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BOUT - ETF AI Analysis
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Innovator IBD Breakout Opportunities ETF (BOUT)
Rating:72Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several of the ETF's largest positions, such as Super Micro Computer and Adtalem Global Education, have delivered strong year-to-date performance, supporting the fund's overall returns.
Sector Diversification
The ETF is spread across multiple sectors, including Technology, Industrials, and Health Care, reducing reliance on a single industry.
Focused U.S. Exposure
With nearly all holdings based in the U.S., the ETF benefits from stability in a developed and mature market.
Negative Factors
High Expense Ratio
The ETF charges a relatively high expense ratio compared to many other funds, which can eat into investor returns over time.
Weak Recent Performance
The fund has struggled recently, with negative returns over the past month and year-to-date, which may concern investors seeking consistent growth.
Overweight in Technology
With over 30% of the portfolio allocated to Technology, the ETF is heavily exposed to potential volatility in this sector.
BOUT vs. SPDR S&P 500 ETF (SPY)
AUM11.21M
RegionNorth America
Expense Ratio0.85%
Beta0.99
IssuerInnovator
Inception DateSep 13, 2018
Dividend Yield0.61%
Asset ClassEquity
Index TrackedIBD Breakout Stocks Total Return
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,436
30 Day Avg. Volume1,830
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
41.24Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering52
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
BOUT Summary
The Innovator IBD Breakout Opportunities ETF (BOUT) is an investment fund that focuses on U.S. companies with strong growth potential, as identified by Investor's Business Daily. It includes a mix of industries like technology, healthcare, and industrials, with well-known companies such as Alphabet (Google’s parent company) and CrowdStrike. This ETF is designed for investors looking to diversify their portfolio while targeting stocks that may experience significant market growth. However, new investors should be aware that BOUT’s performance depends heavily on market trends, meaning its value can go up or down depending on how the overall market performs.
How much will it cost me?The Innovator IBD Breakout Opportunities ETF (BOUT) has an expense ratio of 0.85%, which means you’ll pay $8.50 per year for every $1,000 invested. This is higher than average because it is actively managed, focusing on identifying breakout opportunities in the market rather than passively tracking an index.
What would affect this ETF?The Innovator IBD Breakout Opportunities ETF (BOUT), with its focus on U.S. growth-oriented stocks in sectors like technology and industrials, could benefit from advancements in innovation and increased corporate spending in these areas. However, rising interest rates or economic slowdowns could negatively impact growth-focused companies, especially in sectors like technology and healthcare, which are sensitive to changes in borrowing costs and consumer demand.
BOUT Top 10 Holdings
The Innovator IBD Breakout Opportunities ETF (BOUT) leans heavily into growth-oriented sectors like Industrials and Consumer Cyclical, with a strong U.S. focus. Carvana is steering the fund forward with bullish momentum and impressive year-to-date gains, while Dollar General adds steady growth to the mix. However, Mercury Systems is lagging, weighed down by profitability challenges despite some revenue optimism. Twilio and Penumbra are rising but face valuation concerns that could temper their impact. Overall, the fund’s positioning reflects a dynamic blend of breakout opportunities, though some names are struggling to keep pace.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Flotek | 3.80% | $425.45K | $541.34M | 81.37% | 76 Outperform | |
| OPENLANE | 3.68% | $412.44K | $3.28B | 51.00% | 70 Outperform | |
| Twilio | 3.63% | $406.84K | $21.27B | 25.85% | 70 Neutral | |
| Hubbell B | 3.49% | $391.18K | $24.25B | 6.00% | 77 Outperform | |
| Penumbra | 3.47% | $388.62K | $12.37B | 31.31% | 78 Outperform | |
| Mercury Systems | 3.45% | $386.91K | $4.49B | 77.90% | 57 Neutral | |
| LivaNova | 3.45% | $386.71K | $3.44B | 34.04% | 63 Neutral | |
| Dollar General | 3.45% | $386.64K | $29.82B | 79.10% | 73 Outperform | |
| Amentum Holdings, Inc. | 3.40% | $380.56K | $7.29B | 45.26% | 74 Outperform | |
| Carvana Co | 3.30% | $370.00K | $96.06B | 97.08% | 66 Neutral |
BOUT Technical Analysis
Positive
―
Price Trends
37.24
Positive
37.74
Negative
36.61
Positive
Market Momentum
>-0.01
Negative
56.03
Neutral
94.14
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BOUT, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 36.86, equal to the 50-day MA of 37.24, and equal to the 200-day MA of 36.61, indicating a bullish trend. The MACD of >-0.01 indicates Negative momentum. The RSI at 56.03 is Neutral, neither overbought nor oversold. The STOCH value of 94.14 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BOUT.
BOUT Peer Comparison
Comparison Results
Performance Comparison
BOUT
Innovator IBD Breakout Opportunities ETF
37.46
-2.32
-5.83%
BAMD
Brookstone Dividend Stock ETF
―
―
―
TMFE
Motley Fool Capital Efficiency 100 Index ETF
―
―
―
STNC
Stance Equity ESG Large Cap Core ETF
―
―
―
RFDA
RiverFront Dynamic US Dividend Advantage ETF
―
―
―
STOX
Horizon Core Equity 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.
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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