INRO - ETF AI Analysis

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BlackRock U.S. Industry Rotation ETF (INRO)

Rating:73Outperform

Price Target:―

INRO, the BlackRock U.S. Industry Rotation ETF, earns a solid overall rating largely because it is heavily invested in high-quality technology leaders like Apple, Microsoft, and Alphabet, which show strong financial performance, positive earnings outlooks, and promising growth in areas such as AI, cloud, and services. These strengths are partly offset by holdings like Amazon, Tesla, and T-Mobile, where high valuations, mixed or bearish technical signals, and some cash flow or expense concerns introduce more risk. The main risk factor is the fund’s significant tilt toward large, growth-oriented tech and communication companies, which can make performance more sensitive to shifts in sentiment toward these sectors.

Positive Factors

Broad Sector Diversification

The fund spreads its investments across many sectors, which can help reduce the impact if any single industry struggles.

Exposure to Major U.S. Leaders

Top holdings include many of the largest and most established U.S. companies, giving investors access to well-known market leaders.

Meaningful Communication Services and Financials Allocation

Significant exposure to communication services and financial stocks adds variety beyond pure technology, which can help balance returns across different parts of the market.

Negative Factors

Heavy Tilt Toward Technology

A large portion of the portfolio is in technology stocks, which can make the fund more sensitive to swings in that sector.

Weak Recent Performance

The ETF has shown slightly negative results so far this year and over the past month, signaling recent performance has been soft.

Higher Expense Ratio for a U.S. Equity ETF

The fund’s ongoing fee is on the higher side compared with many broad U.S. stock ETFs, which can modestly reduce long-term returns.

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

AUM31.39M

RegionNorth America

Expense Ratio0.42%

Beta1.07

IssueriShares

Inception DateMar 26, 2024

Dividend Yield0.68%

Asset ClassEquity

Index TrackedNo Underlying Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume1,480

30 Day Avg. Volume3,905

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

39.30

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering470

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

INRO Summary

The BlackRock U.S. Industry Rotation ETF (INRO) is an actively managed fund that invests across the whole U.S. stock market, shifting between different industries based on market and economic trends rather than tracking a fixed index. It holds many well-known companies such as Apple and Nvidia, with a large focus on technology and other major sectors like financials and communication services. Someone might consider INRO for broad U.S. stock diversification with the potential for added growth from its sector-rotation strategy. A key risk is that it is heavily tilted toward tech and can go up or down sharply with changes in that sector and the overall market.

How much will it cost me?The BlackRock U.S. Industry Rotation ETF (INRO) has an expense ratio of 0.42%, meaning you’ll pay $4.20 per year for every $1,000 invested. This cost is slightly higher than average because the fund is actively managed, with professionals making strategic decisions to rotate investments across industries based on market trends.

What would affect this ETF?The BlackRock U.S. Industry Rotation ETF (INRO) could benefit from growth in the technology sector, which makes up a significant portion of its holdings, especially if innovation and demand for tech products continue to rise. However, the ETF may face challenges if interest rates increase, as this could negatively impact high-growth sectors like technology and communication services. Additionally, broader economic slowdowns or regulatory changes affecting major companies like Nvidia, Apple, or Microsoft could pose risks to its performance.

INRO Top 10 Holdings

INRO is leaning heavily on Big Tech, with Nvidia, Apple, Microsoft, Alphabet, and Amazon steering the ship and giving the fund a clear tilt toward U.S. growth and AI themes. Alphabet and Amazon have been the bright spots lately, helping to offset choppier trading in Nvidia and Broadcom. Apple, Microsoft, Meta, and Tesla look more like dead weight for now, losing steam after strong runs. Despite its “total market” label, the fund’s story today is a tech-centric, U.S.-only bet with a handful of mega-caps driving the ride.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
NVDA	Nvidia	8.26%	$2.60M	$4.49T	35.01%	76 Outperform
AAPL	Apple	7.40%	$2.33M	$3.87T	7.96%	79 Outperform
MSFT	Microsoft	5.33%	$1.67M	$2.95T	-3.66%	79 Outperform
GOOGL	Alphabet Class A	3.27%	$1.03M	$3.66T	63.72%	85 Outperform
GOOG	Alphabet Class C	2.76%	$866.37K	$3.66T	62.42%	82 Outperform
AVGO	Broadcom	2.74%	$861.61K	$1.58T	45.81%	76 Outperform
AMZN	Amazon	2.67%	$838.80K	$2.16T	-9.64%	71 Outperform
META	Meta Platforms	2.59%	$812.54K	$1.62T	-8.60%	76 Outperform
TSLA	Tesla	2.02%	$634.42K	$1.54T	14.08%	73 Outperform
TMUS	T Mobile US	1.91%	$600.19K	$241.98B	-19.02%	76 Outperform

INRO Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

32.38

Negative

100DMA

32.05

Positive

200DMA

30.53

Positive

Market Momentum

MACD

-0.06

Positive

RSI

48.16

Neutral

STOCH

33.04

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For INRO, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 32.42, equal to the 50-day MA of 32.38, and equal to the 200-day MA of 30.53, indicating a neutral trend. The MACD of -0.06 indicates Positive momentum. The RSI at 48.16 is Neutral, neither overbought nor oversold. The STOCH value of 33.04 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for INRO.

INRO Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
INRO	―	―	$31.39M	0.42%	―
SOVF	―	―	$97.03M	0.75%	―
STNC	―	―	$95.09M	0.85%	―
RFDA	―	―	$82.76M	0.52%	―
VAMO	―	―	$79.42M	0.65%	―
SEPI	―	―	$71.19M	0.54%	―

Performance Comparison

INRO

BlackRock U.S. Industry Rotation ETF

32.26

3.62

12.64%

SOVF

Sovereign's Capital Flourish Fund

―

STNC

Stance Equity ESG Large Cap Core ETF

―

RFDA

RiverFront Dynamic US Dividend Advantage ETF

―

VAMO

Cambria Value & Momentum ETF

―

SEPI

Shelton Equity Premium Income 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.

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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