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