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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, mainly driven by strong, income-focused energy infrastructure names like Oneok and DT Midstream, which show healthy financial performance, supportive earnings calls, and growing dividends. Other key holdings such as Targa Resources and Enterprise Products Partners add to the fund’s appeal through strategic growth initiatives and stable profitability, though high leverage, valuation concerns, and some bearish or neutral technical signals across several holdings slightly weigh on the rating. The main risk factor is the fund’s concentration in energy infrastructure, where high debt levels, regulatory challenges, and sector-specific volatility can impact performance.
Positive Factors
Strong Recent Year-to-Date Performance
The ETF has delivered strong gains so far this year, helped by solid results from many of its holdings.
Leading Energy Infrastructure Holdings
Several of the largest positions, including major pipeline and midstream companies, have shown strong performance, supporting the fund’s overall returns.
Moderate Expense Ratio
The fund’s fee is moderate for a specialized energy infrastructure ETF, allowing investors to keep more of their returns compared with many actively managed funds.
Negative Factors
Heavy Concentration in Energy Sector
With nearly all assets in energy-related companies, the ETF is highly sensitive to swings in the energy market and commodity prices.
Recent Short-Term Weakness
The ETF has experienced a weak one-month stretch, showing that returns can be volatile over shorter periods.
Limited Sector and Geographic Diversification
Exposure is focused mainly on North American energy infrastructure, offering little diversification across other sectors or regions.

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

ENFR Summary

The Alerian Energy Infrastructure ETF (ENFR) follows the Alerian Midstream Energy Select Index and focuses on North American energy infrastructure companies that move, store, and process oil and gas. It holds well-known names like Enbridge and Cheniere Energy, giving investors a simple way to invest in the “toll roads” of the energy world rather than in drillers. Someone might consider ENFR for potential income and diversification within the energy sector. A key risk is that it is heavily tied to energy prices and the health of the energy industry, so its value can rise and fall sharply.
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 a pure play on North American energy infrastructure, with performance largely riding on a tight group of big midstream names. Cheniere Energy has been a standout, powering ahead on strong results, while Targa Resources and Plains GP add more fuel with solid, rising trends. Enterprise Products Partners and Energy Transfer are steady workhorses, supporting the fund with dependable, if less flashy, gains. On the softer side, Enbridge and Pembina have been lagging a bit, showing that even this pipeline-heavy, U.S.-tilted portfolio isn’t moving in a straight line.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Enbridge8.13%$35.29M$116.58B12.46%
69
Neutral
Energy Transfer8.04%$34.90M$65.64B10.24%
70
Outperform
Enterprise Products Partners7.55%$32.80M$82.15B21.84%
73
Outperform
Williams Co6.19%$26.88M$88.27B20.03%
76
Outperform
Oneok5.20%$22.57M$55.13B-0.14%
82
Outperform
Cheniere Energy5.14%$22.33M$54.02B9.18%
71
Outperform
Plains GP Holdings5.11%$22.18M$17.64B20.32%
72
Outperform
Targa Resources5.10%$22.14M$51.70B34.61%
74
Outperform
DT Midstream5.01%$21.75M$13.74B36.72%
78
Outperform
TC Energy4.93%$21.43MC$88.28B23.20%
70
Outperform

ENFR Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
37.34
Positive
100DMA
34.72
Positive
200DMA
32.69
Positive
Market Momentum
MACD
>-0.01
Negative
RSI
62.58
Neutral
STOCH
91.06
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 37.21, equal to the 50-day MA of 37.34, and equal to the 200-day MA of 32.69, indicating a bullish trend. The MACD of >-0.01 indicates Negative momentum. The RSI at 62.58 is Neutral, neither overbought nor oversold. The STOCH value of 91.06 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
$441.68M0.35%
69
Neutral
$881.91M0.40%
71
Outperform
$750.95M0.57%
71
Outperform
$603.83M0.40%
74
Outperform
$589.47M0.38%
73
Outperform
$519.31M0.35%
68
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
ENFR
Alerian Energy Infrastructure ETF
38.14
8.77
29.86%
TPYP
Tortoise North American Pipeline Fund
FCG
First Trust Natural Gas ETF
RSPG
Invesco S&P 500 Equal Weight Energy ETF
IEO
iShares U.S. Oil & Gas Exploration & Production 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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