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IVE Holdings Information

IVE has a total of 402 holdings. The top 10 holdings account for 29.33%.
Holdings Count
402
Total Assets
34.55B
Top 10 Percentage
29.33%
Asset Class
Equity
Category
Size And Style
Region
North America
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402 Holdings as of Jan 15, 2025
402 Holdings as of Jan 15, 2025
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
Apple Inc
8.02%
$2.80B
$3.51T
30.21%
19 Buy
7 Hold
3 Sell
Moderate Buy
Microsoft
6.28%
$2.20B
$3.09T
9.46%
27 Buy
2 Hold
0 Sell
Strong Buy
Amazon.Com, Inc.
3.62%
$1.27B
$2.29T
47.22%
48 Buy
1 Hold
0 Sell
Strong Buy
Unitedhealth Group Inc.
2.06%
$721.54M
$500.40B
4.67%
17 Buy
0 Hold
0 Sell
Strong Buy
Exxon Mobil Corp.
2.02%
$707.11M
$482.23B
14.98%
13 Buy
5 Hold
0 Sell
Moderate Buy
Berkshire Hathaway B
1.77%
$618.40M
$970.84B
26.97%
1 Buy
1 Hold
0 Sell
Moderate Buy
Procter & Gamble Company
1.55%
$542.46M
$376.19B
6.48%
12 Buy
6 Hold
0 Sell
Moderate Buy
Johnson & Johnson
1.44%
$503.58M
$348.50B
-9.64%
4 Buy
7 Hold
0 Sell
Moderate Buy
Bank of America
1.30%
$453.63M
$351.26B
48.11%
15 Buy
2 Hold
0 Sell
Strong Buy
JPMorgan Chase & Co.
1.26%
$440.76M
$696.71B
51.03%
11 Buy
8 Hold
1 Sell
Moderate Buy
Rows:
10

Sector Breakdown

24.61%Technology15.37%Financial15.27%Healthcare9.37%Consumer Cyclical8.42%Industrials7.03%Consumer Defensive6.26%Energy3.64%Communication Services3.62%Utilities3.30%Basic Materials2.97%Real Estate0.11%Consumer Goods0.04%General24.61%Technology
Technology
24.61%
Financial
15.37%
Healthcare
15.27%
Consumer Cyclical
9.37%
Industrials
8.42%
Consumer Defensive
7.03%
Energy
6.26%
Communication Services
3.64%
Utilities
3.62%
Basic Materials
3.30%
Real Estate
2.97%
Consumer Goods
0.11%
General
0.04%

Countries Breakdown

100.00%United States100.00%United States
United States
100.00%

Breakdown By Smart Score

10.49%Outperform1014.68%Outperform918.21%Outperform816.58%Neutral714.52%Neutral69.07%Neutral512.05%Neutral42.87%Underperform31.12%Underperform20.41%Underperform17
The weighted average smart score of the IVE ETF is 7
10
10.49%
9
14.68%
8
18.21%
7
16.58%
6
14.52%
5
9.07%
4
12.05%
3
2.87%
2
1.12%
1
0.41%

IVE ETF FAQ

What are ETF IVE’s top 3 holdings?
IVE’s top 3 holdings are AAPL, MSFT, AMZN.
    What is ETF IVE’s holdings count?
    ETF IVE’s is holdings 402 different assets.
      What are the total assets of ETF IVE?
      ETF IVE’s total assets are 34.55B.
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