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 solid gains so far this year and in the last month, indicating positive recent momentum.
Strong-Performing Top Holdings
Many of the largest positions, especially in technology-related names, have delivered strong year-to-date results that support the fund’s overall performance.
Broad Sector Diversification
Holdings spread across financials, technology, industrials, health care, consumer sectors, energy, and others help reduce the impact if any one industry struggles.
Negative Factors
High U.S. Concentration
Almost all assets are invested in U.S. companies, offering very limited geographic diversification outside the United States.
Technology and Financials Tilt
A large share of the portfolio is in technology and financial stocks, which can make the fund more sensitive to downturns in these sectors.
Above-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.
BFOR vs. SPDR S&P 500 ETF (SPY)
AUM214.82M
RegionNorth America
Expense Ratio0.65%
Beta0.94
IssuerALPS
Inception DateJun 03, 2013
Dividend Yield0.54%
Asset ClassEquity
Index TrackedBarron's 400 Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume3,069
30 Day Avg. Volume7,668
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
106.67Price 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) follows the Barron's 400 Index, which picks 400 U.S. companies that show strong growth, solid finances, and good management. It holds a wide mix of sectors like financials, technology, industrials, and health care, with well-known names such as Advanced Micro Devices (AMD) and Dell Technologies. Someone might invest in this ETF to get broad, diversified exposure to many parts of the U.S. stock market while focusing on higher-quality companies. A key risk is that it still invests in stocks, so its value can go up and down with the overall market.
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 right now is all about U.S. tech hardware and chips quietly steering the ship. Names like Micron, AMD, Marvell, and Western Digital have been rising on the back of AI and data-center demand, giving the fund a solid tech undercurrent even though it’s marketed as a broad U.S. market play. Seagate and Dell are also pulling their weight, though their higher debt loads mean the ride can get bumpy. With financials and industrials in the mix but not dominating, the ETF feels diversified, yet clearly leans into the semiconductor and storage boom.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Dell Technologies | 0.71% | $1.52M | $274.61B | 331.12% | 65 Neutral | |
| SanDisk Corp | 0.62% | $1.32M | $251.01B | 4618.54% | 55 Neutral | |
| Advanced Micro Devices | 0.61% | $1.31M | $841.55B | 345.02% | 73 Outperform | |
| Marvell | 0.58% | $1.24M | $179.33B | 256.97% | 76 Outperform | |
| Micron | 0.56% | $1.21M | $1.10T | 954.70% | 79 Outperform | |
| Seagate Tech | 0.55% | $1.19M | $197.28B | 673.19% | 68 Neutral | |
| Sterling Infrastructure | 0.49% | $1.05M | $26.42B | 345.88% | 71 Outperform | |
| Western Digital | 0.46% | $992.99K | $183.10B | 946.56% | 77 Outperform | |
| Iridium Communications | 0.44% | $954.10K | $5.47B | 84.81% | 71 Outperform | |
| Credo Technology Group Holding Ltd | 0.44% | $951.43K | $43.54B | 260.89% | 77 Outperform |
BFOR Technical Analysis
Positive
―
Price Trends
87.40
Positive
86.74
Positive
83.72
Positive
Market Momentum
0.70
Negative
61.23
Neutral
89.22
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 89.26, equal to the 50-day MA of 87.40, and equal to the 200-day MA of 83.72, indicating a bullish trend. The MACD of 0.70 indicates Negative momentum. The RSI at 61.23 is Neutral, neither overbought nor oversold. The STOCH value of 89.22 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
Performance Comparison
BFOR
ALPS Barron's 400 ETF
90.56
16.41
22.13%
SYLD
Cambria Shareholder Yield ETF
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HLAL
Wahed FTSE USA Shariah ETF
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FDMO
Fidelity Momentum Factor ETF
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ULTY
YieldMax Ultra Option Income Strategy ETF
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AUSF
Global X Adaptive U.S. Factor 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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