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IVKTX

ETF
IVKTX · UNKNOWN · 77 holdings

About IVKTX

No description available for this ETF.

Fund Details

Expense Ratio
Inception Date
Exchange
UNKNOWN
Currency
USD
Holdings As Of
Apr 10, 2026
Tracked Holdings
98.7%
HHI Score
155,98
Top Sector
Financial Services (23.235155%)

Concentration Risk

25,75% Balanced
Diversified Concentrated

The top 10 holdings represent 25,75% of the fund. This ETF is well diversified across its holdings, reducing single-stock risk.

Top Holdings Today

Weighted by position size
BAC
▼ -0,32%
MSFT
▼ -0,59%
WFC
▼ -0,72%
GOOGL
▼ -0,39%
CVS
▲ 0,62%
CSCO
▼ -1,14%
CVX
▼ -0,95%
STT
▲ 0,67%
C
▼ -0,42%
SRE
▼ -0,93%
Weighted avg. of top holdings ▼ -0,42%

Sector Allocation

Financial Services
23,24%
Healthcare
16,69%
Technology
11,77%
Industrials
10,51%
Communication Services
7,31%
Energy
7,14%
Consumer Cyclical
7,05%
Consumer Defensive
6,47%
Utilities
4,04%
Basic Materials
1,23%
Real Estate
0,78%
Manufacturing
0,59%

Top 10 Holdings

25,75% of fund
BAC Bank of America Corp
3,61%
MSFT Microsoft Corp
3,07%
WFC Wells Fargo & Co
2,86%
GOOGL Alphabet Inc
2,79%
CVS CVS Health Corp
2,63%
CSCO Cisco Systems Inc
2,46%
CVX Chevron Corp
2,41%
STT State Street Corp
2,13%
C Citigroup Inc
1,93%
SRE Sempra
1,86%
Other positions
2,65%

All Holdings (77)

Top 10: 25,75% of fund
# Ticker Name Weight Shares Market Value
1 BAC Bank of America Corp 3,61% 163.923 8,46 M
2 MSFT Microsoft Corp 3,07% 13.868 7,18 M
3 WFC Wells Fargo & Co 2,86% 79.861 6,69 M
4 GOOGL Alphabet Inc 2,79% 26.847 6,53 M
5 CVS CVS Health Corp 2,63% 81.603 6,15 M
6 CSCO Cisco Systems Inc 2,46% 84.052 5,75 M
7 CVX Chevron Corp 2,41% 36.330 5,64 M
8 STT State Street Corp 2,13% 42.931 4,98 M
9 C Citigroup Inc 1,93% 44.489 4,52 M
10 SRE Sempra 1,86% 48.408 4,36 M
Showing top 10 of 77 holdings · Listed: 97,35% · 2,65% in other positions

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