BFOR - ETF AI Analysis
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ALPS Barron's 400 ETF (BFOR)
Rating:74Outperform
Price Target:―
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)
AUM199.73M
RegionNorth America
Expense Ratio0.65%
Beta0.97
IssuerALPS
Inception DateJun 04, 2013
Dividend Yield0.59%
Asset ClassEquity
Index TrackedBarron's 400 Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume10,321
30 Day Avg. Volume9,022
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
101.72Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering400
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’s story is less about one giant star and more about a deep U.S. cast, but a few names are clearly steering the ship. Western Digital and Lam Research give the fund a strong tech backbone, with chip and storage demand keeping them on a rising path despite some valuation worries. Energy players like APA and Cheniere Energy are also pulling their weight, benefiting from solid cash flows and a constructive outlook for natural gas. On the softer side, Delta Air Lines has been lagging lately, acting as a mild drag rather than a full-on anchor.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Venture Global, Inc. Class A | 0.30% | $597.30K | $38.82B | 44.72% | 58 Neutral | |
| Clear Secure | 0.30% | $593.19K | $7.14B | 94.58% | 77 Outperform | |
| BioCryst | 0.30% | $590.45K | $2.42B | 19.70% | 55 Neutral | |
| Baker Hughes Company | 0.29% | $570.90K | $61.79B | 40.53% | 76 Outperform | |
| Cheniere Energy | 0.28% | $562.91K | $60.37B | 26.97% | 71 Outperform | |
| APA | 0.28% | $560.86K | $14.41B | 95.31% | 73 Outperform | |
| TTM Technologies | 0.28% | $553.75K | $11.06B | 367.41% | 77 Outperform | |
| Nabors Industries | 0.28% | $549.89K | $1.25B | 97.50% | 69 Neutral | |
| Dutch Bros Inc | 0.27% | $548.94K | $8.67B | -24.64% | 69 Neutral | |
| Delta Air Lines | 0.27% | $548.52K | $42.54B | 36.94% | 80 Outperform |
BFOR Technical Analysis
Neutral
―
Price Trends
85.94
Negative
83.73
Negative
81.15
Positive
Market Momentum
-1.00
Positive
43.88
Neutral
47.45
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BFOR, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 84.91, equal to the 50-day MA of 85.94, and equal to the 200-day MA of 81.15, indicating a neutral trend. The MACD of -1.00 indicates Positive momentum. The RSI at 43.88 is Neutral, neither overbought nor oversold. The STOCH value of 47.45 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for BFOR.
BFOR Peer Comparison
Comparison Results
Performance Comparison
BFOR
ALPS Barron's 400 ETF
83.95
15.21
22.13%
SUSL
iShares ESG MSCI USA Leaders ETF
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ULTY
YieldMax Ultra Option Income Strategy ETF
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SYLD
Cambria Shareholder Yield ETF
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―
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AUSF
Global X Adaptive U.S. Factor ETF
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PFM
Invesco Dividend Achievers ETF
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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.
DisclaimerThis 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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