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NANC - ETF AI Analysis

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NANC

Unusual Whales Subversive Democratic Trading ETF (NANC)

Rating:74Outperform
Price Target:
NANC’s rating reflects a portfolio led by high-quality, growth-focused giants like Alphabet, Microsoft, and Apple, whose strong financial performance and leadership in AI, cloud, and consumer technology provide a solid foundation for the fund. However, holdings such as Philip Morris and CrowdStrike introduce some drag due to leverage, profitability challenges, and weaker technical trends. The main risk factor is the fund’s concentration in large, richly valued tech names, which can increase sensitivity to market swings and changes in sentiment toward the technology sector.
Positive Factors
Strong Overall Performance
The ETF has delivered solid gains so far this year, showing positive momentum for investors.
Leading Growth Companies in Top Holdings
Several of the largest positions, including major technology and healthcare names, have shown strong performance and help drive the fund’s returns.
Broad Sector Diversification
The fund spreads its investments across many sectors such as technology, communication services, health care, financials, and consumer stocks, which helps reduce the impact of weakness in any single industry.
Negative Factors
High Expense Ratio
The ETF charges relatively high annual fees, which can eat into long-term returns compared with lower-cost funds.
Heavy Tilt Toward Technology
A large portion of the portfolio is in technology stocks, making the fund more sensitive to downturns in that sector.
Single-Country Concentration
Almost all of the ETF’s holdings are in U.S. companies, offering little geographic diversification if the U.S. market struggles.

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

NANC Summary

NANC is the Unusual Whales Subversive Democratic Trading ETF, which builds a U.S. stock portfolio based on the public stock trades of Democratic members of Congress, rather than tracking a traditional index. It mainly holds large, well-known companies such as Nvidia, Alphabet (Google), Microsoft, Amazon, and Apple, with a big tilt toward technology and communication services. Someone might invest in NANC to get broad exposure to the U.S. market while following a unique “politicians’ picks” theme for potential growth. A key risk is that it’s heavily tilted toward tech stocks, so its price can swing up and down more than the overall market.
How much will it cost me?The expense ratio for the Unusual Whales Subversive Democratic Trading ETF (Ticker: NANC) is 0.74%, which means you’ll pay $7.40 per year for every $1,000 invested. This is higher than average because it is actively managed, requiring more research and oversight to track the trading activities of Democratic members of Congress.
What would affect this ETF?The NANC ETF, with significant exposure to technology and communication services sectors, could benefit from continued innovation and growth in these industries, as well as favorable global economic conditions. However, its reliance on trades influenced by Democratic congressional members may expose it to political risks, regulatory changes, or shifts in public sentiment that could negatively impact its performance. Additionally, fluctuations in the performance of top holdings like Nvidia and Microsoft could also drive the ETF's future outcomes.

NANC Top 10 Holdings

NANC leans heavily into Big Tech and semiconductors, with Nvidia and Applied Materials acting as twin engines for the fund thanks to their strong longer-term runs, even if Nvidia’s momentum has cooled a bit lately. Apple has been a bright spot, rising steadily and giving the portfolio a reliable tech backbone, while Microsoft and Amazon look more mixed, with recent softness tempering their earlier strength. CrowdStrike adds a fast-growing cybersecurity angle, and Philip Morris provides a steadier, defensive counterweight. Overall, it’s a tech-focused, mostly U.S.-centric story with a few global stabilizers.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Nvidia8.09%$22.47M$4.86T14.80%
76
Outperform
Alphabet Class C6.42%$17.83M$4.36T90.28%
82
Outperform
Microsoft6.35%$17.65M$3.45T-8.96%
79
Outperform
Amazon5.38%$14.96M$2.92T34.19%
71
Outperform
Applied Materials4.61%$12.82M$403.07B183.45%
77
Outperform
Apple4.34%$12.06M$4.54T49.21%
79
Outperform
CrowdStrike Holdings3.50%$9.71M$194.34B78.11%
67
Neutral
Philip Morris3.15%$8.75M$297.41B14.98%
61
Neutral
American Express2.76%$7.67M$227.07B15.45%
80
Outperform
Eli Lilly & Co2.59%$7.19M$1.08T45.82%
72
Outperform

NANC Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
49.73
Positive
100DMA
47.61
Positive
200DMA
46.53
Positive
Market Momentum
MACD
0.16
Negative
RSI
66.21
Neutral
STOCH
94.46
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NANC, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 49.86, equal to the 50-day MA of 49.73, and equal to the 200-day MA of 46.53, indicating a bullish trend. The MACD of 0.16 indicates Negative momentum. The RSI at 66.21 is Neutral, neither overbought nor oversold. The STOCH value of 94.46 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for NANC.

NANC Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$284.02M0.72%
74
Outperform
$814.58M0.55%
71
Outperform
$674.28M0.75%
63
Neutral
$608.96M0.62%
62
Neutral
$343.79M0.49%
67
Neutral
$296.14M0.89%
61
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
NANC
Unusual Whales Subversive Democratic Trading ETF
51.90
9.90
23.57%
RGEF
Rockefeller Global Equity ETF
KAT
Scharf ETF
DWLD
Davis Select Worldwide Etf
RGLO
Global Equity Active ETF
JSTC
Adasina Social Justice All Cap Global 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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