BFOR - ETF AI Analysis

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ALPS Barron's 400 ETF (BFOR)

Rating:73Outperform

Price Target:

$88.00

The ALPS Barron's 400 ETF (BFOR) benefits from strong contributions by holdings like Tetra Technologies (TTI), which stands out due to its robust financial performance, international expansion, and optimistic growth outlook. NEXTracker (NXT) also adds positively with its strong position in the solar industry and technical momentum, though its high valuation reflects some risk. However, weaker holdings like Powell Industries (POWL), with valuation concerns and overbought signals, may slightly temper the fund's overall rating. The ETF's concentration in high-growth stocks with premium valuations could pose a risk during market downturns.

Positive Factors

Strong Top Holdings

Several top positions, such as Idaho Strategic Resources and Stoke Therapeutics, have delivered strong year-to-date performance, supporting the ETF's overall returns.

Sector Diversification

The ETF is spread across multiple sectors, including Financials, Technology, and Industrials, which helps reduce risk from a downturn in any single industry.

Healthy Year-to-Date Performance

The fund has shown solid year-to-date performance, indicating resilience in its holdings despite short-term fluctuations.

Negative Factors

High Geographic Concentration

The ETF is heavily focused on U.S. companies, with minimal exposure to international markets, limiting global diversification.

Short-Term Underperformance

The fund has experienced a decline in one-month performance, which could signal short-term volatility or market sensitivity.

Moderate Expense Ratio

The ETF's expense ratio is higher than some low-cost alternatives, which could slightly reduce long-term returns for investors.

BFOR vs. SPDR S&P 500 ETF (SPY)

AUM180.20M

RegionNorth America

Expense Ratio0.65%

Beta0.99

IssuerALPS

Inception DateJun 04, 2013

Dividend Yield0.64%

Asset ClassEquity

Index TrackedBarron's 400 Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume2,907

30 Day Avg. Volume3,800

Financial Highlights & Ratios

PEG RatioN/A

Price to Book (P/B)N/A

Price to Sales (P/S)N/A

P/FCF RatioN/A

Enterprise Value/Market CapN/A

Enterprise Value/RevenueN/A

Enterprise Value/Gross ProfitN/A

Enterprise Value/EbitdaN/A

Forecast

1Y Price Target

93.63

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering402

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

BFOR Summary

The ALPS Barron's 400 ETF (BFOR) is an investment fund that follows the Barron's 400 Index, which selects 400 companies with strong growth potential, solid financials, and good management practices. It includes a mix of industries like technology, healthcare, and financials, offering exposure to the broader U.S. market. Some well-known companies in this ETF are Micron Technology and Applied Materials. Investors might consider BFOR for diversification and the chance to invest in high-quality companies across various sectors. However, since it tracks the overall market, its value can rise and fall with market trends, making it sensitive to economic changes.

How much will it cost me?The ALPS Barron's 400 ETF (BFOR) has an expense ratio of 0.65%, meaning you’ll pay $6.50 per year for every $1,000 invested. This is higher than average because it’s actively managed, which involves more research and selection compared to passively managed ETFs that track broad indexes.

What would affect this ETF?The ALPS Barron's 400 ETF (BFOR), with its focus on U.S. companies across diverse sectors like financials, technology, and industrials, could benefit from economic growth, technological innovation, and increased consumer spending. However, it may face challenges from rising interest rates, regulatory changes, or sector-specific downturns, particularly in financials and technology. Its broad exposure to the U.S. market makes it sensitive to overall economic conditions and policy shifts.

BFOR Top 10 Holdings

The ALPS Barron's 400 ETF leans heavily into U.S. equities, with a balanced focus across sectors like financials, technology, and industrials. Recent performance has been buoyed by rising names like Idaho Strategic Resources and Stoke Therapeutics, both benefiting from strong financial results and positive market sentiment. Meanwhile, Applied Materials and Vertiv Holdings are steady contributors, though mixed technical signals hint at potential headwinds. The fund’s broad diversification across sectors and its emphasis on quality companies provide resilience, but its concentration in U.S. stocks means it’s closely tied to domestic market trends.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
WDC	Western Digital	0.43%	$764.01K	$54.74B	132.25%	78 Outperform
NXT	NEXTracker, Inc. Class A	0.41%	$728.31K	$16.60B	157.65%	80 Outperform
TTI	Tetra Technologies	0.40%	$719.14K	$964.31M	102.17%	81 Outperform
MU	Micron	0.39%	$691.16K	$266.59B	110.15%	73 Outperform
AMAT	Applied Materials	0.36%	$635.20K	$191.90B	20.32%	77 Outperform
LRCX	Lam Research	0.35%	$632.22K	$207.31B	104.76%	77 Outperform
VRT	Vertiv Holdings	0.35%	$618.97K	$72.92B	49.81%	78 Outperform
AGX	Argan	0.35%	$617.47K	$4.49B	109.59%	77 Outperform
FSLR	First Solar	0.34%	$614.67K	$29.77B	38.27%	78 Outperform
CAT	Caterpillar	0.34%	$603.97K	$266.35B	39.58%	76 Outperform

BFOR Technical Analysis

Technical Analysis Sentiment

Negative

Last Price―

Price Trends

50DMA

80.75

Negative

100DMA

79.39

Negative

200DMA

75.57

Positive

Market Momentum

MACD

-0.26

Positive

RSI

42.85

Neutral

STOCH

14.36

Positive

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BFOR, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 80.26, equal to the 50-day MA of 80.75, and equal to the 200-day MA of 75.57, indicating a neutral trend. The MACD of -0.26 indicates Positive momentum. The RSI at 42.85 is Neutral, neither overbought nor oversold. The STOCH value of 14.36 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for BFOR.

BFOR Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
BFOR	―	―	$180.20M	0.65%	73 Outperform
FNDB	―	―	$996.77M	0.25%	72 Outperform
SYLD	―	―	$868.13M	0.59%	67 Neutral
PLDR	―	―	$832.76M	0.60%	73 Outperform
AUSF	―	―	$809.79M	0.27%	70 Outperform
ABFL	―	―	$737.25M	0.49%	71 Outperform

Performance Comparison

BFOR

ALPS Barron's 400 ETF

79.24

1.56

2.01%

FNDB

Schwab Fundamental US Broad Market Index ETF

―

SYLD

Cambria Shareholder Yield ETF

―

PLDR

Putnam Sustainable Leaders ETF

―

AUSF

Global X Adaptive U.S. Factor ETF

―

ABFL

Fcf Us Quality Etf

―

Glossary

BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―

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