IVRTX ETF

$28.79
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Sector Concentration Analysis

Top 3 Sectors
••.•%
of total portfolio
Concentration Level
••••
concentration risk
Largest Sector
••.•%
••••••••

Sector Allocation

Sector Breakdown

SectorHoldingsWeight
••••••••
7530.00%
••••••••
6520.00%
••••••••
6018.00%
••••••••
5015.00%
••••••••
4512.00%

Industry Breakdown

Top 15 industries by allocation

IVRTX ETF Sector Allocation

IVRTX sector allocation breaks down across Real Estate (96.4%), Industrials (3.0%), Financials (0.6%). Across 38 holdings, this breakdown reveals the ETF's investment focus and diversification.

IVRTX sector exposure is important for understanding concentration risk. With Real Estate at 96.4%, the fund has significant sector concentration.

IVRTX geographic allocation shows country exposure. IVRTX overlap calculator reveals how sector exposure compares with other funds.

IVRTX ETF Sector Allocation

Sector Concentration Analysis

Top 3 Sectors

100.0%

of total portfolio

Concentration Level

High

concentration risk

Largest Sector

96.4%

Real Estate

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Sector Breakdown

  • 1Real Estate
    96.42%
  • 2Industrials
    2.98%
  • 3Financials
    0.63%

Industry Breakdown (Top 15)

Specialized REITs
24.3%
9 holdings
Industrial REITs
20.2%
6 holdings
Health Care REITs
19.1%
4 holdings
Retail REITs
12.0%
4 holdings
Residential REITs
11.5%
6 holdings
Diversified REITs
5.9%
3 holdings
Diversified Support Services
3.0%
1 holding
Hotel & Resort REITs
2.1%
2 holdings
Office REITs
1.4%
2 holdings
Asset Management & Custody Banks
0.6%
1 holding