SeekingAlpha
Oil jumped 7.5% last Friday in the wake of the Israeli attack on Iran, but the reaction in most other markets was surprisingly muted.
SeekingAlpha
Weâre wary about precise estimates of where tariff rates will settle, the exact timing of interest rate changes, and detailed inflation and growth forecasts.
SeekingAlpha
LRGF is a passively managed vehicle with a multifactor strategy and a paper-thin expense ratio of 8 bps. Read why I am upgrading LRGF ETF to a Buy today.
SeekingAlpha
Tony DeSpirito joins host Oscar Pulido to help make sense of recent market turmoil from an equity perspective.
SeekingAlpha
It was a good week for stocks and the S&P 500 is now in positive territory YTD, but I wouldnât be making any big bets that it is going to stay that way.
SeekingAlpha
Could This (Finally) Be A Time For Value?
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| BN | 85.72% | $102.15B | +47.36% | 0.55% |
| BNT | 84.68% | $12.45B | +48.00% | 0.00% |
| ITT | 84.13% | $12.48B | +25.04% | 0.84% |
| JHG | 83.58% | $6.22B | +14.58% | 3.98% |
| PH | 83.46% | $89.86B | +37.89% | 0.95% |
| AXP | 83.30% | $225.96B | +36.68% | 0.90% |
| KKR | 81.98% | $117.97B | +25.04% | 0.54% |
| TROW | 81.34% | $21.74B | -13.90% | 5.08% |
| MKSI | 81.25% | $6.76B | -24.09% | 0.87% |
| EMR | 81.09% | $76.22B | +24.01% | 1.56% |
| ARES | 80.99% | $38.17B | +29.00% | 2.34% |
| GS | 80.81% | $216.77B | +51.73% | 1.69% |
| BX | 80.73% | $185.35B | +23.99% | 2.30% |
| EVR | 80.71% | $10.69B | +30.79% | 1.18% |
| APO | 80.47% | $80.94B | +17.99% | 1.34% |
| ADI | 80.31% | $119.42B | +5.43% | 1.59% |
| WAB | 80.22% | $35.82B | +34.64% | 0.43% |
| DOV | 80.18% | $25.52B | +5.20% | 1.11% |
| BLK | 79.81% | $163.33B | +33.60% | 1.96% |
| SEIC | 79.69% | $11.39B | +40.45% | 1.08% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| TAIL | -87.57% | $99.49M | 0.59% | |
| VIXY | -80.66% | $165.58M | 0.85% | |
| BTAL | -67.05% | $295.67M | 1.43% | |
| IVOL | -45.01% | $348.25M | 1.02% | |
| SPTS | -34.86% | $5.77B | 0.03% | |
| XONE | -33.34% | $585.85M | 0.03% | |
| FTSD | -32.76% | $231.68M | 0.25% | |
| FXY | -32.23% | $820.31M | 0.4% | |
| UTWO | -29.31% | $379.27M | 0.15% | |
| SCHO | -28.42% | $11.46B | 0.03% | |
| VGSH | -27.92% | $22.77B | 0.03% | |
| IBTG | -23.90% | $1.92B | 0.07% | |
| IBTI | -23.83% | $1.06B | 0.07% | |
| IBTH | -23.41% | $1.60B | 0.07% | |
| XHLF | -23.25% | $1.73B | 0.03% | |
| BILS | -21.06% | $3.83B | 0.1356% | |
| IBTJ | -20.73% | $684.86M | 0.07% | |
| SHYM | -19.04% | $354.58M | 0.35% | |
| IEI | -18.86% | $15.41B | 0.15% | |
| TBLL | -18.02% | $2.13B | 0.08% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| YEAR | 0.02% | $1.47B | 0.25% | |
| MLN | 0.23% | $540.39M | 0.24% | |
| IBMS | 0.36% | $88.27M | 0.18% | |
| LMBS | 0.42% | $5.10B | 0.64% | |
| CTA | -0.57% | $1.06B | 0.76% | |
| GOVI | -1.08% | $923.46M | 0.15% | |
| SHM | -1.11% | $3.41B | 0.2% | |
| NUBD | 1.19% | $396.52M | 0.16% | |
| CGCB | 1.28% | $2.46B | 0.27% | |
| TLH | 1.30% | $11.41B | 0.15% | |
| IBND | -1.32% | $383.43M | 0.5% | |
| SGOV | -1.45% | $49.73B | 0.09% | |
| BNDW | 1.50% | $1.28B | 0.05% | |
| SMMU | -1.53% | $889.48M | 0.35% | |
| WEAT | -1.63% | $117.67M | 0.28% | |
| SUB | 1.76% | $9.91B | 0.07% | |
| BUXX | -1.87% | $324.81M | 0.25% | |
| TOTL | -1.97% | $3.86B | 0.55% | |
| DFNM | -2.00% | $1.57B | 0.17% | |
| JBND | -2.01% | $2.31B | 0.25% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| ITOT | 99.58% | $69.89B | 0.03% | |
| GSLC | 99.58% | $13.75B | 0.09% | |
| SCHK | 99.57% | $4.29B | 0.03% | |
| DFAU | 99.57% | $8.39B | 0.12% | |
| IWB | 99.56% | $41.21B | 0.15% | |
| SCHX | 99.54% | $55.66B | 0.03% | |
| IYY | 99.54% | $2.47B | 0.2% | |
| ESGU | 99.54% | $13.71B | 0.15% | |
| SCHB | 99.53% | $34.11B | 0.03% | |
| VTI | 99.53% | $497.36B | 0.03% | |
| ILCB | 99.52% | $1.04B | 0.03% | |
| IWV | 99.51% | $15.76B | 0.2% | |
| BBUS | 99.51% | $5.01B | 0.02% | |
| DFUS | 99.50% | $15.47B | 0.09% | |
| SPTM | 99.49% | $10.47B | 0.03% | |
| VONE | 99.46% | $6.31B | 0.07% | |
| PBUS | 99.45% | $7.61B | 0.04% | |
| LCTU | 99.44% | $1.27B | 0.14% | |
| VOO | 99.42% | $681.16B | 0.03% | |
| SPLG | 99.41% | $72.26B | 0.02% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| CBOE | -21.39% | $24.29B | +35.36% | 1.09% |
| ED | -14.53% | $36.31B | +13.27% | 3.35% |
| AWK | -12.52% | $27.80B | +10.98% | 2.21% |
| K | -10.50% | $27.71B | +40.85% | 2.85% |
| MKTX | -8.37% | $8.37B | +15.12% | 1.35% |
| CME | -8.02% | $99.25B | +39.75% | 3.87% |
| DG | -5.07% | $25.37B | -10.94% | 2.05% |
| BCE | -5.02% | $20.86B | -27.77% | 10.84% |
| KR | -4.36% | $47.17B | +41.48% | 1.81% |
| ASPS | -4.12% | $99.18M | -12.89% | 0.00% |
| VSA | -4.04% | $8.76M | -18.25% | 0.00% |
| TU | -3.52% | $24.83B | +9.19% | 7.12% |
| ZCMD | -3.03% | $29.29M | -6.45% | 0.00% |
| AMT | -2.72% | $105.08B | +16.75% | 2.96% |
| DUK | -2.50% | $92.39B | +19.10% | 3.55% |
| DFDV | -2.00% | $309.70M | +2,106.40% | 0.00% |
| LTM | -1.91% | $12.31B | -95.54% | 2.46% |
| MO | -1.73% | $97.93B | +26.25% | 6.95% |
| HUSA | -1.67% | $21.26M | -8.69% | 0.00% |
| WTRG | -1.23% | $10.56B | +1.65% | 3.49% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| SO | 0.06% | $101.44B | +19.02% | 3.16% |
| STG | 0.18% | $30.47M | -21.87% | 0.00% |
| JNJ | -0.28% | $375.15B | +6.77% | 3.23% |
| VRCA | 0.54% | $55.59M | -91.95% | 0.00% |
| NEOG | 0.67% | $1.10B | -66.42% | 0.00% |
| AEP | -0.68% | $55.76B | +19.14% | 3.55% |
| MSEX | 0.80% | $1.01B | +5.19% | 2.41% |
| LITB | 0.83% | $22.07M | -77.41% | 0.00% |
| UUU | -0.93% | $6.98M | +97.39% | 0.00% |
| VSTA | -0.94% | $341.66M | +42.00% | 0.00% |
| EXC | -1.03% | $43.82B | +25.72% | 3.63% |
| AGL | 1.20% | $985.21M | -59.52% | 0.00% |
| WTRG | -1.23% | $10.56B | +1.65% | 3.49% |
| CYCN | 1.57% | $9.95M | +33.33% | 0.00% |
| HUSA | -1.67% | $21.26M | -8.69% | 0.00% |
| MO | -1.73% | $97.93B | +26.25% | 6.95% |
| LTM | -1.91% | $12.31B | -95.54% | 2.46% |
| PPC | 1.95% | $10.79B | +32.45% | 0.00% |
| DFDV | -2.00% | $309.70M | +2,106.40% | 0.00% |
| TEF | 2.17% | $30.02B | +27.27% | 6.13% |
LRGF - iShares U.S. Equity Factor ETF contains 286 holdings. The top holdings include NVDA, MSFT, AAPL, AMZN, META
Name | Weight |
|---|---|
 NVDANVIDIA Corp. | 6.80% |
 MSFTMicrosoft Corp. | 6.16% |
 AAPLApple, Inc. | 5.50% |
 AMZNAmazon.com, Inc. | 3.25% |
2.70% | |
 AVGOBroadcom Inc. | 2.57% |
1.75% | |
 GOOGAlphabet, Inc. | 1.54% |
1.41% | |
1.19% | |
 TSLATesla, Inc. | 1.11% |
1.10% | |
1.04% | |
1.03% | |
 ABBVAbbVie, Inc. | 0.94% |
0.91% | |
 LINLinde Plc | 0.90% |
0.83% | |
0.82% | |
 NFLXNetflix, Inc. | 0.78% |
0.76% | |
0.76% | |
0.73% | |
0.73% | |
0.67% | |
0.65% | |
0.63% | |
0.62% | |
0.61% | |
0.60% | |
Sector | Weight |
|---|---|
Information Technology | 33.61% |
Financials | 13.78% |
Consumer Discretionary | 11.84% |
Health Care | 9.68% |
Communication Services | 7.59% |
Industrials | 7.52% |
Consumer Staples | 6.49% |
Energy | 3.03% |
Utilities | 2.45% |
Materials | 2.21% |
Real Estate | 1.70% |
Current Value
$64.071 Year Return
Current Value
$64.071 Year Return
