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ELFY - ETF AI Analysis

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ELFY

ALPS Electrification Infrastructure ETF (ELFY)

Rating:67Neutral
Price Target:
ELFY, the ALPS Electrification Infrastructure ETF, earns a solid overall rating largely because many of its key holdings—like Comfort Systems USA, nVent Electric, Powell Industries, and IES Holdings—show strong financial performance, healthy revenue growth, and supportive earnings call commentary, which point to well-managed businesses benefiting from electrification trends. These strengths are slightly offset by valuation concerns and some bearish or overbought technical signals across several holdings, and by weaker names like Applied Optoelectronics that face profitability and cash flow challenges, making the main risk that investors may be paying high prices for companies whose stocks could be more volatile.
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and in recent months, indicating positive momentum in its strategy.
Beneficial Sector Mix for Electrification Theme
Heavy exposure to utilities, industrials, and technology aligns well with the electrification infrastructure theme and spreads risk across several key industries.
Broadly Distributed Top Holdings
The top positions each make up only a small slice of the fund, reducing the impact if any single company runs into trouble.
Negative Factors
Moderate Expense Ratio
The fund’s fee is not especially low, which slightly reduces the net return investors keep over time.
High U.S. Concentration
With most assets in U.S. companies, the ETF offers limited geographic diversification and is heavily tied to the U.S. market.
Thematic and Sector Risk
Because the ETF is focused on electrification-related sectors, it may be more sensitive to policy changes, technology shifts, or slowdowns in infrastructure spending.

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

ELFY Summary

The ALPS Electrification Infrastructure ETF (ELFY) is built around the electrification theme and tracks the Ladenburg Thalmann Electrification Infrastructure Index. It invests mainly in U.S. companies that help build and support electric power systems, including renewable energy, electric vehicle infrastructure, and smart grids. The fund holds a wide mix of utilities, industrial, and technology stocks, with names like Corning and Bloom Energy among its positions. Someone might consider ELFY for growth potential tied to the long-term shift toward cleaner electric power. A key risk is that it is focused on one theme, so it can go up and down more than the overall market.
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 riding the electrification wave with a bench of industrial and power-tech names doing much of the heavy lifting. Applied Optoelectronics has been the real spark plug lately, surging on improving sentiment despite underlying financial challenges, while Bloom Energy and Vicor are also rising and helping pull the fund higher. GE Vernova and Powell Industries add steady momentum as core infrastructure plays. Overall, the ETF leans heavily into U.S.-based utilities and industrials tied to the grid and power equipment, making it a focused bet on the buildout of electrified infrastructure.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Bloom Energy1.53%$2.76M$82.10B1668.63%
62
Neutral
Applied Optoelectronics1.36%$2.45M$13.66B1097.92%
52
Neutral
Powell Industries1.31%$2.37M$9.83B321.89%
76
Outperform
Argan1.27%$2.29M$9.73B321.54%
73
Outperform
nVent Electric1.26%$2.27M$26.31B166.44%
76
Outperform
Vicor1.26%$2.27M$11.39B520.88%
73
Outperform
IES Holdings1.20%$2.17M$12.48B160.30%
76
Outperform
MasTec1.20%$2.17M$33.61B196.29%
74
Outperform
Primoris Services1.17%$2.12M$10.06B176.65%
75
Outperform
Comfort Systems1.17%$2.12M$66.60B334.64%
80
Outperform

ELFY Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
40.97
Positive
100DMA
39.14
Positive
200DMA
37.03
Positive
Market Momentum
MACD
0.86
Negative
RSI
65.50
Neutral
STOCH
83.39
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 42.40, equal to the 50-day MA of 40.97, and equal to the 200-day MA of 37.03, indicating a bullish trend. The MACD of 0.86 indicates Negative momentum. The RSI at 65.50 is Neutral, neither overbought nor oversold. The STOCH value of 83.39 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
$181.42M0.50%
67
Neutral
$882.64M0.30%
68
Neutral
$783.37M0.35%
64
Neutral
$743.26M0.56%
67
Neutral
$443.91M0.50%
69
Neutral
$295.08M0.40%
70
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
ELFY
ALPS Electrification Infrastructure ETF
43.76
15.04
52.37%
UFOX
Defiance Connective Technologies Etf
XTL
SPDR S&P Telecom ETF
QCLN
First Trust Nasdaq Clean Edge Green Energy Index Fund
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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