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Invesco Raymond James Sb-1 Equity Etf
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UPGD Holdings Information

Compare
Holdings Count
52
Total Assets
106.40M
Top 10 Percentage
24.03%
Asset Class
Equity
Category
Size And Style
Region
North America
See the full list of holdings, find out what stocks are the most undervalued and get access to the all ETF's smart score and filters.Go Premium
52 Holdings as of Mar 06, 2026
52 Holdings as of Mar 06, 2026
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
ODFL
Old Dominion Freight Line
2.82%
$2.96M
―
$40.43B
8.99%
6 Buy
12 Hold
3 Sell
Hold
―
DG
Dollar General Corp
2.72%
$2.86M
―
$32.21B
76.70%
8 Buy
7 Hold
1 Sell
Moderate Buy
―
NOC
Northrop Grumman Corp.
2.48%
$2.61M
―
$107.31B
52.61%
11 Buy
5 Hold
0 Sell
Moderate Buy
―
BMY
Bristol-Myers Squibb Company
2.44%
$2.56M
―
$122.78B
-4.47%
8 Buy
11 Hold
1 Sell
Moderate Buy
―
PCAR
Paccar
2.31%
$2.43M
―
$63.33B
8.93%
4 Buy
5 Hold
0 Sell
Moderate Buy
―
DE
Deere & Company
2.30%
$2.42M
―
$159.30B
20.66%
9 Buy
5 Hold
1 Sell
Moderate Buy
―
HSY
The Hershey Company
2.28%
$2.40M
―
$45.60B
20.73%
4 Buy
14 Hold
0 Sell
Hold
―
CAT
Caterpillar
2.28%
$2.40M
―
$316.81B
97.24%
11 Buy
6 Hold
1 Sell
Moderate Buy
―
CHTR
Charter Communications
2.21%
$2.33M
―
$33.01B
-37.82%
3 Buy
6 Hold
3 Sell
Hold
―
CL
Colgate-palmolive Company
2.21%
$2.32M
―
$74.99B
-4.04%
10 Buy
5 Hold
0 Sell
Moderate Buy
―
Rows:
10

Sector Breakdown

34.19%Industrials21.19%Consumer Defensive11.88%Technology11.82%Consumer Cyclical9.14%Healthcare7.96%Utilities2.21%Communication Services1.57%Financial0.03%General34.19%Industrials
Industrials
34.19%
Consumer Defensive
21.19%
Technology
11.88%
Consumer Cyclical
11.82%
Healthcare
9.14%
Utilities
7.96%
Communication Services
2.21%
Financial
1.57%
General
0.03%

Countries Breakdown

100.00%United States100.00%United States
United States
100.00%

Breakdown By Smart Score

4.36%Outperform1012.04%Outperform910.01%Outperform817.69%Neutral727.02%Neutral67.74%Neutral59.99%Neutral44.99%Underperform26.14%Underperform16
The weighted average smart score of the UPGD ETF is 6
10
4.36%
9
12.04%
8
10.01%
7
17.69%
6
27.02%
5
7.74%
4
9.99%
3
0.00%
2
4.99%
1
6.14%

UPGD ETF News

Target (TGT) Is Back on Target but the Upside Looks Limited
PremiumMarket News

Target (TGT) Is Back on Target but the Upside Looks Limited

19h ago
DG
TGT
Trump Trade: White House announces Executive Order to combat cybercrime
PremiumThe Fly

Trump Trade: White House announces Executive Order to combat cybercrime

20h ago
BA
BP
Balanced Outlook on BMY: Positive Mezigdomide Phase III Data Support CELMoD Platform, but Long-Term Execution Risks Warrant Hold Rating
PremiumRatings

Balanced Outlook on BMY: Positive Mezigdomide Phase III Data Support CELMoD Platform, but Long-Term Execution Risks Warrant Hold Rating

21h ago
BMY
PremiumBlurbs

Analysts Have Conflicting Sentiments on These Consumer Goods Companies: Dollar General (DG) and Dollar Tree (DLTR)

22h ago
DG
DLTR
See More UPGD News
See More UPGD News

UPGD ETF FAQ

What are ETF UPGD’s top 3 holdings?
UPGD’s top 3 holdings are ODFL, DG, NOC.
    What is ETF UPGD’s holdings count?
    ETF UPGD’s is holdings 52 different assets.
      What are the total assets of ETF UPGD?
      ETF UPGD’s total assets are 106.40M.
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