SeekingAlpha
US equities struggled over the month, with the S&P 500, Russell 2000, and Nasdaq falling by 5.6%, 6.8%, and 8.1%, respectively.
SeekingAlpha
Over the years, one data point Iâve noticed is that many S&P 500 valuation models use a long-run S&P 500 EPS growth metric of 7% to estimate fair value on the benchmark.
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Heading into 2025, a handful of mega-cap tech companies had tilted the U.S. public equity markets meaningfully into growth territory. Read more here.
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AI is no longer just a disruptor but a defining force across industries, forcing companies to integrate or risk obsolescence. Read more here.
SeekingAlpha
The market was down 3.1% for the week and down 2.9% YTD. We are now back to where we started on election day in November 2024. Click to read.
SeekingAlpha
Equity markets sold off sharply Monday after President Donald Trump confirmed that the U.S. would impose 25% tariffs on Canadian and Mexican imports beginning March 4. Click to read.
IAI - iShares U.S. Broker Dealers ETF contains 34 holdings. The top holdings include GS, SPGI, MS, SCHW, MCO
Name | Weight |
---|---|
14% | |
![]() | 13.16% |
11.71% | |
6.35% | |
4.62% | |
![]() | 4.54% |
4.46% | |
4.42% | |
3.97% | |
![]() | 3.83% |
3.65% | |
3.1% | |
3.04% | |
2.87% | |
2.29% | |
2.12% | |
2.09% | |
1.19% | |
1.09% | |
1.06% | |
0.99% | |
0.99% | |
0.86% | |
![]() | 0.61% |
0.5% | |
0.46% | |
0.43% | |
0.41% | |
0.4% | |
0.38% |
Sector | Weight |
---|---|
Financials | 99.89% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
KCE | 94.49% | $477.17M | 0.35% | |
IYG | 90.90% | $1.69B | 0.39% | |
IYF | 90.70% | $3.71B | 0.39% | |
VFH | 90.33% | $12.01B | 0.08% | |
FNCL | 90.30% | $2.16B | 0.084% | |
FXO | 88.39% | $2.14B | 0.62% | |
XLF | 87.07% | $51.90B | 0.09% | |
KBWB | 85.92% | $3.63B | 0.35% | |
RSPF | 85.31% | $309.61M | 0.4% | |
FEX | 85.12% | $1.27B | 0.6% | |
VXF | 83.75% | $19.92B | 0.05% | |
IPAY | 83.74% | $271.89M | 0.75% | |
IXG | 83.51% | $468.97M | 0.41% | |
IWR | 83.18% | $38.47B | 0.19% | |
AVUS | 83.11% | $7.64B | 0.15% | |
PRF | 83.06% | $7.50B | 0.39% | |
FINX | 82.92% | $264.91M | 0.68% | |
FMDE | 82.81% | $2.39B | 0.23% | |
VO | 82.52% | $73.94B | 0.04% | |
IMCG | 82.50% | $2.51B | 0.06% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
NOVA | -0.04% | $44.38M | -93.28% | 0.00% |
ABBV | 0.10% | $362.98B | +15.71% | 3.07% |
SRRK | -0.14% | $3.08B | +113.66% | 0.00% |
SHLS | -0.16% | $544.94M | -69.98% | 0.00% |
ACHC | -0.17% | $2.71B | -61.47% | 0.00% |
ED | 0.28% | $38.69B | +21.90% | 2.95% |
DAO | -0.33% | $250.16M | +95.84% | 0.00% |
AVNW | -0.50% | $242.52M | -47.93% | 0.00% |
ENPH | -0.51% | $8.28B | -47.28% | 0.00% |
HRL | -0.56% | $16.84B | -11.83% | 3.62% |
AMT | -0.65% | $101.86B | +13.31% | 2.85% |
QXO | -0.70% | $6.03B | -83.01% | 0.00% |
CNC | 0.74% | $30.13B | -16.85% | 0.00% |
MOH | -0.91% | $17.97B | -13.21% | 0.00% |
EQNR | -0.93% | $73.20B | +1.40% | 5.49% |
NEE | -0.96% | $144.98B | +12.68% | 2.91% |
MO | -1.01% | $96.57B | +35.61% | 6.83% |
KO | 1.06% | $306.97B | +19.22% | 2.66% |
CPSH | 1.09% | $23.10M | -12.15% | 0.00% |
ODP | -1.14% | $442.21M | -71.19% | 0.00% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
DBO | 0.01% | $202.41M | 0.77% | |
JPLD | -0.02% | $1.15B | 0.24% | |
VGIT | 0.04% | $31.17B | 0.03% | |
DBA | -0.04% | $829.48M | 0.93% | |
IBTL | -0.06% | $361.53M | 0.07% | |
GOVI | 0.08% | $1.07B | 0.15% | |
EDV | 0.08% | $4.00B | 0.05% | |
BNO | -0.08% | $99.25M | 1% | |
IBTK | -0.12% | $400.56M | 0.07% | |
VGLT | 0.18% | $10.02B | 0.03% | |
SOYB | -0.18% | $26.08M | 0.22% | |
TYA | -0.19% | $158.79M | 0.15% | |
FTSD | -0.22% | $219.66M | 0.25% | |
BILZ | 0.23% | $734.41M | 0.14% | |
CORN | 0.25% | $52.17M | 0.2% | |
SCHQ | 0.26% | $950.81M | 0.03% | |
SHYM | 0.29% | $318.40M | 0.35% | |
IBTM | -0.32% | $310.98M | 0.07% | |
IBTH | -0.36% | $1.51B | 0.07% | |
AGZ | 0.40% | $644.13M | 0.2% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -19.61% | $23.50B | +25.53% | 1.05% |
GIS | -9.22% | $32.41B | -14.20% | 3.90% |
K | -8.38% | $28.46B | +45.70% | 2.75% |
DG | -7.75% | $19.84B | -43.33% | 2.56% |
BGS | -6.84% | $532.60M | -39.26% | 11.28% |
CYD | -6.14% | $670.08M | +96.41% | 2.39% |
CAG | -5.86% | $12.59B | -9.22% | 5.19% |
HUSA | -5.82% | $11.76M | -47.55% | 0.00% |
PACS | -5.62% | $1.59B | -51.14% | 0.00% |
AEP | -5.56% | $57.54B | +27.77% | 3.31% |
PG | -5.34% | $397.45B | +8.55% | 2.32% |
LNTH | -5.31% | $6.67B | +64.59% | 0.00% |
HSY | -5.10% | $33.21B | -15.87% | 3.33% |
VZ | -4.68% | $188.34B | +4.44% | 5.84% |
CPB | -4.20% | $11.75B | -8.27% | 3.73% |
MRK | -3.88% | $218.76B | -33.33% | 3.60% |
ZCMD | -3.85% | $32.02M | -17.53% | 0.00% |
KMB | -3.85% | $47.39B | +13.36% | 3.37% |
ARRY | -3.64% | $750.95M | -65.69% | 0.00% |
TCTM | -3.63% | $3.92M | -82.22% | 0.00% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
VIXY | -65.10% | $195.31M | 0.85% | |
TAIL | -64.27% | $87.65M | 0.59% | |
BTAL | -54.36% | $416.76M | 1.43% | |
XONE | -14.90% | $631.21M | 0.03% | |
CTA | -13.57% | $978.30M | 0.76% | |
FXY | -13.34% | $549.84M | 0.4% | |
USDU | -12.01% | $206.96M | 0.5% | |
SGOV | -11.00% | $39.98B | 0.09% | |
XHLF | -10.20% | $1.06B | 0.03% | |
TPMN | -9.96% | $33.32M | 0.65% | |
BUXX | -9.93% | $234.79M | 0.25% | |
BIL | -8.46% | $41.88B | 0.1356% | |
IBTP | -8.46% | $111.57M | 0.07% | |
CCOR | -7.99% | $64.12M | 1.18% | |
GBIL | -7.55% | $6.30B | 0.12% | |
BILS | -7.22% | $3.67B | 0.1356% | |
BSMW | -7.13% | $101.29M | 0.18% | |
KMLM | -6.95% | $218.49M | 0.9% | |
CGMU | -6.75% | $3.01B | 0.27% | |
IBTG | -6.60% | $1.82B | 0.07% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
GS | 87.40% | $175.01B | +36.01% | 2.30% |
MS | 86.40% | $192.37B | +28.25% | 3.37% |
EVR | 82.82% | $8.22B | +9.06% | 1.78% |
SF | 81.11% | $10.01B | +25.23% | 2.01% |
PIPR | 80.30% | $4.59B | +30.32% | 1.12% |
JEF | 79.30% | $11.37B | +24.86% | 2.90% |
MC | 77.72% | $4.25B | +6.88% | 4.62% |
WTFC | 76.92% | $7.64B | +14.08% | 1.81% |
AMP | 76.62% | $47.37B | +13.33% | 1.29% |
JHG | 75.97% | $5.80B | +13.71% | 4.73% |
PNFP | 75.51% | $8.27B | +31.02% | 0.95% |
EQH | 74.97% | $16.85B | +45.16% | 1.93% |
HLI | 74.74% | $11.64B | +28.46% | 1.49% |
FNB | 74.43% | $4.91B | +0.44% | 3.89% |
C | 74.39% | $135.06B | +16.32% | 3.47% |
HBAN | 73.94% | $22.22B | +11.76% | 4.48% |
CFG | 73.88% | $18.21B | +19.30% | 4.50% |
RJF | 73.57% | $29.07B | +9.47% | 1.45% |
KKR | 73.52% | $107.39B | +21.45% | 0.68% |
SNV | 73.44% | $6.59B | +23.05% | 3.74% |
Current Value
$136.161 Year Return
Current Value
$136.161 Year Return