Retail stocks, as measured by the Retail HOLDRs (amex: RTH) are up 54% from the March bottom.
The Retail HOLDRS (RTH) has Wal-Mart (WMT), Home Depot (HD) and Amazon.com (AMZN) as its top stocks.
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Another commodity buy was the Oil Service HOLDRs, an ETF made up of 18 large-cap oilfield services companies.
Oil Services HOLDRs (OIH) have outperformed the Energy Select SPDR (XLE) since the October 3 market bottom.
Underperforming other ETFs this week is the Biotech HOLDRS ETF ( BBH), down about 1.7% this week.
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Burke also likes prospects for retailers and advises buying Retail HOLDRs (amex: RTH).
The B2B Internet HOLDRS ETF is up roughly 40% over that time period.
The tech giant is the fourth-largest holdings of the Internet Architecture HOLDRS ( IAH), at 11.11% of the total portfolio.
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Other ETF standouts this week include the Regional Bank HOLDRS ( RKH), outperforming this week with a 8.7% gain.
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If you drill into some of the HOLDRs today you would be surprised by how ridiculously some are concentrated.
The overall group, tracked by the Semiconductor HOLDRs (SMH), advanced by 4%.
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My understanding is that they dont really rebalance so if a company in the HOLDrs gets taken over, it gets removed and not replaced.
It has been a rough few weeks for the semiconductor stocks as the Semiconductor HOLDRs Trust ( SMH) is down 13% from the early-May highs.
One reason has to do with the fact that HOLDRs are static portfolios that represent industries and sectors but dont really track any established indexes.
Year-to-date, Cal Dive is up 75%--far ahead of many of its peers represented by the Oil Services HOLDRs Trust , which has advanced 45% since the beginning of 2005.
Oil Services HOLDRS ( OIH) only holds four of the companies, Cameron International, Halliburton, Transocean and Smith International, but those four holdings make up approximately 35.88% of the ETF.
According to the ETF Finder at ETF Channel, DO makes up 5.71% of the Oil Services HOLDRS ETF ( AMEX: OIH) which is trading relatively unchanged on the day Monday.
According to the ETF Finder at ETF Channel, PCG makes up 6.16% of the Utilities HOLDRS ETF ( AMEX: UTH) which is trading lower by about 1.2% on the day Monday.
According to the ETF Finder at ETF Channel, ETR makes up 6.23% of the Utilities HOLDRS ETF ( AMEX: UTH) which is trading up by about 2.3% on the day Thursday.
According to the ETF Finder at ETF Channel, EIX makes up 5.37% of the Utilities HOLDRS ETF ( AMEX: UTH) which is trading lower by about 0.6% on the day Wednesday.
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According to the ETF Finder at ETF Channel, WMB makes up 5.12% of the Utilities HOLDRS ETF ( AMEX: UTH) which is trading higher by about 0.7% on the day Wednesday.
According to the ETF Finder at ETF Channel, EXC makes up 11.98% of the Utilities HOLDRS ETF ( AMEX: UTH) which is trading lower by about 0.6% on the day Monday.
According to the ETF Finder at ETF Channel, LLY makes up 5.42% of the Pharmaceutical HOLDRS ETF ( AMEX: PPH) which is trading higher by about 0.5% on the day Wednesday.
According to the ETF Finder at ETF Channel, VRX makes up 3.84% of the Pharmaceutical HOLDRS ETF ( AMEX: PPH) which is trading lower by about 1.4% on the day Monday.
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According to the ETF Finder at ETF Channel, ESV makes up 4.29% of the Oil Services HOLDRS ETF ( AMEX: OIH) which is trading lower by about 1.8% on the day Tuesday.
According to the ETF Finder at ETF Channel, RIG makes up 10.24% of the Oil Services HOLDRS ETF ( AMEX: OIH) which is trading lower by about 2.4% on the day Monday.
According to the ETF Finder at ETF Channel, BHI makes up 14.64% of the Oil Services HOLDRS ETF ( AMEX: OIH) which is trading lower by about 0.7% on the day Thursday.
According to the ETF Finder at ETF Channel, RIG makes up 8.16% of the Oil Services HOLDRS ETF ( AMEX: OIH) which is trading lower by about 3.1% on the day Wednesday.
According to the ETF Finder at ETF Channel, NOV makes up 8.95% of the Oil Services HOLDRS ETF ( AMEX: OIH) which is trading lower by about 1.2% on the day Thursday.
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