0.04% 0.04%
VMI B 0.06% 0.02% 0.02%
VNO C 0.06% 0.06% 0.06%
VNT C 0.05% 0.01% 0.01%
VOYA B 0.07% 0.03% 0.03%
VRSK A 0.33% 0.03% 0.03%
VRT B 0.36% 0.02% 0.02%
VST A 0.4% 0.15% 0.15%
VSTS C 0.02% 0.01% 0.01%
VTR B 0.21% 0.11% 0.11%
VTRS A 0.13% 0.09% 0.09%
W D 0.03% 0.01% 0.01%
WAB B 0.28% 0.06% 0.06%
WAL B 0.08% 0.03% 0.03%
WAT C 0.17% 0.02% 0.02%
WBA F 0.05% 0.11% 0.05%
WBD B 0.18% 0.16% 0.16%
WBS A 0.09% 0.04% 0.04%
WCC B 0.07% 0.06% 0.06%
WDC D 0.17% 0.1% 0.1%
WEC A 0.26% 0.11% 0.11%
WEX D 0.06% 0.01% 0.01%
WH B 0.06% 0.01% 0.01%
WHR B 0.05% 0.06% 0.05%
WLK D 0.03% 0.01% 0.01%
WMB A 0.57% 0.24% 0.24%
WPC C 0.1% 0.04% 0.04%
WRB A 0.15% 0.04% 0.04%
WSC F 0.05% 0.01% 0.01%
WSM C 0.14% 0.03% 0.03%
WSO A 0.15% 0.03% 0.03%
WST C 0.19% 0.01% 0.01%
WTFC A 0.07% 0.03% 0.03%
WTRG B 0.08% 0.03% 0.03%
WTW B 0.26% 0.07% 0.07%
WU F 0.02% 0.03% 0.02%
WWD C 0.08% 0.01% 0.01%
WY F 0.19% 0.09% 0.09%
WYNN C 0.08% 0.01% 0.01%
X B 0.07% 0.05% 0.05%
XEL A 0.32% 0.15% 0.15%
XPO B 0.14% 0.02% 0.02%
XRAY F 0.03% 0.01% 0.01%
XYL D 0.24% 0.03% 0.03%
YUM D 0.31% 0.05% 0.05%
Z A 0.1% 0.02% 0.02%
ZBH C 0.19% 0.05% 0.05%
ZBRA B 0.16% 0.04% 0.04%
ZG A 0.03% 0.01% 0.01%
ZION B 0.07% 0.05% 0.05%
ZM C 0.18% 0.03% 0.03%
IWR Overweight 216 Positions Relative to PRF
Symbol Grade Weight
PLTR B 1.09%
APP B 0.63%
MSTR B 0.44%
FICO B 0.44%
TTD B 0.43%
KVUE A 0.38%
AXON A 0.35%
FERG B 0.33%
DDOG A 0.31%
HUBS A 0.27%
ALNY D 0.24%
SW A 0.22%
NET B 0.22%
MPWR F 0.22%
TPL A 0.21%
RBLX C 0.21%
CVNA B 0.21%
EXE A 0.18%
IBKR A 0.16%
COO D 0.16%
MDB B 0.16%
DKNG B 0.15%
TOST B 0.15%
PODD C 0.15%
ZS B 0.15%
NTRA A 0.14%
MANH D 0.14%
FWONK A 0.14%
NTNX B 0.14%
PINS F 0.14%
VRSN C 0.13%
DT D 0.13%
FIX A 0.13%
GWRE A 0.13%
DOCU B 0.13%
ROL B 0.12%
AMCR C 0.12%
PSTG D 0.12%
TW A 0.12%
AFRM A 0.11%
NBIX C 0.1%
TECH F 0.09%
CAVA B 0.09%
TTEK F 0.09%
PAYC B 0.09%
DAY B 0.09%
DUOL A 0.09%
NCLH B 0.09%
OWL A 0.09%
AAON B 0.08%
GMED A 0.08%
WMS F 0.08%
WING D 0.08%
BRBR A 0.08%
TKO A 0.08%
SRPT F 0.08%
MKTX D 0.08%
PR B 0.08%
HLI A 0.08%
CHDN B 0.08%
NLY C 0.08%
EXP B 0.08%
KNSL B 0.08%
MEDP D 0.07%
PLNT A 0.07%
CHE D 0.07%
NYT D 0.07%
GLOB B 0.07%
ITCI C 0.07%
BILL A 0.07%
PCTY C 0.07%
ROKU D 0.07%
PEN B 0.07%
RBC A 0.07%
EXAS D 0.07%
MORN B 0.07%
AWI A 0.06%
H B 0.06%
CFLT B 0.06%
SN D 0.06%
LSCC D 0.06%
ALK B 0.06%
MTSI B 0.06%
MASI B 0.06%
FRPT A 0.06%
RGEN D 0.06%
ESTC C 0.06%
GTLB B 0.06%
S B 0.06%
COKE C 0.06%
CART C 0.06%
RYAN A 0.06%
PCOR B 0.06%
TREX C 0.06%
SMAR B 0.06%
SSD F 0.06%
OLED F 0.06%
ONTO F 0.06%
ENPH F 0.06%
RITM C 0.05%
VVV D 0.05%
PATH C 0.05%
OLLI D 0.05%
BRKR D 0.05%
ETSY D 0.05%
CROX D 0.05%
WFRD D 0.05%
LAZ B 0.05%
FOUR A 0.05%
BFAM D 0.05%
DOCS C 0.05%
SIRI C 0.05%
MSA F 0.05%
BSY F 0.05%
ELF C 0.05%
DBX B 0.05%
LYFT C 0.05%
AZEK A 0.05%
HR B 0.05%
AZPN A 0.05%
PSN D 0.04%
CELH F 0.04%
LOPE C 0.04%
HCP B 0.04%
ROIV C 0.04%
WTM A 0.04%
HXL F 0.04%
INSP D 0.04%
BROS A 0.04%
VNOM A 0.04%
U C 0.04%
VKTX F 0.04%
APPF B 0.04%
CCCS B 0.04%
IONS F 0.04%
TPG A 0.04%
CRUS D 0.04%
WEN D 0.03%
AMTM D 0.03%
ZI D 0.03%
YETI D 0.03%
NCNO C 0.03%
IRDM D 0.03%
SPR D 0.03%
DNB B 0.03%
NEU D 0.03%
PEGA B 0.03%
LINE F 0.03%
RARE F 0.03%
CHH A 0.03%
GFS C 0.03%
MSGS A 0.03%
GTES A 0.03%
DLB B 0.03%
ALAB B 0.02%
RKT F 0.02%
QDEL F 0.02%
LBTYK A 0.02%
INFA D 0.02%
LBTYA F 0.02%
IPGP D 0.02%
LCID F 0.02%
SHC F 0.02%
PPC C 0.02%
ADT C 0.02%
AZTA D 0.02%
RCM A 0.02%
HAYW B 0.02%
CWEN C 0.02%
ALGM D 0.02%
MP C 0.02%
HHH B 0.02%
CXT C 0.02%
APLS F 0.02%
COTY F 0.02%
CACC D 0.02%
DV C 0.02%
FIVN C 0.02%
TDC D 0.02%
SAM C 0.02%
COLM C 0.02%
VIRT A 0.02%
ECG C 0.02%
AMED F 0.02%
RNG C 0.02%
SNRE D 0.02%
NSA C 0.02%
LLYVK A 0.02%
UWMC D 0.01%
PLTK B 0.01%
SEB F 0.01%
TFSL A 0.01%
WOLF F 0.01%
LOAR B 0.01%
CWEN C 0.01%
CNA C 0.01%
AS A 0.01%
CERT F 0.01%
PYCR B 0.01%
DDS B 0.01%
LLYVA A 0.01%
UI B 0.01%
TXG F 0.01%
SNDR B 0.01%
REYN D 0.01%
TRIP F 0.01%
DJT C 0.01%
GO C 0.01%
QS F 0.01%
FTRE D 0.01%
FWONA A 0.01%
BIRK D 0.01%
PARAA B 0.0%
SEG B 0.0%
GRAL B 0.0%
NFE D 0.0%
IWR Underweight 395 Positions Relative to PRF
Symbol Grade Weight
BRK.A B -2.34%
AAPL C -2.3%
XOM B -2.24%
JPM A -2.2%
MSFT D -1.86%
AMZN C -1.74%
BAC A -1.37%
WFC A -1.29%
VZ C -1.19%
T A -1.18%
WMT A -1.16%
CVX A -1.16%
C A -1.14%
UNH B -1.06%
GOOGL C -1.03%
META D -0.96%
JNJ C -0.92%
GOOG C -0.89%
GM C -0.79%
GS A -0.78%
CMCSA B -0.78%
PFE F -0.77%
HD B -0.73%
PG C -0.71%
PM B -0.66%
CSCO B -0.64%
MS A -0.58%
ABBV F -0.57%
COST A -0.56%
IBM C -0.53%
CVS D -0.53%
MO A -0.52%
AVGO D -0.5%
PEP F -0.48%
KO D -0.47%
RTX D -0.47%
INTC C -0.45%
MCK A -0.45%
MMM D -0.42%
BMY B -0.42%
COP C -0.42%
DIS B -0.42%
MRK D -0.41%
COF C -0.41%
DUK C -0.4%
F C -0.39%
USB A -0.38%
NEE C -0.38%
PNC B -0.37%
TSLA B -0.37%
CI D -0.37%
GILD C -0.37%
TFC A -0.36%
SO C -0.36%
MDT D -0.35%
CAT B -0.34%
TXN C -0.34%
LOW C -0.34%
LMT D -0.34%
BLK B -0.33%
TMUS B -0.33%
VLO C -0.33%
ABT B -0.32%
AMGN F -0.32%
UPS C -0.32%
ORCL A -0.32%
AIG B -0.31%
FDX B -0.31%
QCOM F -0.31%
MU D -0.31%
MPC D -0.31%
HON C -0.3%
CB C -0.3%
MCD D -0.29%
MET A -0.29%
PSX C -0.29%
TGT F -0.29%
AXP A -0.29%
LIN C -0.28%
ELV F -0.28%
EOG A -0.27%
NVDA B -0.26%
D C -0.26%
CRM B -0.25%
PGR A -0.25%
UNP C -0.25%
ACN B -0.25%
V A -0.25%
TRV B -0.24%
GE D -0.23%
FI A -0.22%
DE B -0.22%
TMO F -0.22%
NFLX A -0.21%
LLY F -0.21%
PYPL B -0.2%
AEP C -0.2%
TJX A -0.19%
SRE A -0.19%
GD D -0.18%
JCI B -0.18%
SCHW B -0.18%
ETN A -0.18%
MDLZ F -0.18%
ADI D -0.17%
NOC D -0.17%
SPGI C -0.17%
MA B -0.17%
SBUX A -0.17%
DHR F -0.16%
NEM D -0.16%
WELL A -0.16%
APD A -0.16%
EMR B -0.15%
AMD F -0.15%
AMT C -0.15%
PLD F -0.15%
HCA F -0.15%
CSX C -0.14%
KHC F -0.14%
FCX F -0.14%
ADP A -0.14%
PCAR B -0.14%
CME B -0.14%
WM B -0.13%
BDX F -0.13%
KKR A -0.13%
OXY D -0.13%
ZIM C -0.13%
CL D -0.13%
NSC B -0.13%
MMC B -0.13%
SLB C -0.13%
KMB C -0.13%
CEG C -0.13%
BX A -0.13%
BSX A -0.12%
LUMN C -0.12%
ICE C -0.12%
NKE F -0.12%
SYK B -0.12%
AMAT F -0.12%
ITW B -0.12%
PH A -0.11%
CARR C -0.11%
BA F -0.11%
ADBE C -0.11%
EQIX A -0.1%
REGN F -0.1%
BKNG A -0.1%
TT A -0.1%
GEV B -0.1%
VRTX D -0.09%
AER A -0.09%
KDP F -0.09%
SHW B -0.09%
INTU B -0.09%
JXN C -0.09%
FLEX B -0.08%
NXPI D -0.08%
ISRG A -0.08%
APH A -0.08%
STZ D -0.07%
TDG D -0.07%
STX C -0.07%
AZO C -0.07%
AON A -0.07%
MSI B -0.07%
PSA C -0.07%
LRCX F -0.07%
ECL D -0.07%
ZTS D -0.06%
MAR A -0.06%
CRBG B -0.06%
MCO B -0.06%
CTAS B -0.06%
ORLY B -0.06%
RSG A -0.06%
ROP B -0.06%
MRVL B -0.06%
HBI B -0.05%
APO B -0.05%
UBER F -0.05%
SFM A -0.05%
BAP A -0.05%
KLAC F -0.05%
TDS B -0.05%
GT C -0.04%
PBF D -0.04%
NOW A -0.04%
ABG C -0.04%
TMHC C -0.04%
SLG B -0.04%
MRNA F -0.04%
CCEP C -0.04%
BFH C -0.04%
GPI B -0.04%
ICLR D -0.03%
CMC B -0.03%
ALV C -0.03%
DASH B -0.03%
VLY B -0.03%
RIG D -0.03%
CNO B -0.03%
BECN B -0.03%
FLR B -0.03%
CPRT B -0.03%
EW C -0.03%
SANM B -0.03%
CNX A -0.03%
COOP B -0.03%
GEO B -0.03%
MTH D -0.03%
SNPS B -0.03%
CMG B -0.03%
MNST C -0.03%
ANET C -0.03%
SPOT B -0.03%
CDP C -0.02%
WDAY B -0.02%
ASGN F -0.02%
MC C -0.02%
PCH F -0.02%
HP C -0.02%
APLE B -0.02%
CATY B -0.02%
TTMI C -0.02%
DK C -0.02%
OUT A -0.02%
AIT B -0.02%
ADNT F -0.02%
ESNT F -0.02%
GHC B -0.02%
AVA A -0.02%
SFNC C -0.02%
GATX A -0.02%
HCC B -0.02%
SIG B -0.02%
NSIT F -0.02%
RUSHA C -0.02%
GMS B -0.02%
NJR A -0.02%
KRG B -0.02%
NAVI F -0.02%
HUBG A -0.02%
HLF C -0.02%
ALE A -0.02%
CBT D -0.02%
OI C -0.02%
NWE B -0.02%
FULT A -0.02%
ABCB B -0.02%
CXW C -0.02%
DY D -0.02%
PLXS B -0.02%
CHKP C -0.02%
WKC C -0.02%
GRAB A -0.02%
REZI A -0.02%
HRI C -0.02%
HOMB A -0.02%
MELI C -0.02%
UMBF B -0.02%
UNFI A -0.02%
BTU B -0.02%
TRN B -0.02%
SR A -0.02%
SLVM B -0.02%
AVNT B -0.02%
MHO D -0.02%
PNM B -0.02%
SEM B -0.02%
SCCO F -0.02%
PHIN A -0.02%
SM B -0.02%
OGS A -0.02%
FL F -0.02%
ADSK A -0.02%
BKU A -0.02%
LULU C -0.02%
BXMT C -0.02%
TCBI C -0.02%
UFPI C -0.02%
CDNS B -0.02%
GBCI B -0.02%
RDN D -0.02%
MUR D -0.02%
SBRA C -0.02%
HWC B -0.02%
BCC B -0.02%
ASB B -0.02%
DEI B -0.02%
CWK C -0.02%
BKH A -0.02%
KBH D -0.02%
POR C -0.02%
ABM B -0.02%
CADE B -0.02%
EL F -0.02%
UBSI B -0.02%
MAC B -0.02%
VSCO C -0.02%
TPH D -0.02%
MLI B -0.02%
ONB C -0.02%
SSB B -0.02%
TGNA B -0.02%
GNW A -0.02%
SWX B -0.02%
AMN F -0.01%
HELE C -0.01%
NUS D -0.01%
VSAT F -0.01%
JELD F -0.01%
OPCH D -0.01%
BGS F -0.01%
STNE F -0.01%
GTN F -0.01%
XP F -0.01%
OPEN F -0.01%
AMR C -0.01%
ODP F -0.01%
ARCB C -0.01%
SNOW B -0.01%
IGT F -0.01%
DIOD D -0.01%
TROX D -0.01%
MLKN F -0.01%
NSP F -0.01%
HPP F -0.01%
LGIH F -0.01%
CBRL C -0.01%
ATKR D -0.01%
RLJ C -0.01%
OMI F -0.01%
PDCO F -0.01%
URBN C -0.01%
ARI C -0.01%
BXC B -0.01%
VSH F -0.01%
CSTM F -0.01%
AXL C -0.01%
DRH B -0.01%
DAN D -0.01%
PMT C -0.01%
UVV B -0.01%
LXP D -0.01%
CCS D -0.01%
CABO B -0.01%
CRC A -0.01%
ASO F -0.01%
ANDE D -0.01%
TEX F -0.01%
JBGS F -0.01%
THS D -0.01%
HTZ C -0.01%
UNIT B -0.01%
FUL F -0.01%
PFSI C -0.01%
AEO F -0.01%
APAM B -0.01%
NOMD D -0.01%
RUN F -0.01%
KMT B -0.01%
PECO A -0.01%
GEF A -0.01%
LCII C -0.01%
ENS F -0.01%
XRX F -0.01%
PPBI C -0.01%
ABNB C -0.01%
UCB A -0.01%
SBH C -0.01%
ABR C -0.01%
MMS F -0.01%
SIGI C -0.01%
BCO F -0.01%
FIBK B -0.01%
ALIT C -0.01%
ARCH B -0.01%
BDN C -0.01%
AUB B -0.01%
VYX B -0.01%
GTLS A -0.01%
WERN C -0.01%
FTNT C -0.01%
RXO D -0.01%
FFBC B -0.01%
INDB B -0.01%
ESGR B -0.01%
HE C -0.01%
KNF B -0.01%
IRT A -0.01%
SEDG F -0.0%
PARR F -0.0%
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