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ENFR - ETF AI Analysis

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ENFR

Alerian Energy Infrastructure ETF (ENFR)

Rating:69Neutral
Price Target:
ENFR, the Alerian Energy Infrastructure ETF, has a solid overall rating driven by strong core holdings like MPLX and Oneok, which combine robust financial performance, growth initiatives, and attractive dividends to support the fund’s quality. Other major positions such as DT Midstream and Enterprise Products Partners add stability through positive earnings and shareholder-focused strategies, while some holdings like Kinder Morgan and Cheniere Energy introduce risk with bearish technical trends and volatility. The main risk factor is the fund’s concentration in energy infrastructure, which can make it sensitive to sector-specific regulatory and market challenges.
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and over the last few months, indicating solid recent momentum.
Well-Performing Top Holdings
Most of the largest positions, including major pipeline and energy infrastructure companies, have delivered strong year-to-date returns that support the fund’s overall performance.
Moderate Expense Ratio
The fund’s expense ratio is reasonably low for a specialized energy infrastructure ETF, helping investors keep more of their returns.
Negative Factors
Heavy Sector Concentration
With the vast majority of assets in the energy sector, the ETF is highly sensitive to swings in energy prices and industry-specific news.
Limited Geographic Diversification
The portfolio is concentrated in North America, mainly the U.S., which reduces exposure to other global markets.
Top Holdings Make Up Large Share
A relatively small group of companies accounts for a significant portion of the fund, increasing the impact if any of these stocks experience weakness.

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

ENFR Summary

ENFR is the Alerian Energy Infrastructure ETF, which follows the Alerian Midstream Energy Select Index. It focuses on North American energy infrastructure companies that move, store, and process oil and natural gas. Top holdings include well-known pipeline operators like Enbridge and Kinder Morgan. Investors might consider ENFR for diversification and potential income from companies that earn fees for transporting energy rather than drilling for it. However, this ETF is heavily tied to the energy sector, so its value can go up or down with changes in energy prices and overall market conditions.
How much will it cost me?The Alerian Energy Infrastructure ETF (ENFR) has an expense ratio of 0.35%, meaning you’ll pay $3.50 per year for every $1,000 invested. This is slightly higher than average for passively managed ETFs because it focuses on a niche sector, energy infrastructure, which requires specialized tracking and management.
What would affect this ETF?The Alerian Energy Infrastructure ETF (ENFR) could benefit from increased energy demand and infrastructure expansion in North America, as well as stable cash flows from its focus on MLPs. However, it may face challenges from regulatory changes, fluctuating energy prices, or economic slowdowns that impact the energy sector. Its heavy exposure to U.S. energy companies and reliance on midstream operations makes it sensitive to these factors.

ENFR Top 10 Holdings

ENFR is very much a North American midstream story, with the fund’s fate tied to a tight cluster of U.S. and Canadian pipeline and infrastructure names. Williams, TC Energy, and especially a surging Targa Resources have been the main engines, giving the ETF a lift as demand for energy transport stays firm. On the flip side, big positions like Enbridge, Energy Transfer, Enterprise Products, and Oneok have been losing a bit of steam lately, creating some drag. Overall, it’s a concentrated bet on energy infrastructure rather than a broad, global mix.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Enbridge8.08%$41.02M$123.03B24.06%
69
Neutral
Energy Transfer7.86%$39.89M$70.10B15.24%
70
Outperform
Enterprise Products Partners7.00%$35.54M$84.14B22.05%
73
Outperform
Williams Co6.02%$30.58M$91.10B28.08%
76
Outperform
Cheniere Energy5.37%$27.26M$56.03B20.46%
71
Outperform
Plains GP Holdings5.15%$26.17M$19.97B32.02%
72
Outperform
Targa Resources5.02%$25.49M$61.06B72.41%
74
Outperform
Pembina Pipeline4.99%$25.33M$29.59B38.07%
70
Outperform
Kinder Morgan4.95%$25.15M$72.28B19.51%
68
Neutral
Oneok4.94%$25.10M$57.81B13.68%
82
Outperform

ENFR Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
38.89
Positive
100DMA
38.12
Positive
200DMA
34.76
Positive
Market Momentum
MACD
0.54
Negative
RSI
63.68
Neutral
STOCH
84.18
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For ENFR, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 39.26, equal to the 50-day MA of 38.89, and equal to the 200-day MA of 34.76, indicating a bullish trend. The MACD of 0.54 indicates Negative momentum. The RSI at 63.68 is Neutral, neither overbought nor oversold. The STOCH value of 84.18 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for ENFR.

ENFR Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$510.80M0.35%
69
Neutral
$882.49M0.40%
71
Outperform
$629.72M0.59%
71
Outperform
$576.89M0.38%
72
Outperform
$564.12M0.40%
74
Outperform
$385.94M0.35%
68
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
ENFR
Alerian Energy Infrastructure ETF
40.46
10.44
34.78%
TPYP
Tortoise North American Pipeline Fund
FCG
First Trust Natural Gas ETF
IEO
iShares U.S. Oil & Gas Exploration & Production ETF
RSPG
Invesco S&P 500 Equal Weight Energy ETF
XES
SPDR S&P Oil & Gas Equipment & Services 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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