IVSS Applied Finance IVS US SMID ETF

62

NASDAQ | ETF

Price
$27.95
Increased by +0.61%
Dollar volume (20D)
119.36 K
ADR%
0.60
Technology - 18.00%Industrials - 17.37%Healthcare - 14.39%Financial Services - 13.74%Consumer Cyclicals - 10.97%Energy - 9.10%Basic Materials - 4.53%Consumer Defensive - 4.12%Real Estate - 3.84%Communication Services - 2.66%Utilities - 1.29%
Technology - 18.00%
Industrials - 17.37%
Healthcare - 14.39%
Financial Services - 13.74%
Consumer Cyclicals - 10.97%
Energy - 9.10%
Basic Materials - 4.53%
Consumer Defensive - 4.12%
Real Estate - 3.84%
Communication Services - 2.66%
Utilities - 1.29%

Under normal circumstances, the fund will invest at least 80% of its net assets in equity securities ofU. S. small to mid ("SMID") capitalization companies.

The fund is actively managed and does not seek to replicate an index.

The Adviser anticipates generally holding at least 150 different positions in the fund"s portfolio.

The fund is non-diversified.

Top 20 Holdings

Asset Name Sector Industry Weight
STRL Sterling Construction Company Inc Industrials Engineering & Construction 2.86%
RHP Ryman Hospitality Properties Inc Real Estate REIT - Hotel & Motel 2.12%
NXT Nextracker Inc. Class A Common Stock Technology Solar 2.00%
PJT PJT Partners Inc Financial Services Capital Markets 1.60%
FN Fabrinet Technology Electronic Components 1.57%
IDCC InterDigital Inc Technology Software - Application 1.52%
HQY HealthEquity Inc Healthcare Health Information Services 1.50%
BTSG BrightSpring Health Services, Inc. Common Stock Healthcare Health Information Services 1.44%
SEZL Sezzle Inc. Financial Services Credit Services 1.36%
MCY Mercury General Corporation Financial Services Insurance - Property & Casualty 1.34%
US23834J2015 DAVE INC 1.31%
OTTR Otter Tail Corporation Industrials Conglomerates 1.31%
SWX Southwest Gas Holdings Inc Utilities Utilities - Regulated Gas 1.24%
ENSG The Ensign Group Inc Healthcare Medical Care Facilities 1.22%
LNTH Lantheus Holdings Inc Healthcare Drug Manufacturers - Specialty & Generic 1.14%
SKT Tanger Factory Outlet Centers Inc Real Estate REIT - Retail 1.11%
ACIW ACI Worldwide Inc Technology Software - Infrastructure 1.09%
CDE Coeur Mining Inc Basic Materials Gold 1.05%
GTLS Chart Industries Inc Industrials Specialty Industrial Machinery 1.03%
LBRT Liberty Oilfield Services Inc Energy Oil & Gas Equipment & Services 1.01%
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