Model Overview
The iQ Financial Services Sector Model selects large, medium and small cap companies engaged in the operation of retail and commercial banks, insurance companies, investment trusts and other financial service providers.
CURRENT portfolio
The following stocks represent the most current Financial Services Sector Model holdings:
| %Alloc | Ticker | Name |
|---|---|---|
| 10 | RF | REGIONS FINL |
| 10 | STI | SUNTRUST BANKS |
| 10 | JPM | J P MORGAN CHASE |
| 10 | URI | UNITED RENTALS |
| 10 | AEG | AEGON N V |
| 10 | ALLY | ALLY FINANCIAL |
| 10 | DFS | DISCOVER FINL |
| 10 | AFL | AFLAC |
| 10 | KEY | KEYCORP |
| 10 | TKOMY | TOKIO MARINE HLD |
changes
Re-balanced on 8/1/2018. Next re-balance date is 11/1/2018.
| Ticker | Name | Action |
|---|---|---|
| URI | UNITED RENTALS | BUY |
| DFS | DISCOVER FINL | BUY |
| KEY | KEYCORP | BUY |
| TKOMY | TOKIO MARINE HLD | BUY |
| FITB | FIFTH THIRD BANC | SELL |
| AXP | AMER EXPRESS | SELL |
| BBT | BB+T CORP | SELL |
| ALL | ALLSTATE | SELL |