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PFI
Invesco DWA Financial Momentum ETF
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PFI Holdings Information

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Holdings Count
50
Total Assets
33.65M
Top 10 Percentage
40.17%
Asset Class
Equity
Category
Sector
Region
North America
See the full list of holdings, find out what stocks are the most undervalued and get access to the all ETF's smart score and filters.Go Premium

Top Holdings

50 Holdings as of May 04, 2026
50 Holdings as of May 04, 2026
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
JPM
JPMorgan Chase & Co.
5.26%
$1.77M
―
$842.74B
23.72%
9 Buy
7 Hold
0 Sell
Moderate Buy
―
IBKR
Interactive Brokers Group
5.13%
$1.72M
―
$35.85B
77.28%
6 Buy
1 Hold
0 Sell
Strong Buy
―
MS
Morgan Stanley
4.80%
$1.61M
―
$300.73B
59.00%
7 Buy
5 Hold
0 Sell
Moderate Buy
―
AHR
American Healthcare REIT, Inc.
4.38%
$1.47M
―
$9.72B
54.74%
8 Buy
1 Hold
0 Sell
Strong Buy
―
LMND
Lemonade Inc
4.00%
$1.34M
―
$4.35B
88.87%
3 Buy
4 Hold
2 Sell
Hold
―
GS
Goldman Sachs Group
3.57%
$1.20M
―
$272.49B
65.08%
7 Buy
5 Hold
1 Sell
Moderate Buy
―
WELL
Welltower, Inc.
3.43%
$1.15M
―
$153.12B
43.91%
14 Buy
1 Hold
0 Sell
Strong Buy
―
CBOE
Cboe Global Markets
3.27%
$1.10M
―
$34.25B
41.13%
3 Buy
6 Hold
3 Sell
Hold
―
SPG
Simon Property Group
3.19%
$1.07M
―
$65.76B
25.27%
2 Buy
9 Hold
0 Sell
Hold
―
VTR
Ventas Inc
3.15%
$1.06M
―
$43.80B
32.24%
13 Buy
3 Hold
0 Sell
Strong Buy
―
Rows:
10

Sector Breakdown

80.34%Financial19.24%Real Estate0.41%General80.34%Financial
Financial
80.34%
Real Estate
19.24%
General
0.41%

Countries Breakdown

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

Breakdown By Smart Score

5.48%Outperform1018.51%Outperform911.97%Outperform815.69%Neutral722.43%Neutral613.65%Neutral56.98%Neutral45.29%Underperform37
The weighted average smart score of the PFI ETF is 7
10
5.48%
9
18.51%
8
11.97%
7
15.69%
6
22.43%
5
13.65%
4
6.98%
3
5.29%
2
0.00%
1
0.00%

PFI ETF News

See More PFI News
See More PFI News

PFI ETF FAQ

What are ETF PFI’s top 3 holdings?
PFI’s top 3 holdings are JPM, IBKR, MS.
    What is ETF PFI’s holdings count?
    ETF PFI’s is holdings 50 different assets.
      What are the total assets of ETF PFI?
      ETF PFI’s total assets are 33.65M.
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