AOR - iShares Core 60/40 Balanced Allocation ETF contains 8 holdings. The top holdings include IVV, IUSB, IDEV, IEMG, IAGG
Name | Weight |
---|---|
I IVVNT BlackRock Institutional Trust Company N.A. - iShares Core S&P 500 ETF | 36.35% |
I IUSBNT BlackRock Institutional Trust Company N.A. - iShares Core Total USD Bond Market ETF | 31.83% |
I IDEVNT iShares Trust - iShares Core MSCI International Developed Markets ETF | 16.54% |
I IEMGNT BlackRock Institutional Trust Company N.A. - iShares Core MSCI Emerging Markets ETF | 6.62% |
I IAGGNT BlackRock Institutional Trust Company N.A. - iShares International Aggregate Bond Fund | 5.60% |
I IJHNT BlackRock Institutional Trust Company N.A. - iShares Core S&P Mid-Cap ETF | 2.03% |
I IJRNT BlackRock Institutional Trust Company N.A. - iShares Core S&P Small-Cap ETF | 0.94% |
- | 0.10% |
Sector | Weight |
---|---|
SeekingAlpha
AOA has delivered strong returns since our initial 'Buy', but current equity valuations are stretched, prompting a downgrade to 'Hold'.
SeekingAlpha
Franklin Income Focus offers a dynamic, actively managed 60/40 portfolio but has underperformed the passive AOR ETF in total return over the past year. Learn more on INCM ETF here.
SeekingAlpha
FCUS combines market timing and stock focus, showing early high-risk relative to peers and benchmarks. Find out why FCUS ETF is a sell.
SeekingAlpha
Elm Market Navigator ETF transitioned from a private fund to an ETF in 2025, maintaining its dynamic, rules-based allocation methodology.
SeekingAlpha
AESR: Unconvincing Tactical ETF
SeekingAlpha
Going 'Max Defense' And Adding Gold To My 2025 Model Portfolio
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
GSST | 0.42% | $918.38M | 0.16% | |
TPMN | -0.42% | $30.81M | 0.65% | |
WEAT | -0.53% | $117.15M | 0.28% | |
SGOV | -0.57% | $49.84B | 0.09% | |
IEI | 0.87% | $15.37B | 0.15% | |
LDUR | 1.16% | $929.55M | 0.5% | |
IBTJ | -1.32% | $685.71M | 0.07% | |
STOT | -1.69% | $253.88M | 0.45% | |
CTA | -1.79% | $1.06B | 0.76% | |
STPZ | -1.87% | $450.22M | 0.2% | |
IBTK | 2.09% | $442.63M | 0.07% | |
SHY | 2.26% | $24.08B | 0.15% | |
TFLO | -2.53% | $6.83B | 0.15% | |
AGZD | 3.16% | $102.66M | 0.23% | |
ULST | -3.19% | $662.59M | 0.2% | |
SHV | -3.29% | $20.67B | 0.15% | |
CORN | 3.29% | $44.21M | 0.2% | |
IBTF | 3.58% | $2.02B | 0.07% | |
VGIT | 3.89% | $31.83B | 0.04% | |
SPTI | 4.30% | $8.78B | 0.03% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
MKTX | -<0.01% | $8.23B | +9.48% | 1.37% |
AWK | 0.31% | $26.90B | +6.78% | 2.27% |
STG | -0.31% | $29.06M | -28.79% | 0.00% |
VRCA | -0.54% | $48.34M | -92.83% | 0.00% |
DG | -0.66% | $25.19B | -13.45% | 2.07% |
NEOG | 0.81% | $1.03B | -69.74% | 0.00% |
ASPS | -0.91% | $95.51M | -23.85% | 0.00% |
UUU | 0.99% | $6.64M | +78.38% | 0.00% |
LITB | 1.12% | $21.70M | -78.27% | 0.00% |
CME | -1.28% | $99.01B | +39.76% | 3.87% |
VHC | 1.35% | $45.90M | +59.26% | 0.00% |
BCE | 1.43% | $20.10B | -32.65% | 11.25% |
ZCMD | -1.77% | $28.79M | -13.64% | 0.00% |
ALHC | 1.83% | $2.74B | +77.11% | 0.00% |
LTM | -2.18% | $12.12B | -95.54% | 2.48% |
AGL | 2.40% | $956.23M | -64.68% | 0.00% |
VSTA | 2.91% | $342.46M | +40.00% | 0.00% |
IMDX | 2.94% | $91.52M | +8.47% | 0.00% |
MO | 3.10% | $98.96B | +28.98% | 6.98% |
ED | -3.16% | $35.36B | +9.76% | 3.39% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
BN | 85.73% | $101.52B | +48.29% | 0.55% |
BNT | 85.05% | $12.40B | +48.28% | 0.00% |
ITT | 79.65% | $12.43B | +22.27% | 0.85% |
BLK | 79.38% | $162.33B | +33.09% | 1.96% |
MFC | 78.74% | $54.79B | +20.17% | 3.76% |
SEIC | 78.19% | $11.15B | +38.44% | 1.09% |
JHG | 77.95% | $6.10B | +14.92% | 4.02% |
DD | 77.88% | $28.83B | -14.42% | 2.30% |
TROW | 77.76% | $21.17B | -16.66% | 5.21% |
IVZ | 77.34% | $7.03B | +4.95% | 5.24% |
BX | 76.59% | $183.33B | +22.06% | 2.29% |
MCO | 76.58% | $87.80B | +15.94% | 0.73% |
AXP | 76.53% | $222.22B | +36.99% | 0.92% |
WAB | 76.50% | $35.54B | +31.41% | 0.43% |
MKSI | 76.50% | $6.72B | -23.26% | 0.88% |
NMAI | 76.48% | - | - | 11.02% |
ADI | 76.33% | $117.59B | +3.81% | 1.61% |
TEL | 76.05% | $49.48B | +10.93% | 1.58% |
DOV | 76.00% | $25.13B | +1.58% | 1.12% |
NCV | 75.98% | - | - | 6.52% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
AOA | 98.36% | $2.42B | 0.15% | |
VT | 97.63% | $47.94B | 0.06% | |
SPGM | 97.52% | $1.08B | 0.09% | |
ACWI | 97.31% | $22.04B | 0.32% | |
URTH | 97.18% | $4.94B | 0.24% | |
DFAW | 96.38% | $756.83M | 0.25% | |
AOM | 95.68% | $1.53B | 0.15% | |
SUSA | 95.08% | $3.53B | 0.25% | |
QDF | 95.07% | $1.84B | 0.37% | |
IWV | 94.97% | $15.69B | 0.2% | |
SCHB | 94.94% | $33.95B | 0.03% | |
ESGU | 94.82% | $13.63B | 0.15% | |
SCHX | 94.75% | $55.36B | 0.03% | |
VOO | 94.72% | $677.90B | 0.03% | |
SPTM | 94.72% | $10.42B | 0.03% | |
LCTU | 94.72% | $1.27B | 0.14% | |
DFAU | 94.72% | $8.34B | 0.12% | |
UDIV | 94.70% | $62.02M | 0.06% | |
ILCB | 94.70% | $1.04B | 0.03% | |
IWB | 94.69% | $41.13B | 0.15% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -11.99% | $23.98B | +34.66% | 1.10% |
DFDV | -11.47% | $247.94M | +1,821.34% | 0.00% |
K | -9.68% | $27.41B | +36.96% | 2.88% |
HUSA | -4.09% | $22.94M | -6.82% | 0.00% |
VSA | -4.07% | $8.67M | -15.70% | 0.00% |
KR | -3.75% | $47.56B | +43.04% | 1.79% |
ED | -3.16% | $35.36B | +9.76% | 3.39% |
LTM | -2.18% | $12.12B | -95.54% | 2.48% |
ZCMD | -1.77% | $28.79M | -13.64% | 0.00% |
CME | -1.28% | $99.01B | +39.76% | 3.87% |
ASPS | -0.91% | $95.51M | -23.85% | 0.00% |
DG | -0.66% | $25.19B | -13.45% | 2.07% |
VRCA | -0.54% | $48.34M | -92.83% | 0.00% |
STG | -0.31% | $29.06M | -28.79% | 0.00% |
MKTX | -<0.01% | $8.23B | +9.48% | 1.37% |
AWK | 0.31% | $26.90B | +6.78% | 2.27% |
NEOG | 0.81% | $1.03B | -69.74% | 0.00% |
UUU | 0.99% | $6.64M | +78.38% | 0.00% |
LITB | 1.12% | $21.70M | -78.27% | 0.00% |
VHC | 1.35% | $45.90M | +59.26% | 0.00% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -78.95% | $99.76M | 0.59% | |
VIXY | -76.97% | $165.69M | 0.85% | |
BTAL | -61.16% | $296.79M | 1.43% | |
IVOL | -34.79% | $349.27M | 1.02% | |
FTSD | -22.70% | $231.79M | 0.25% | |
XONE | -21.43% | $585.86M | 0.03% | |
XHLF | -17.33% | $1.73B | 0.03% | |
SPTS | -17.06% | $5.78B | 0.03% | |
FXY | -15.46% | $815.67M | 0.4% | |
BILS | -15.07% | $3.86B | 0.1356% | |
USDU | -14.92% | $162.92M | 0.5% | |
TBLL | -14.13% | $2.13B | 0.08% | |
CLIP | -13.19% | $1.52B | 0.07% | |
UTWO | -12.24% | $379.36M | 0.15% | |
KCCA | -12.14% | $105.63M | 0.87% | |
SCHO | -11.86% | $11.46B | 0.03% | |
VGSH | -10.22% | $22.80B | 0.03% | |
BIL | -9.50% | $42.87B | 0.1356% | |
IBTG | -8.20% | $1.92B | 0.07% | |
UUP | -7.89% | $211.55M | 0.77% |