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Invesco Raymond James Sb-1 Equity Etf
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UPGD Holdings Information

Compare
Holdings Count
51
Total Assets
108.55M
Top 10 Percentage
24.26%
Asset Class
Equity
Category
Size And Style
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
51 Holdings as of Feb 26, 2026
51 Holdings as of Feb 26, 2026
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
ODFL
Old Dominion Freight Line
2.79%
$3.05M
―
$42.32B
15.04%
6 Buy
11 Hold
3 Sell
Hold
―
DG
Dollar General Corp
2.78%
$3.03M
―
$34.39B
110.62%
10 Buy
7 Hold
1 Sell
Moderate Buy
―
CAT
Caterpillar
2.44%
$2.67M
―
$345.63B
115.97%
11 Buy
6 Hold
1 Sell
Moderate Buy
―
BMY
Bristol-Myers Squibb Company
2.40%
$2.62M
―
$127.01B
4.61%
8 Buy
11 Hold
1 Sell
Moderate Buy
―
DE
Deere & Company
2.34%
$2.56M
―
$170.09B
30.97%
9 Buy
6 Hold
1 Sell
Moderate Buy
―
EL
Estée Lauder
2.34%
$2.56M
―
$39.60B
52.23%
9 Buy
12 Hold
0 Sell
Moderate Buy
―
CLX
Clorox Company
2.32%
$2.53M
―
$15.38B
-18.69%
1 Buy
11 Hold
3 Sell
Hold
―
PCAR
Paccar
2.31%
$2.52M
―
$66.31B
17.58%
4 Buy
5 Hold
0 Sell
Moderate Buy
―
HSY
The Hershey Company
2.28%
$2.49M
―
$47.89B
36.81%
4 Buy
14 Hold
0 Sell
Hold
―
NOC
Northrop Grumman Corp.
2.26%
$2.47M
―
$102.81B
56.88%
11 Buy
5 Hold
0 Sell
Moderate Buy
―
Rows:
10

Sector Breakdown

34.46%Industrials21.82%Consumer Defensive12.10%Consumer Cyclical10.90%Technology9.46%Healthcare7.70%Utilities2.11%Communication Services1.44%Financial34.46%Industrials
Industrials
34.46%
Consumer Defensive
21.82%
Consumer Cyclical
12.10%
Technology
10.90%
Healthcare
9.46%
Utilities
7.70%
Communication Services
2.11%
Financial
1.44%

Countries Breakdown

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

Breakdown By Smart Score

6.66%Outperform107.79%Outperform917.37%Outperform812.42%Neutral724.85%Neutral67.39%Neutral516.25%Neutral44.00%Underperform31.26%Underperform22.01%Underperform16
The weighted average smart score of the UPGD ETF is 6
10
6.66%
9
7.79%
8
17.37%
7
12.42%
6
24.85%
5
7.39%
4
16.25%
3
4.00%
2
1.26%
1
2.01%

UPGD ETF News

Lockheed, RTX, Wells Fargo, Caterpillar, Chipotle Insider Shock
PremiumWeekend Updates

Lockheed, RTX, Wells Fargo, Caterpillar, Chipotle Insider Shock

1d ago
CAT
CMG
Affirm, Deere, BlackRock, Block, Bloom Trending With Analysts
PremiumWeekend Updates

Affirm, Deere, BlackRock, Block, Bloom Trending With Analysts

1d ago
BE
DE
Veteran Old Dominion Leader Makes Eye‑Catching Insider Move
PremiumInsider Trading

Veteran Old Dominion Leader Makes Eye‑Catching Insider Move

1d ago
ODFL
Prothena expects to end year with $255M in cash, equivalents
PremiumThe Fly

Prothena expects to end year with $255M in cash, equivalents

2d ago
BMY
NVO
See More UPGD News
See More UPGD News

UPGD ETF FAQ

What are ETF UPGD’s top 3 holdings?
UPGD’s top 3 holdings are ODFL, DG, CAT.
    What is ETF UPGD’s holdings count?
    ETF UPGD’s is holdings 51 different assets.
      What are the total assets of ETF UPGD?
      ETF UPGD’s total assets are 108.55M.
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