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

$91.78

Average Daily Volume

1,432,462

Number of Holdings *

802

* 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

$41.79

Average Daily Volume

220,686

Number of Holdings *

981

* may have additional holdings in another (foreign) market
Performance
Period IWR PRF
30 Days 2.87% 1.85%
60 Days 7.10% 5.54%
90 Days 9.31% 7.05%
12 Months 31.20% 29.46%
593 Overlapping Holdings
Symbol Grade Weight in IWR Weight in PRF Overlap
A F 0.32% 0.04% 0.04%
AA C 0.09% 0.08% 0.08%
AAL B 0.07% 0.02% 0.02%
AAP C 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% 0.08% 0.07%
ACM B 0.12% 0.05% 0.05%
ADC A 0.06% 0.02% 0.02%
ADM F 0.2% 0.21% 0.2%
AEE B 0.19% 0.09% 0.09%
AES F 0.08% 0.05% 0.05%
AFG A 0.08% 0.05% 0.05%
AFL C 0.49% 0.2% 0.2%
AGCO F 0.05% 0.03% 0.03%
AGNC C 0.06% 0.02% 0.02%
AGO B 0.04% 0.02% 0.02%
AGR C 0.02% 0.02% 0.02%
AIZ A 0.09% 0.04% 0.04%
AJG A 0.52% 0.07% 0.07%
AKAM F 0.11% 0.03% 0.03%
AL B 0.04% 0.03% 0.03%
ALB C 0.1% 0.03% 0.03%
ALGN D 0.13% 0.02% 0.02%
ALL B 0.42% 0.2% 0.2%
ALLE D 0.1% 0.02% 0.02%
ALLY C 0.08% 0.08% 0.08%
ALSN B 0.08% 0.03% 0.03%
AM B 0.04% 0.01% 0.01%
AME A 0.36% 0.04% 0.04%
AMG B 0.05% 0.02% 0.02%
AMH C 0.1% 0.02% 0.02%
AMKR F 0.03% 0.01% 0.01%
AMP A 0.45% 0.1% 0.1%
AN C 0.03% 0.05% 0.03%
ANSS B 0.24% 0.02% 0.02%
AOS F 0.07% 0.02% 0.02%
APA F 0.06% 0.04% 0.04%
APG C 0.07% 0.02% 0.02%
APTV F 0.12% 0.04% 0.04%
AR B 0.07% 0.04% 0.04%
ARE F 0.16% 0.06% 0.06%
ARES B 0.25% 0.02% 0.02%
ARMK B 0.08% 0.03% 0.03%
ARW F 0.05% 0.08% 0.05%
ASH F 0.03% 0.01% 0.01%
ATI F 0.06% 0.01% 0.01%
ATO B 0.18% 0.06% 0.06%
ATR A 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% 0.04% 0.04%
AVY F 0.13% 0.03% 0.03%
AWK D 0.22% 0.05% 0.05%
AXS A 0.05% 0.03% 0.03%
AXTA A 0.07% 0.03% 0.03%
AYI A 0.08% 0.02% 0.02%
BAH C 0.19% 0.03% 0.03%
BALL D 0.15% 0.04% 0.04%
BAX F 0.14% 0.06% 0.06%
BBWI C 0.05% 0.02% 0.02%
BBY C 0.16% 0.13% 0.13%
BC D 0.05% 0.02% 0.02%
BEN C 0.05% 0.04% 0.04%
BERY D 0.06% 0.04% 0.04%
BG D 0.1% 0.1% 0.1%
BHF B 0.03% 0.03% 0.03%
BIIB F 0.2% 0.09% 0.09%
BIO C 0.06% 0.03% 0.03%
BJ B 0.1% 0.05% 0.05%
BK B 0.46% 0.27% 0.27%
BKR B 0.35% 0.12% 0.12%
BLD F 0.09% 0.02% 0.02%
BLDR C 0.17% 0.05% 0.05%
BMRN F 0.1% 0.01% 0.01%
BOKF B 0.02% 0.01% 0.01%
BPOP C 0.05% 0.03% 0.03%
BR A 0.21% 0.03% 0.03%
BRO B 0.22% 0.03% 0.03%
BRX A 0.07% 0.03% 0.03%
BURL C 0.14% 0.03% 0.03%
BWA B 0.06% 0.05% 0.05%
BWXT B 0.09% 0.01% 0.01%
BXP D 0.11% 0.06% 0.06%
BYD A 0.04% 0.01% 0.01%
CACI C 0.1% 0.04% 0.04%
CAG F 0.11% 0.07% 0.07%
CAH B 0.24% 0.28% 0.24%
CAR C 0.01% 0.02% 0.01%
CASY B 0.12% 0.04% 0.04%
CBOE D 0.17% 0.02% 0.02%
CBRE B 0.34% 0.12% 0.12%
CBSH A 0.07% 0.02% 0.02%
CC C 0.02% 0.02% 0.02%
CCI F 0.37% 0.12% 0.12%
CCK D 0.09% 0.04% 0.04%
CCL B 0.19% 0.07% 0.07%
CDW F 0.22% 0.04% 0.04%
CE F 0.08% 0.03% 0.03%
CF B 0.12% 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 C 0.06% 0.01% 0.01%
CHD A 0.21% 0.03% 0.03%
CHRD D 0.07% 0.02% 0.02%
CHRW A 0.1% 0.07% 0.07%
CHTR B 0.3% 0.25% 0.25%
CIEN B 0.08% 0.02% 0.02%
CINF A 0.18% 0.08% 0.08%
CIVI D 0.04% 0.01% 0.01%
CLF F 0.05% 0.03% 0.03%
CLH B 0.11% 0.02% 0.02%
CLVT F 0.02% 0.01% 0.01%
CLX A 0.17% 0.05% 0.05%
CMA A 0.07% 0.06% 0.06%
CMI A 0.39% 0.15% 0.15%
CMS D 0.16% 0.07% 0.07%
CNC F 0.26% 0.23% 0.23%
CNH D 0.08% 0.06% 0.06%
CNM D 0.07% 0.01% 0.01%
CNP B 0.16% 0.07% 0.07%
CNXC F 0.02% 0.01% 0.01%
COHR C 0.12% 0.04% 0.04%
COIN B 0.43% 0.02% 0.02%
COLB A 0.05% 0.02% 0.02%
COLD F 0.05% 0.02% 0.02%
COR B 0.33% 0.26% 0.26%
CPAY A 0.2% 0.03% 0.03%
CPB F 0.07% 0.03% 0.03%
CPNG B 0.23% 0.03% 0.03%
CPRI F 0.02% 0.01% 0.01%
CPT C 0.1% 0.04% 0.04%
CR B 0.07% 0.02% 0.02%
CRI D 0.01% 0.01% 0.01%
CRL C 0.09% 0.02% 0.02%
CSGP F 0.25% 0.02% 0.02%
CSL B 0.17% 0.03% 0.03%
CTLT D 0.09% 0.03% 0.03%
CTRA B 0.15% 0.07% 0.07%
CTSH A 0.32% 0.1% 0.1%
CTVA C 0.33% 0.1% 0.1%
CUBE D 0.09% 0.02% 0.02%
CUZ B 0.04% 0.03% 0.03%
CW C 0.12% 0.02% 0.02%
CZR F 0.07% 0.03% 0.03%
DAL A 0.32% 0.04% 0.04%
DAR B 0.05% 0.03% 0.03%
DCI A 0.08% 0.02% 0.02%
DD D 0.29% 0.17% 0.17%
DECK B 0.22% 0.02% 0.02%
DFS B 0.35% 0.2% 0.2%
DG F 0.14% 0.06% 0.06%
DGX B 0.14% 0.07% 0.07%
DHI D 0.41% 0.12% 0.12%
DINO D 0.05% 0.04% 0.04%
DKS D 0.09% 0.03% 0.03%
DLR C 0.48% 0.13% 0.13%
DLTR F 0.1% 0.04% 0.04%
DOC C 0.13% 0.07% 0.07%
DOV A 0.22% 0.05% 0.05%
DOW F 0.26% 0.2% 0.2%
DOX C 0.09% 0.03% 0.03%
DPZ C 0.13% 0.02% 0.02%
DRI B 0.16% 0.05% 0.05%
DTE D 0.2% 0.1% 0.1%
DTM A 0.08% 0.03% 0.03%
DVA C 0.06% 0.04% 0.04%
DVN F 0.2% 0.1% 0.1%
DXC B 0.03% 0.05% 0.03%
DXCM C 0.23% 0.01% 0.01%
EA A 0.34% 0.04% 0.04%
EBAY C 0.25% 0.09% 0.09%
ED D 0.28% 0.15% 0.15%
EEFT C 0.04% 0.01% 0.01%
EFX F 0.27% 0.03% 0.03%
EG D 0.13% 0.05% 0.05%
EGP D 0.07% 0.01% 0.01%
EHC B 0.08% 0.02% 0.02%
EIX C 0.26% 0.14% 0.14%
ELAN C 0.06% 0.03% 0.03%
ELS B 0.11% 0.02% 0.02%
EME B 0.19% 0.04% 0.04%
EMN D 0.1% 0.06% 0.06%
ENOV C 0.02% 0.01% 0.01%
ENTG F 0.13% 0.01% 0.01%
EPAM B 0.1% 0.01% 0.01%
EPR D 0.03% 0.02% 0.02%
EQH B 0.12% 0.06% 0.06%
EQR C 0.23% 0.08% 0.08%
EQT B 0.2% 0.06% 0.06%
ES D 0.17% 0.1% 0.1%
ESAB B 0.06% 0.02% 0.02%
ESI B 0.05% 0.01% 0.01%
ESS C 0.16% 0.05% 0.05%
ETR B 0.26% 0.15% 0.15%
EVR B 0.09% 0.03% 0.03%
EVRG A 0.11% 0.07% 0.07%
EWBC B 0.11% 0.04% 0.04%
EXC C 0.31% 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 D 0.28% 0.04% 0.04%
FAF C 0.05% 0.04% 0.04%
FANG C 0.28% 0.08% 0.08%
FAST B 0.39% 0.06% 0.06%
FBIN F 0.08% 0.02% 0.02%
FCN F 0.06% 0.01% 0.01%
FCNCA B 0.21% 0.03% 0.03%
FDS A 0.15% 0.01% 0.01%
FE D 0.19% 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 B 0.4% 0.15% 0.15%
FITB A 0.26% 0.14% 0.14%
FIVE F 0.04% 0.01% 0.01%
FLO F 0.03% 0.02% 0.02%
FLS B 0.06% 0.02% 0.02%
FMC F 0.06% 0.04% 0.04%
FNB B 0.05% 0.03% 0.03%
FND F 0.09% 0.01% 0.01%
FNF C 0.12% 0.06% 0.06%
FOX A 0.04% 0.03% 0.03%
FOXA A 0.08% 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 B 0.1% 0.02% 0.02%
FTV C 0.21% 0.03% 0.03%
FYBR D 0.07% 0.06% 0.06%
G B 0.07% 0.02% 0.02%
GAP B 0.04% 0.03% 0.03%
GDDY B 0.2% 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 F 0.3% 0.13% 0.13%
GL B 0.08% 0.03% 0.03%
GLPI D 0.11% 0.03% 0.03%
GLW B 0.3% 0.13% 0.13%
GME C 0.08% 0.02% 0.02%
GNRC B 0.09% 0.03% 0.03%
GNTX C 0.06% 0.01% 0.01%
GPC D 0.14% 0.05% 0.05%
GPK D 0.07% 0.03% 0.03%
GPN B 0.23% 0.06% 0.06%
GRMN A 0.27% 0.06% 0.06%
GWW B 0.42% 0.06% 0.06%
GXO B 0.06% 0.03% 0.03%
HAL C 0.21% 0.06% 0.06%
HAS D 0.07% 0.04% 0.04%
HBAN A 0.2% 0.12% 0.12%
HEI A 0.09% 0.01% 0.01%
HEI A 0.09% 0.01% 0.01%
HEI A 0.13% 0.01% 0.01%
HEI A 0.13% 0.01% 0.01%
HES B 0.32% 0.05% 0.05%
HIG C 0.28% 0.14% 0.14%
HII F 0.07% 0.02% 0.02%
HIW D 0.03% 0.02% 0.02%
HLT A 0.49% 0.03% 0.03%
HOG D 0.03% 0.02% 0.02%
HOLX D 0.15% 0.04% 0.04%
HOOD B 0.16% 0.03% 0.03%
HPE B 0.23% 0.19% 0.19%
HPQ B 0.29% 0.19% 0.19%
HRB D 0.07% 0.03% 0.03%
HRL F 0.07% 0.03% 0.03%
HSIC F 0.07% 0.03% 0.03%
HST D 0.1% 0.04% 0.04%
HSY F 0.21% 0.04% 0.04%
HUBB C 0.2% 0.03% 0.03%
HUM D 0.28% 0.14% 0.14%
HUN F 0.03% 0.03% 0.03%
HWM B 0.37% 0.05% 0.05%
IAC F 0.03% 0.02% 0.02%
IDA A 0.05% 0.02% 0.02%
IDXX F 0.29% 0.01% 0.01%
IEX B 0.14% 0.02% 0.02%
IFF F 0.19% 0.08% 0.08%
ILMN C 0.19% 0.03% 0.03%
INCY B 0.11% 0.02% 0.02%
INGR B 0.08% 0.04% 0.04%
INVH D 0.17% 0.05% 0.05%
IP B 0.16% 0.16% 0.16%
IPG F 0.09% 0.05% 0.05%
IQV F 0.32% 0.06% 0.06%
IR A 0.34% 0.03% 0.03%
IRM D 0.28% 0.09% 0.09%
IT B 0.33% 0.02% 0.02%
ITT A 0.1% 0.02% 0.02%
IVZ B 0.05% 0.06% 0.05%
J D 0.15% 0.04% 0.04%
JAZZ B 0.06% 0.02% 0.02%
JBHT C 0.13% 0.03% 0.03%
JBL C 0.12% 0.06% 0.06%
JEF B 0.1% 0.07% 0.07%
JHG A 0.05% 0.03% 0.03%
JKHY C 0.11% 0.02% 0.02%
JLL C 0.1% 0.06% 0.06%
JNPR D 0.1% 0.03% 0.03%
JWN B 0.02% 0.03% 0.02%
K A 0.17% 0.08% 0.08%
KBR D 0.08% 0.02% 0.02%
KD A 0.05% 0.05% 0.05%
KEX A 0.06% 0.02% 0.02%
KEY B 0.14% 0.11% 0.11%
KEYS C 0.23% 0.03% 0.03%
KIM A 0.13% 0.05% 0.05%
KMI B 0.42% 0.3% 0.3%
KMPR A 0.03% 0.02% 0.02%
KMX B 0.1% 0.08% 0.08%
KNX C 0.08% 0.03% 0.03%
KR A 0.32% 0.31% 0.31%
KRC C 0.04% 0.03% 0.03%
KSS D 0.02% 0.04% 0.02%
L A 0.12% 0.06% 0.06%
LAD B 0.08% 0.06% 0.06%
LAMR D 0.09% 0.03% 0.03%
LBRDA C 0.01% 0.0% 0.0%
LBRDK C 0.09% 0.03% 0.03%
LDOS C 0.22% 0.07% 0.07%
LEA F 0.04% 0.04% 0.04%
LECO C 0.1% 0.01% 0.01%
LEG F 0.01% 0.01% 0.01%
LEN D 0.01% 0.12% 0.01%
LEN D 0.33% 0.12% 0.12%
LEN D 0.33% 0.01% 0.01%
LEN D 0.01% 0.01% 0.01%
LFUS D 0.05% 0.01% 0.01%
LH B 0.17% 0.06% 0.06%
LHX B 0.4% 0.12% 0.12%
LII B 0.16% 0.02% 0.02%
LITE B 0.05% 0.02% 0.02%
LKQ C 0.08% 0.04% 0.04%
LNC B 0.04% 0.07% 0.04%
LNG B 0.38% 0.06% 0.06%
LNT C 0.12% 0.05% 0.05%
LNW F 0.08% 0.02% 0.02%
LPLA A 0.19% 0.03% 0.03%
LPX A 0.06% 0.02% 0.02%
LSTR B 0.06% 0.02% 0.02%
LUV B 0.15% 0.02% 0.02%
LVS C 0.14% 0.04% 0.04%
LW B 0.09% 0.02% 0.02%
LYB F 0.18% 0.15% 0.15%
LYV A 0.16% 0.02% 0.02%
M C 0.03% 0.05% 0.03%
MAA C 0.15% 0.05% 0.05%
MAN F 0.02% 0.03% 0.02%
MAS D 0.14% 0.03% 0.03%
MAT C 0.05% 0.02% 0.02%
MCHP F 0.31% 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 D 0.06% 0.02% 0.02%
MKC D 0.16% 0.04% 0.04%
MKL A 0.17% 0.08% 0.08%
MKSI C 0.06% 0.02% 0.02%
MLM B 0.31% 0.04% 0.04%
MOH F 0.15% 0.05% 0.05%
MOS D 0.07% 0.06% 0.06%
MPW F 0.02% 0.05% 0.02%
MRO B 0.13% 0.07% 0.07%
MSCI B 0.37% 0.02% 0.02%
MSM C 0.03% 0.02% 0.02%
MTB A 0.28% 0.15% 0.15%
MTCH F 0.06% 0.01% 0.01%
MTD F 0.22% 0.02% 0.02%
MTDR B 0.05% 0.01% 0.01%
MTG C 0.05% 0.02% 0.02%
MTN C 0.05% 0.01% 0.01%
MTZ B 0.07% 0.05% 0.05%
MUSA B 0.08% 0.03% 0.03%
NDAQ B 0.26% 0.03% 0.03%
NDSN B 0.12% 0.02% 0.02%
NFG D 0.04% 0.02% 0.02%
NI A 0.13% 0.06% 0.06%
NNN F 0.06% 0.02% 0.02%
NOV C 0.05% 0.02% 0.02%
NRG C 0.16% 0.11% 0.11%
NTAP D 0.21% 0.06% 0.06%
NTRS A 0.17% 0.1% 0.1%
NUE D 0.31% 0.13% 0.13%
NVR D 0.22% 0.05% 0.05%
NVST C 0.03% 0.02% 0.02%
NVT C 0.1% 0.02% 0.02%
NWL B 0.03% 0.04% 0.03%
NWS B 0.03% 0.01% 0.01%
NWSA B 0.09% 0.03% 0.03%
NXST C 0.04% 0.03% 0.03%
O D 0.41% 0.1% 0.1%
OC A 0.13% 0.05% 0.05%
ODFL B 0.36% 0.03% 0.03%
OGE B 0.07% 0.04% 0.04%
OGN F 0.03% 0.03% 0.03%
OHI C 0.08% 0.03% 0.03%
OKE A 0.51% 0.17% 0.17%
OKTA C 0.1% 0.01% 0.01%
OLN F 0.04% 0.03% 0.03%
OMC A 0.16% 0.08% 0.08%
OMF A 0.05% 0.05% 0.05%
ON F 0.24% 0.04% 0.04%
ORI A 0.07% 0.06% 0.06%
OSK B 0.06% 0.03% 0.03%
OTIS D 0.33% 0.06% 0.06%
OVV C 0.09% 0.04% 0.04%
OZK B 0.04% 0.02% 0.02%
PAG B 0.02% 0.02% 0.02%
PARA B 0.05% 0.12% 0.05%
PAYX B 0.39% 0.07% 0.07%
PB B 0.06% 0.03% 0.03%
PCG A 0.36% 0.11% 0.11%
PEG C 0.35% 0.15% 0.15%
PENN B 0.03% 0.03% 0.03%
PFG C 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% 0.02% 0.02%
PKG B 0.17% 0.06% 0.06%
PNFP B 0.07% 0.03% 0.03%
PNR A 0.14% 0.03% 0.03%
PNW A 0.08% 0.06% 0.06%
POOL D 0.11% 0.02% 0.02%
POST D 0.04% 0.02% 0.02%
PPG F 0.24% 0.07% 0.07%
PPL A 0.2% 0.13% 0.13%
PRGO C 0.03% 0.02% 0.02%
PRI B 0.08% 0.02% 0.02%
PRU B 0.35% 0.23% 0.23%
PTC B 0.19% 0.01% 0.01%
PVH C 0.05% 0.02% 0.02%
PWR B 0.39% 0.06% 0.06%
QRVO F 0.05% 0.02% 0.02%
R B 0.06% 0.06% 0.06%
RCL A 0.43% 0.05% 0.05%
REG A 0.11% 0.04% 0.04%
REXR F 0.08% 0.01% 0.01%
RF A 0.19% 0.12% 0.12%
RGA A 0.12% 0.06% 0.06%
RGLD C 0.08% 0.02% 0.02%
RH C 0.04% 0.02% 0.02%
RHI B 0.06% 0.02% 0.02%
RIVN F 0.07% 0.02% 0.02%
RJF A 0.24% 0.06% 0.06%
RL B 0.07% 0.02% 0.02%
RLI A 0.06% 0.01% 0.01%
RMD C 0.3% 0.04% 0.04%
RNR D 0.11% 0.02% 0.02%
ROK B 0.25% 0.05% 0.05%
ROST D 0.38% 0.06% 0.06%
RPM A 0.14% 0.03% 0.03%
RPRX F 0.08% 0.02% 0.02%
RRC B 0.06% 0.01% 0.01%
RRX B 0.09% 0.03% 0.03%
RS C 0.15% 0.05% 0.05%
RVTY C 0.12% 0.03% 0.03%
RYN F 0.04% 0.01% 0.01%
SAIA B 0.12% 0.01% 0.01%
SAIC D 0.06% 0.02% 0.02%
SBAC D 0.19% 0.02% 0.02%
SCI B 0.1% 0.03% 0.03%
SEE C 0.04% 0.02% 0.02%
SEIC A 0.06% 0.01% 0.01%
SF A 0.09% 0.03% 0.03%
SITE D 0.05% 0.01% 0.01%
SJM F 0.1% 0.05% 0.05%
SKX F 0.07% 0.02% 0.02%
SLGN B 0.04% 0.02% 0.02%
SLM A 0.04% 0.02% 0.02%
SMCI F 0.1% 0.0% 0.0%
SMG D 0.02% 0.02% 0.02%
SNA A 0.15% 0.04% 0.04%
SNV B 0.07% 0.04% 0.04%
SNX C 0.08% 0.04% 0.04%
SOFI B 0.11% 0.02% 0.02%
SOLV C 0.08% 0.06% 0.06%
SON F 0.04% 0.02% 0.02%
SPB A 0.02% 0.01% 0.01%
SPG A 0.47% 0.12% 0.12%
SQ B 0.34% 0.06% 0.06%
SSNC C 0.13% 0.04% 0.04%
ST F 0.04% 0.02% 0.02%
STAG D 0.05% 0.01% 0.01%
STE D 0.17% 0.03% 0.03%
STLD C 0.18% 0.08% 0.08%
STT B 0.23% 0.16% 0.16%
STWD C 0.05% 0.04% 0.04%
SUI F 0.13% 0.04% 0.04%
SWK F 0.11% 0.07% 0.07%
SWKS F 0.12% 0.04% 0.04%
SYF B 0.2% 0.22% 0.2%
SYY D 0.31% 0.14% 0.14%
TAP B 0.08% 0.05% 0.05%
TDY B 0.18% 0.04% 0.04%
TER F 0.14% 0.02% 0.02%
TFX F 0.08% 0.02% 0.02%
THC B 0.13% 0.13% 0.13%
THG A 0.05% 0.02% 0.02%
THO B 0.05% 0.03% 0.03%
TKR F 0.04% 0.02% 0.02%
TNL A 0.03% 0.02% 0.02%
TOL B 0.13% 0.05% 0.05%
TPR A 0.1% 0.03% 0.03%
TPX B 0.07% 0.01% 0.01%
TRGP B 0.34% 0.1% 0.1%
TRMB B 0.14% 0.03% 0.03%
TROW A 0.21% 0.09% 0.09%
TRU D 0.17% 0.03% 0.03%
TSCO D 0.25% 0.05% 0.05%
TSN B 0.14% 0.14% 0.14%
TTC F 0.07% 0.02% 0.02%
TTWO A 0.25% 0.04% 0.04%
TWLO B 0.13% 0.04% 0.04%
TXRH A 0.11% 0.02% 0.02%
TXT D 0.13% 0.04% 0.04%
TYL B 0.21% 0.02% 0.02%
UA B 0.01% 0.01% 0.01%
UAA B 0.01% 0.01% 0.01%
UAL A 0.23% 0.06% 0.06%
UDR C 0.12% 0.04% 0.04%
UGI D 0.04% 0.05% 0.04%
UHAL D 0.0% 0.0% 0.0%
UHAL D 0.05% 0.02% 0.02%
UHAL D 0.05% 0.0% 0.0%
UHAL D 0.0% 0.02% 0.0%
UHS D 0.1% 0.05% 0.05%
ULTA C 0.15% 0.02% 0.02%
UNM A 0.09% 0.08% 0.08%
URI B 0.47% 0.11% 0.11%
USFD B 0.12% 0.09% 0.09%
UTHR B 0.15% 0.04% 0.04%
VAC B 0.03% 0.02% 0.02%
VEEV B 0.28% 0.01% 0.01%
VFC C 0.06% 0.07% 0.06%
VICI D 0.27% 0.07% 0.07%
VLTO D 0.21% 0.02% 0.02%
VMC B 0.31% 0.05% 0.05%
VMI B 0.06% 0.02% 0.02%
VNO C 0.07% 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 B 0.4% 0.14% 0.14%
VSTS D 0.02% 0.01% 0.01%
VTR C 0.21% 0.11% 0.11%
VTRS B 0.12% 0.1% 0.1%
W F 0.03% 0.01% 0.01%
WAB B 0.28% 0.06% 0.06%
WAL B 0.08% 0.03% 0.03%
WAT B 0.18% 0.02% 0.02%
WBA D 0.05% 0.12% 0.05%
WBD B 0.18% 0.15% 0.15%
WBS A 0.08% 0.03% 0.03%
WCC B 0.07% 0.06% 0.06%
WDC D 0.18% 0.11% 0.11%
WEC B 0.25% 0.11% 0.11%
WEX D 0.06% 0.01% 0.01%
WH A 0.06% 0.01% 0.01%
WHR B 0.05% 0.06% 0.05%
WLK F 0.04% 0.01% 0.01%
WMB B 0.56% 0.23% 0.23%
WPC F 0.1% 0.04% 0.04%
WRB B 0.14% 0.04% 0.04%
WSC F 0.06% 0.01% 0.01%
WSM F 0.13% 0.03% 0.03%
WSO B 0.15% 0.03% 0.03%
WST B 0.19% 0.01% 0.01%
WTFC B 0.07% 0.03% 0.03%
WTRG C 0.08% 0.03% 0.03%
WTW A 0.26% 0.07% 0.07%
WU F 0.02% 0.03% 0.02%
WWD B 0.09% 0.02% 0.02%
WY F 0.19% 0.09% 0.09%
WYNN C 0.07% 0.01% 0.01%
X D 0.07% 0.06% 0.06%
XEL A 0.3% 0.14% 0.14%
XPO B 0.14% 0.02% 0.02%
XRAY F 0.03% 0.01% 0.01%
XYL F 0.24% 0.03% 0.03%
YUM B 0.31% 0.05% 0.05%
Z B 0.09% 0.02% 0.02%
ZBH C 0.18% 0.05% 0.05%
ZBRA B 0.17% 0.04% 0.04%
ZG B 0.03% 0.01% 0.01%
ZION B 0.07% 0.05% 0.05%
ZM B 0.17% 0.03% 0.03%
IWR Overweight 215 Positions Relative to PRF
Symbol Grade Weight
PLTR B 0.95%
APP B 0.62%
TTD B 0.45%
FICO B 0.45%
KVUE A 0.37%
AXON B 0.35%
FERG B 0.34%
MSTR B 0.34%
DDOG B 0.3%
MPWR F 0.29%
ALNY D 0.28%
HUBS B 0.26%
RBLX B 0.22%
SW B 0.22%
NET B 0.22%
TPL B 0.21%
CVNA B 0.21%
MDB C 0.17%
EXE A 0.17%
COO D 0.16%
ZS B 0.15%
IBKR A 0.15%
DKNG B 0.15%
PODD B 0.15%
TOST A 0.14%
FWONK A 0.14%
NTNX B 0.14%
MANH C 0.14%
PINS F 0.14%
VRSN C 0.13%
DT C 0.13%
GWRE A 0.13%
DOCU B 0.13%
PSTG D 0.13%
FIX B 0.13%
AMCR D 0.12%
NTRA B 0.12%
TW B 0.12%
ROL C 0.11%
TECH D 0.1%
DUOL A 0.1%
DAY B 0.1%
TTEK F 0.1%
NBIX C 0.1%
AFRM B 0.09%
SRPT F 0.09%
CAVA C 0.09%
OWL B 0.09%
PAYC B 0.09%
NCLH B 0.09%
MORN B 0.08%
PCTY B 0.08%
ROKU C 0.08%
EXAS F 0.08%
ITCI B 0.08%
AAON B 0.08%
TKO D 0.08%
WMS F 0.08%
GLOB B 0.08%
PR C 0.08%
HLI B 0.08%
NLY C 0.08%
WING D 0.08%
KNSL C 0.08%
MKTX C 0.08%
CHDN B 0.08%
EXP B 0.08%
SSD F 0.07%
CART C 0.07%
PLNT A 0.07%
CHE D 0.07%
OLED F 0.07%
ONTO F 0.07%
PEN C 0.07%
ENPH F 0.07%
NYT C 0.07%
RBC B 0.07%
GMED B 0.07%
BRBR A 0.07%
MEDP D 0.07%
AZEK B 0.06%
H B 0.06%
MASI B 0.06%
SN C 0.06%
ESTC C 0.06%
DOCS B 0.06%
GTLB B 0.06%
VKTX F 0.06%
FRPT B 0.06%
RYAN B 0.06%
COKE C 0.06%
LSCC D 0.06%
PCOR B 0.06%
SMAR A 0.06%
S B 0.06%
MTSI B 0.06%
RGEN C 0.06%
TREX C 0.06%
BILL B 0.06%
VVV B 0.05%
CRUS F 0.05%
INSP F 0.05%
PATH C 0.05%
OLLI C 0.05%
CROX F 0.05%
U F 0.05%
IONS F 0.05%
ETSY D 0.05%
FOUR B 0.05%
BRKR F 0.05%
WFRD F 0.05%
SIRI C 0.05%
LAZ C 0.05%
MSA D 0.05%
ALK A 0.05%
LYFT B 0.05%
ELF C 0.05%
DBX B 0.05%
CFLT B 0.05%
AZPN A 0.05%
AWI B 0.05%
BFAM F 0.05%
HR C 0.05%
BSY F 0.05%
GFS C 0.04%
DLB D 0.04%
RARE F 0.04%
WTM A 0.04%
HCP A 0.04%
HXL F 0.04%
LOPE B 0.04%
ROIV D 0.04%
CELH F 0.04%
PSN C 0.04%
BROS B 0.04%
CCCS B 0.04%
APPF B 0.04%
RITM C 0.04%
VNOM C 0.04%
TPG B 0.04%
AMED F 0.03%
RNG C 0.03%
APLS F 0.03%
ECG D 0.03%
YETI D 0.03%
LBTYA F 0.03%
LBTYK F 0.03%
WEN C 0.03%
IRDM B 0.03%
NCNO B 0.03%
SPR F 0.03%
DNB B 0.03%
ZI C 0.03%
NEU C 0.03%
PEGA B 0.03%
CHH B 0.03%
LINE F 0.03%
AMTM D 0.03%
MSGS B 0.03%
GTES B 0.03%
FTRE D 0.02%
ALAB C 0.02%
RKT F 0.02%
LCID F 0.02%
RCM B 0.02%
HAYW B 0.02%
PPC C 0.02%
ADT C 0.02%
IPGP C 0.02%
CWEN D 0.02%
QDEL F 0.02%
AZTA F 0.02%
SHC D 0.02%
MP C 0.02%
HHH B 0.02%
ALGM F 0.02%
FIVN C 0.02%
SAM B 0.02%
COTY D 0.02%
CXT F 0.02%
VIRT B 0.02%
CACC D 0.02%
DV C 0.02%
COLM B 0.02%
LLYVK B 0.02%
TDC F 0.02%
NSA D 0.02%
UWMC F 0.01%
SEB F 0.01%
TFSL A 0.01%
CWEN D 0.01%
LOAR C 0.01%
CNA C 0.01%
AS B 0.01%
DDS B 0.01%
LLYVA B 0.01%
WOLF F 0.01%
PYCR B 0.01%
UI B 0.01%
CERT F 0.01%
SNDR B 0.01%
REYN D 0.01%
INFA F 0.01%
TXG F 0.01%
TRIP D 0.01%
GO C 0.01%
FWONA B 0.01%
QS F 0.01%
BIRK F 0.01%
DJT C 0.01%
PARAA B 0.0%
SEG F 0.0%
GRAL B 0.0%
NFE F 0.0%
PLTK B 0.0%
IWR Underweight 394 Positions Relative to PRF
Symbol Grade Weight
BRK.A B -2.3%
AAPL C -2.28%
XOM B -2.24%
JPM A -2.14%
MSFT C -1.85%
AMZN A -1.72%
BAC A -1.34%
WFC A -1.23%
VZ D -1.18%
T A -1.16%
WMT A -1.15%
C B -1.14%
CVX A -1.12%
UNH B -1.08%
GOOGL C -1.06%
META B -0.98%
JNJ D -0.94%
GOOG C -0.91%
PFE F -0.81%
CMCSA B -0.79%
GS B -0.77%
GM B -0.76%
HD B -0.71%
PG C -0.69%
ABBV F -0.67%
CSCO A -0.64%
PM B -0.64%
COST B -0.56%
MS A -0.56%
CVS F -0.55%
IBM D -0.54%
AVGO C -0.54%
MO A -0.5%
RTX D -0.48%
PEP D -0.48%
INTC C -0.47%
KO F -0.47%
MCK B -0.45%
COP C -0.42%
MMM C -0.42%
COF B -0.42%
MRK F -0.42%
GILD B -0.4%
DUK D -0.4%
BMY B -0.39%
NEE D -0.38%
DIS B -0.38%
F C -0.38%
USB B -0.37%
PNC B -0.36%
TXN B -0.36%
SO D -0.36%
CI D -0.36%
AMGN F -0.35%
TSLA B -0.35%
LMT D -0.35%
TFC B -0.35%
MDT D -0.35%
MU D -0.35%
CAT B -0.35%
LOW B -0.34%
UPS C -0.33%
QCOM F -0.33%
ABT C -0.32%
ORCL A -0.32%
TMUS A -0.32%
VLO C -0.32%
AIG B -0.31%
FDX B -0.3%
ELV F -0.3%
MPC D -0.3%
TGT C -0.29%
LIN D -0.29%
CB C -0.29%
AXP B -0.29%
HON B -0.28%
MET C -0.28%
PSX C -0.28%
MCD C -0.28%
UNP D -0.26%
NVDA A -0.26%
D D -0.26%
V A -0.25%
ACN B -0.25%
EOG A -0.25%
PGR A -0.24%
DE D -0.23%
TMO F -0.23%
GE D -0.23%
CRM B -0.23%
TRV B -0.23%
AEP D -0.21%
FI A -0.21%
LLY F -0.21%
NFLX A -0.2%
GD C -0.19%
SRE B -0.19%
PYPL A -0.19%
JCI A -0.18%
NEM F -0.18%
NOC D -0.18%
ADI D -0.18%
TJX A -0.18%
ETN B -0.18%
MDLZ F -0.18%
SPGI C -0.17%
SCHW B -0.17%
SBUX B -0.17%
MA B -0.17%
FCX F -0.16%
HCA D -0.16%
APD B -0.16%
AMD F -0.16%
DHR F -0.16%
WELL B -0.16%
EMR A -0.15%
PLD D -0.15%
AMT F -0.15%
CSX B -0.14%
PCAR B -0.14%
KHC F -0.14%
ADP A -0.14%
CEG D -0.14%
CME B -0.14%
BDX F -0.13%
KKR B -0.13%
AMAT F -0.13%
OXY F -0.13%
ZIM B -0.13%
BX A -0.13%
CL F -0.13%
SLB C -0.13%
MMC D -0.13%
KMB D -0.13%
NSC B -0.13%
BSX A -0.12%
SYK A -0.12%
ICE C -0.12%
NKE F -0.12%
BA F -0.12%
WM A -0.12%
LUMN C -0.12%
ITW B -0.12%
REGN F -0.11%
PH A -0.11%
GEV B -0.11%
ADBE C -0.11%
CARR C -0.11%
EQIX B -0.1%
TT B -0.1%
BKNG A -0.1%
JXN C -0.1%
VRTX B -0.09%
INTU A -0.09%
KDP C -0.09%
SHW A -0.09%
AER B -0.09%
ISRG A -0.08%
LRCX F -0.08%
FLEX B -0.08%
NXPI F -0.08%
APH B -0.08%
MRVL B -0.07%
MSI B -0.07%
AZO B -0.07%
TDG D -0.07%
AON B -0.07%
STX D -0.07%
PSA D -0.07%
ECL C -0.07%
ZTS D -0.06%
MCO C -0.06%
TDS C -0.06%
CTAS B -0.06%
CRBG C -0.06%
ORLY A -0.06%
RSG B -0.06%
STZ D -0.06%
ROP A -0.06%
BFH B -0.05%
BAP A -0.05%
UBER F -0.05%
SFM B -0.05%
HBI B -0.05%
MRNA F -0.05%
KLAC F -0.05%
MAR A -0.05%
NOW A -0.04%
PBF F -0.04%
ANET C -0.04%
GT C -0.04%
ABG B -0.04%
TMHC B -0.04%
CCEP C -0.04%
GPI B -0.04%
SLG C -0.04%
APO B -0.04%
DASH A -0.03%
ALV C -0.03%
TGNA B -0.03%
CMC B -0.03%
VLY B -0.03%
ICLR F -0.03%
CNO B -0.03%
RIG C -0.03%
SPOT A -0.03%
CPRT A -0.03%
BECN B -0.03%
GEO B -0.03%
CNX B -0.03%
EW F -0.03%
COOP B -0.03%
CMG B -0.03%
MNST B -0.03%
SANM C -0.03%
MTH D -0.03%
SNPS C -0.03%
FLR C -0.03%
OUT B -0.02%
CATY B -0.02%
MC B -0.02%
PCH F -0.02%
REZI A -0.02%
ADNT D -0.02%
APLE B -0.02%
AIT A -0.02%
GHC B -0.02%
KNF C -0.02%
HE F -0.02%
AVA C -0.02%
ESNT D -0.02%
CDP C -0.02%
HUBG A -0.02%
GRAB B -0.02%
SFNC B -0.02%
NJR A -0.02%
HP C -0.02%
ASGN D -0.02%
SIG B -0.02%
GATX B -0.02%
TTMI B -0.02%
GMS B -0.02%
OI C -0.02%
KRG B -0.02%
RUSHA B -0.02%
FULT B -0.02%
NWE C -0.02%
NAVI D -0.02%
DY C -0.02%
ALE A -0.02%
MELI D -0.02%
HOMB A -0.02%
ABCB B -0.02%
CHKP C -0.02%
CXW B -0.02%
SR C -0.02%
WKC C -0.02%
UMBF B -0.02%
UNFI B -0.02%
HCC C -0.02%
TRN B -0.02%
CBT C -0.02%
NSIT F -0.02%
PNM B -0.02%
HLF C -0.02%
AVNT B -0.02%
PHIN B -0.02%
SM C -0.02%
PLXS C -0.02%
OGS B -0.02%
HRI C -0.02%
SEM C -0.02%
BKU A -0.02%
LULU B -0.02%
BTU C -0.02%
MHO D -0.02%
TCBI B -0.02%
ADSK B -0.02%
SLVM C -0.02%
FL F -0.02%
CDNS B -0.02%
GBCI B -0.02%
RDN C -0.02%
UFPI B -0.02%
HWC B -0.02%
SCCO F -0.02%
MUR D -0.02%
BKH A -0.02%
BXMT D -0.02%
BCC B -0.02%
ASB B -0.02%
UBSI B -0.02%
CADE B -0.02%
SBRA C -0.02%
VSCO B -0.02%
POR D -0.02%
MAC B -0.02%
TPH C -0.02%
KBH D -0.02%
DEI B -0.02%
SWX B -0.02%
GNW B -0.02%
ABM B -0.02%
ONB B -0.02%
EL F -0.02%
CWK C -0.02%
SSB B -0.02%
MLI B -0.02%
NUS C -0.01%
HELE C -0.01%
JELD F -0.01%
OPCH F -0.01%
BGS F -0.01%
AMR C -0.01%
SNOW C -0.01%
VSAT F -0.01%
XP F -0.01%
OPEN F -0.01%
STNE F -0.01%
ARCB C -0.01%
ODP F -0.01%
IGT F -0.01%
GTN F -0.01%
AMN F -0.01%
MLKN D -0.01%
HTZ C -0.01%
CBRL C -0.01%
RLJ C -0.01%
LGIH F -0.01%
NSP F -0.01%
DIOD F -0.01%
URBN C -0.01%
TROX F -0.01%
OMI F -0.01%
HPP F -0.01%
ATKR C -0.01%
ARI C -0.01%
CABO B -0.01%
BXC B -0.01%
AXL C -0.01%
PDCO F -0.01%
UVV B -0.01%
CRC B -0.01%
DRH C -0.01%
CSTM F -0.01%
PMT D -0.01%
CCS F -0.01%
LXP D -0.01%
DAN D -0.01%
VSH F -0.01%
ANDE D -0.01%
ASO F -0.01%
PFSI D -0.01%
APAM B -0.01%
TEX D -0.01%
FUL F -0.01%
AEO F -0.01%
GEF B -0.01%
FTNT B -0.01%
PECO B -0.01%
ENS D -0.01%
SBH A -0.01%
UCB B -0.01%
KMT B -0.01%
UNIT C -0.01%
LCII D -0.01%
ALIT C -0.01%
NOMD F -0.01%
JBGS F -0.01%
PPBI B -0.01%
RUN F -0.01%
FIBK B -0.01%
THS F -0.01%
SIGI B -0.01%
ABR B -0.01%
GTLS B -0.01%
VYX B -0.01%
AUB A -0.01%
XRX F -0.01%
FFBC B -0.01%
WERN B -0.01%
ABNB C -0.01%
ARCH B -0.01%
INDB B -0.01%
WDAY B -0.01%
BDN D -0.01%
BCO F -0.01%
IRT A -0.01%
ESGR B -0.01%
DK D -0.01%
MMS F -0.01%
RXO C -0.01%
SEDG F -0.0%
PARR F -0.0%
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