BFOR - ETF AI Analysis

Top Page

ALPS Barron's 400 ETF (BFOR)

Rating:75Outperform

Price Target:―

BFOR, the ALPS Barron's 400 ETF, has a solid overall rating driven mainly by strong, growth-oriented holdings like Micron, Western Digital, Applied Materials, and Lam Research, which benefit from robust financial performance and strategic positioning in AI and advanced technologies. Industrial and materials names such as Tetra Technologies, Alcoa, and Southern Copper also support the fund with recovering fundamentals, though issues like high valuation in some tech names, operational and cash flow challenges at companies like Coeur Mining, and sector-specific risks in mining and commodities slightly temper the overall rating. The main risk factor is the fund’s meaningful exposure to cyclical and commodity-linked businesses, which can be more volatile across economic cycles.

Positive Factors

Strong Recent Performance

The ETF has shown steady gains over the past month, three months, and year-to-date, indicating positive recent momentum.

Strong-Performing Top Holdings

Many of the largest positions, especially in technology and materials, have delivered strong year-to-date gains that support the fund’s overall results.

Broad Sector Diversification

Holdings are spread across financials, industrials, technology, health care, consumer sectors, energy, and more, which helps reduce the impact of weakness in any single industry.

Negative Factors

Higher-Than-Average Expense Ratio

The fund’s expense ratio is relatively high for an ETF, which means more of the returns are used to cover fees instead of going to investors.

Heavy U.S. Concentration

With almost all assets invested in U.S. companies, the ETF offers very limited geographic diversification and is highly tied to the U.S. market.

Smaller Asset Base

The fund manages a modest amount of assets, which can sometimes lead to lower trading volume and wider bid-ask spreads for investors.

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

AUM206.40M

RegionNorth America

Expense Ratio0.65%

Beta0.96

IssuerALPS

Inception DateJun 04, 2013

Dividend Yield0.56%

Asset ClassEquity

Index TrackedBarron's 400 Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume5,212

30 Day Avg. Volume6,881

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

101.59

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering396

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

BFOR Summary

The ALPS Barron's 400 ETF (BFOR) tracks the Barron's 400 Index, which picks 400 U.S.-focused companies that show strong growth, solid finances, and good management. It spreads your money across many sectors, including financials, industrials, technology, and health care. Well-known holdings include Micron and Western Digital, along with other mid-sized and large companies. Someone might invest in BFOR to get broad, diversified exposure to many parts of the stock market while still focusing on higher-quality companies. A key risk is that it still moves with the overall stock market, so its value can go up and down significantly.

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

BFOR may hold 400 names, but its story right now is being written by a handful of rising U.S. tech and materials plays. Micron, Western Digital, Lam Research, and Applied Materials are all riding the AI and semiconductor wave, giving the fund a clear tilt toward chip-related momentum even if each position is small. On the materials side, Hecla Mining, Southern Copper, and Alcoa are climbing as metals sentiment improves, adding a cyclical kicker. With gains broadly rising and no single stock dominating, the ETF feels more like a well-spread relay team than a star-driven squad.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
WDC	Western Digital	0.66%	$1.35M	$89.02B	325.07%	77 Outperform
MU	Micron	0.61%	$1.26M	$420.10B	318.30%	79 Outperform
TTI	Tetra Technologies	0.55%	$1.14M	$1.53B	167.35%	77 Outperform
HBAN	Huntington Bancshares	0.51%	$1.04M	$37.82B	14.53%	80 Outperform
HL	Hecla Mining Company	0.49%	$1.01M	$15.40B	280.60%	74 Outperform
POWL	Powell Industries	0.48%	$979.15K	$6.92B	168.29%	76 Outperform
AMAT	Applied Materials	0.47%	$977.15K	$261.19B	82.75%	77 Outperform
LRCX	Lam Research	0.47%	$971.05K	$282.98B	181.08%	77 Outperform
SCCO	Southern Copper	0.46%	$942.86K	$164.30B	127.32%	73 Outperform
AA	Alcoa	0.44%	$914.54K	$15.99B	71.65%	76 Outperform

BFOR Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

84.60

Positive

100DMA

82.27

Positive

200DMA

79.30

Positive

Market Momentum

MACD

0.77

Negative

RSI

61.17

Neutral

STOCH

81.97

Negative

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BFOR, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 86.41, equal to the 50-day MA of 84.60, and equal to the 200-day MA of 79.30, indicating a bullish trend. The MACD of 0.77 indicates Negative momentum. The RSI at 61.17 is Neutral, neither overbought nor oversold. The STOCH value of 81.97 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BFOR.

BFOR Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
BFOR	―	―	$206.40M	0.65%	―
SYLD	―	―	$936.20M	0.59%	―
PLDR	―	―	$830.31M	0.59%	―
AUSF	―	―	$813.64M	0.27%	―
ABFL	―	―	$808.90M	0.49%	―
PFM	―	―	$774.39M	0.52%	―

Performance Comparison

BFOR

ALPS Barron's 400 ETF

87.61

11.96

15.81%

SYLD

Cambria Shareholder Yield ETF

―

PLDR

Putnam Sustainable Leaders ETF

―

AUSF

Global X Adaptive U.S. Factor ETF

―

ABFL

Fcf Us Quality Etf

―

PFM

Invesco Dividend Achievers 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: ―

Table of Contents