BFLX - ETF AI Analysis
Top Page
iShares Flexible Equity Active ETF (BFLX)
Rating:67Neutral
Price Target:―
Positive Factors
Strong Top Growth Holdings
Several of the largest positions, including Nvidia, Apple, Alphabet, and Amazon, have shown strong gains this year, helping support the fund’s overall performance.
Broad Sector Diversification
The ETF spreads its investments across many sectors such as technology, industrials, consumer, financials, and health care, which helps reduce the impact if one area of the market struggles.
Active Flexible Strategy
As an actively managed, flexible equity fund, the managers can adjust holdings over time in response to changing market conditions and opportunities.
Negative Factors
Heavy Tilt Toward Technology
With a large share of assets in technology stocks, the fund could be hit hard if that sector experiences a downturn.
High U.S. Concentration
The ETF invests almost entirely in U.S. companies, offering little geographic diversification if the U.S. market weakens.
Moderate Expense Ratio
The fund’s expense ratio is higher than many low-cost index ETFs, which means more of the returns go toward fees instead of to investors.
BFLX vs. SPDR S&P 500 ETF (SPY)
AUM1.61B
RegionGlobal
Expense Ratio0.40%
Beta0.85
IssueriShares
Inception DateMay 19, 2026
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume199,297
30 Day Avg. Volume1,395,161
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
28.86Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering133
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
BFLX Summary
The iShares Flexible Equity Active ETF (BFLX) is an actively managed fund that aims to give you broad stock market exposure, mainly in the U.S., without tracking a specific index. It invests in many types of companies—large, medium, and small—from sectors like technology, consumer, and financials. Well-known holdings include Nvidia and Apple. Someone might consider BFLX for diversified stock exposure in a single fund, with managers who can adjust the portfolio as markets change. However, it is heavily tilted toward technology and stocks in general, so its value can go up and down significantly with the stock 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 leans heavily on Big Tech, with Apple and Nvidia acting as key engines: Apple has been steadily rising, while Nvidia’s recent wobble hasn’t derailed its longer-term uptrend. Microsoft and Alphabet are more mixed, occasionally losing steam and tempering the tech-heavy tilt. Outside tech, discount retailers like Ross Stores and TJX offer a consumer cushion, though TJX has been lagging lately. JB Hunt’s strong run adds industrial strength to the mix. Overall, it’s a globally oriented, tech-centric portfolio with a few resilient U.S. cyclicals balancing the ride.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Apple | 4.56% | $71.06M | $4.54T | 52.64% | 79 Outperform | |
| Nvidia | 4.12% | $64.28M | $4.86T | 11.53% | 76 Outperform | |
| Microsoft | 3.59% | $56.05M | $3.45T | -13.24% | 79 Outperform | |
| JB Hunt | 2.87% | $44.78M | $25.52B | 94.72% | 67 Neutral | |
| Ross Stores | 2.76% | $43.09M | $80.54B | 83.25% | 80 Outperform | |
| TJX Companies | 2.74% | $42.69M | $173.81B | 24.87% | 79 Outperform | |
| Alphabet Class C | 2.54% | $39.62M | $4.36T | 82.20% | 82 Outperform | |
| Ralph Lauren | 2.34% | $36.51M | $22.64B | 29.47% | 78 Outperform | |
| Amazon | 2.23% | $34.82M | $2.92T | 34.19% | 71 Outperform | |
| Parker Hannifin | 2.04% | $31.82M | $123.13B | 35.81% | 79 Outperform |
BFLX Technical Analysis
Positive
―
Price Trends
25.43
Positive
Market Momentum
-0.02
Negative
57.00
Neutral
82.05
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BFLX, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 25.37, equal to the 50-day MA of 25.43, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of -0.02 indicates Negative momentum. The RSI at 57.00 is Neutral, neither overbought nor oversold. The STOCH value of 82.05 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BFLX.
BFLX Peer Comparison
Comparison Results
Performance Comparison
BFLX
iShares Flexible Equity Active ETF
25.72
0.38
1.50%
JGLO
JPMorgan Global Select Equity ETF
―
―
―
CGDG
Capital Group Dividend Growers ETF
―
―
―
BDYN
iShares Dynamic Equity Active ETF
―
―
―
CGGE
Capital Group Global Equity ETF
―
―
―
BDVL
iShares Disciplined Volatility Equity Active ETF Trust Unit
―
―
―
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: ―
Table of Contents