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ELFY - ETF AI Analysis

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ELFY

ALPS Electrification Infrastructure ETF (ELFY)

Rating:66Neutral
Price Target:
ELFY’s rating suggests it is a solid but not top-tier ETF, supported by several strong industrial and technology names with good earnings and growth prospects. Holdings like Ametek, Acuity Brands, Eaton, Emerson, Trimble, and Jacobs contribute positively through strong financial performance, bullish or stable outlooks, and strategic initiatives, which help underpin the fund’s quality. The main risk factor is that some holdings, such as VG, show financial instability and bearish technical signals, and several others face valuation concerns, meaning investors should be mindful of potential volatility and overvaluation in parts of the portfolio.
Positive Factors
Strong Year-To-Date Performance
The fund has delivered strong gains so far this year, showing solid momentum in its electrification theme.
Supportive Top Holdings
Several of the largest positions, including companies in energy and utilities, have shown strong performance, helping lift the overall fund.
Focused Sector Exposure
The ETF concentrates on utilities, industrials, energy, and technology sectors that are closely tied to electrification infrastructure, giving targeted exposure to this growth area.
Negative Factors
Recent Short-Term Weakness
The fund has shown weak performance over the past month and three months, which may signal near-term volatility or cooling momentum.
Underperforming Individual Holdings
A few of the top holdings have lagged this year, which can drag on returns even when the broader theme is performing well.
Heavy U.S. Concentration
With most assets in U.S. companies and very limited exposure to other countries, investors are highly dependent on the U.S. market and policy environment.

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

ELFY Summary

The ALPS Electrification Infrastructure ETF (ELFY) is a fund that follows the Ladenburg Thalmann Electrification Infrastructure Index, focusing on companies helping build the future of electric power. It holds U.S.-heavy stocks in areas like utilities, industrials, and energy, including well-known names such as Edison International and Cheniere Energy. Investors might consider ELFY if they want diversified exposure to trends like renewable energy, electric vehicles, and smarter power grids, aiming for long-term growth from the shift toward electrification. A key risk is that it’s concentrated in one theme, so its value can rise or fall sharply with changes in the energy and infrastructure sectors.
How much will it cost me?The ALPS Electrification Infrastructure ETF (ELFY) has an expense ratio of 0.27%, which means you’ll pay $2.70 per year for every $1,000 invested. This cost is slightly higher than average because the fund is actively managed to focus on a specific theme—electrification infrastructure—requiring more research and specialized strategies.
What would affect this ETF?The ALPS Electrification Infrastructure ETF (ELFY) could benefit from increasing global demand for renewable energy, electric vehicles, and smart grid technologies, as governments and companies invest heavily in electrification infrastructure. However, potential risks include regulatory changes, fluctuating energy prices, and economic slowdowns that could impact the performance of its key sectors like utilities and industrials. Its focus on U.S.-based companies provides stability but may limit exposure to international growth opportunities.

ELFY Top 10 Holdings

ELFY is leaning hard into the electrification story, with U.S. utilities and energy names setting the tone. Venture Global and Cheniere Energy have been rising sharply, acting like twin engines for the fund’s recent momentum, while GE Vernova and Edison International add steady power from the infrastructure side. On the flip side, NRG Energy and Constellation Energy have been lagging, occasionally pulling on the fund’s performance. Overall, the ETF is a U.S.-centric play on electric infrastructure, with a clear tilt toward power producers and grid-focused industrials.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Zebra Tech1.52%$3.00M$17.81B21.00%
72
Outperform
Tetra Tech1.13%$2.23M$9.07B-4.83%
73
Outperform
Acuity Brands1.10%$2.16M$10.76B12.83%
77
Outperform
Belden1.09%$2.14M$5.19B14.31%
70
Outperform
Trimble1.05%$2.07M$13.87B-29.24%
74
Outperform
Jacobs Solutions1.05%$2.06M$16.98B-0.35%
70
Outperform
Eaton1.01%$2.00M$174.27B23.56%
75
Outperform
Venture Global, Inc. Class A1.01%$1.99M$32.94B18.14%
58
Neutral
Ametek1.00%$1.97M$58.15B38.55%
79
Outperform
Emerson Electric Company1.00%$1.97M$88.28B20.27%
76
Outperform

ELFY Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
42.78
Negative
100DMA
42.62
Negative
200DMA
40.01
Positive
Market Momentum
MACD
-0.11
Negative
RSI
52.90
Neutral
STOCH
85.67
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For ELFY, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 41.54, equal to the 50-day MA of 42.78, and equal to the 200-day MA of 40.01, indicating a neutral trend. The MACD of -0.11 indicates Negative momentum. The RSI at 52.90 is Neutral, neither overbought nor oversold. The STOCH value of 85.67 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for ELFY.

ELFY Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$200.56M0.50%
66
Neutral
$954.00M0.69%
68
Neutral
$885.53M0.30%
65
Neutral
$879.70M0.66%
64
Neutral
$466.93M0.50%
69
Neutral
$458.37M0.39%
70
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
ELFY
ALPS Electrification Infrastructure ETF
42.39
9.03
27.07%
AIPO
Defiance AI & Power Infrastructure ETF
UFOX
Defiance Connective Technologies Etf
SAMT
Strategas Macro Thematic Opportunities ETF
ZAP
Global X U.S. Electrification ETF
POWR
Ishares U.S. Power Infrastructure 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.
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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