BFLX - ETF AI Analysis
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iShares Flexible Equity Active ETF (BFLX)
BFLX, the iShares Flexible Equity Active ETF, earns a solid overall rating largely because it holds high-quality, growth-focused companies like Alphabet, ASML, Microsoft, and Apple, all supported by strong financial performance and long-term opportunities in AI, cloud, and advanced semiconductor equipment. Some holdings such as Fortinet, Amazon, and Visa show short-term technical weakness or premium valuations, which can limit near-term upside, and the fund’s heavy tilt toward large technology and growth names means investors are exposed to sector and valuation risk if sentiment toward these areas turns negative.
BFLX vs. SPDR S&P 500 ETF (SPY)
- AUM
- 2.21B
- Region
- Global
- Expense Ratio
- 0.40%
- Beta
- 0.93
- Issuer
- iShares
- Inception Date
- May 19, 2026
- Dividend Yield
- N/A
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
BFLX Summary
The iShares Flexible Equity Active ETF (BFLX) is an actively managed fund that aims to give you broad stock market exposure rather than tracking a single index. It mainly invests in U.S. companies across many sectors, with a focus on technology and financials. Well-known holdings include Nvidia and Apple. Because it can adjust its mix of investments over time, someone might use BFLX as a one-stop, diversified stock holding with room for active management. However, it still invests heavily in stocks, so its value can rise and fall significantly with the overall market.
How much will it cost me?
This ETF has an expense ratio of 0.40%, which means you’ll pay about $4 per year for every $1,000 you invest. That’s higher than the cost of many index (passive) ETFs because this fund is actively managed, giving the managers more flexibility to pick investments and adjust to market conditions.
What would affect this ETF?
This global, flexible equity ETF could benefit if technology and consumer-related companies like Nvidia, Apple, Amazon, and major retailers keep growing, and if economic conditions and interest rates support stock markets worldwide, giving its active managers more opportunities to add value. On the other hand, a downturn in tech, weaker consumer spending, rising interest rates, or missteps in active decisions such as sector or regional shifts and use of derivatives could hurt performance compared with simpler index-based funds.
BFLX Top 10 Holdings
BFLX is leaning heavily on Big Tech, with Microsoft and Apple acting as steady engines of growth, while Nvidia and Fortinet add more turbocharged—but occasionally choppy—momentum from the AI and cybersecurity themes. Amazon has been more mixed lately, sometimes pulling its weight, sometimes feeling a bit sluggish. On the flip side, industrial and logistics names like JB Hunt and Applied Materials have been lagging, occasionally putting a drag on returns. Overall, it’s a tech-tilted, globally focused portfolio, but dominated by U.S. giants at the core.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NVDA | Nvidia | 4.65% | $101.91M | $4.93T | 0.86% | 76Outperform |
 MSFT | Microsoft | 4.66% | $102.29M | $3.88T | -0.73% | 79Outperform |
 AAPL | Apple | 3.90% | $85.46M | $5.03T | 26.98% | 79Outperform |
 FTNT | Fortinet | 2.09% | $45.79M | $99.84B | 61.62% | 71Outperform |
 RL | Ralph Lauren | 2.37% | $51.96M | $23.39B | 21.68% | 78Outperform |
 GOOG | Alphabet Class C | 1.97% | $43.16M | $3.41T | -1.31% | 82Outperform |
 V | Visa | 2.28% | $50.11M | $782.42B | 19.87% | 70Outperform |
 ASML | ASML Holding | 2.16% | $47.48M | $602.71B | 45.60% | 81Outperform |
 AMZN | Amazon | 2.02% | $44.28M | $2.59T | 7.85% | 71Outperform |
 UNH | UnitedHealth | 1.76% | $38.67M | $365.29B | 18.05% | 72Outperform |
BFLX Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BFLX, the sentiment is Negative. The current price of 25.25 is below the 20-day moving average (MA) of 25.87, below the 50-day MA of 25.83, and compared to the 200-day MA of , indicating a neutral trend. The MACD of -0.06 indicates Positive momentum. The RSI at 36.37 is Neutral, neither overbought nor oversold. The STOCH value of 50.20 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for BFLX.
BFLX Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| BFLX | $25.25 | $28.00(10.89% Upside) | $2.21B | 0.40% | 70Neutral |
 JGLO | $70.74 | $89.70(26.81% Upside) | $6.29B | 0.47% | 71Outperform |
 CGDG | $38.43 | $44.37(15.45% Upside) | $5.94B | 0.47% | 68Neutral |
 CGGE | $33.92 | $42.96(26.66% Upside) | $3.30B | 0.47% | 68Neutral |
 BDYN | $27.10 | $32.67(20.55% Upside) | $3.16B | 0.39% | 66Neutral |
 BDVL | $26.48 | $30.93(16.81% Upside) | $1.79B | 0.39% | 67Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| BFLX | iShares Flexible Equity Active ETF | 25.25 | -0.02 | -0.09% | |
| JGLO | JPMorgan Global Select Equity ETF | 70.74 | 3.35 | 4.98% | |
| CGDG | Capital Group Dividend Growers ETF | 38.43 | 4.45 | 13.10% | |
| CGGE | Capital Group Global Equity ETF | 33.92 | 2.77 | 8.87% | |
| BDYN | iShares Dynamic Equity Active ETF | 27.10 | 1.69 | 6.66% | |
| BDVL | iShares Disciplined Volatility Equity Active ETF Trust Unit | 26.48 | 2.33 | 9.64% |
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.