BFLX - ETF AI Analysis
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iShares Flexible Equity Active ETF (BFLX)
Rating:68Neutral
Price Target:―
Positive Factors
Strong Mega-Cap Tech Leaders
Top holdings like Nvidia, Apple, Microsoft, and Amazon have shown strong to steady performance, helping support the ETF’s overall returns.
Broad Sector Diversification
The fund spreads its investments across many sectors, including technology, financials, industrials, and consumer stocks, which can help reduce the impact of weakness in any single area.
Healthy Fund Size
With over $2 billion in assets, the ETF is a sizable fund, which can support trading liquidity and ongoing management.
Negative Factors
Heavy U.S. Concentration
With the vast majority of its holdings in U.S. companies, the fund offers limited diversification across global markets.
Recent Short-Term Weakness
The ETF has experienced weak one-month and three-month performance, which may signal near-term volatility or pressure on its holdings.
Moderate Expense Ratio
The fund’s expense ratio is not especially low for an ETF, meaning fees could eat into returns compared with cheaper index alternatives.
BFLX vs. SPDR S&P 500 ETF (SPY)
AUM2.12B
RegionGlobal
Expense Ratio0.40%
Beta0.93
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. Volume352,493
30 Day Avg. Volume1,031,954
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
30.03Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering127
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 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 Apple and Microsoft acting as steady engines of growth, while Nvidia adds a more volatile but still rising AI-powered spark. Fortinet has been a standout, quietly powering ahead and giving the fund extra lift from cybersecurity. On the flip side, consumer names like Ralph Lauren and industrial players such as JB Hunt and Parker Hannifin have been losing steam lately, tugging at returns. Overall, the ETF is tech-tilted but still broadly diversified across sectors, with a global equity footprint anchored in major U.S. names.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 5.69% | $118.12M | $5.15T | 24.46% | 76 Outperform | |
| Apple | 4.72% | $97.97M | $4.85T | 41.67% | 79 Outperform | |
| Microsoft | 4.59% | $95.30M | $3.64T | -3.90% | 79 Outperform | |
| Visa | 3.20% | $66.56M | $692.54B | 9.39% | 70 Outperform | |
| Fortinet | 2.90% | $60.24M | $126.03B | 113.09% | 71 Outperform | |
| Amazon | 2.60% | $53.93M | $2.65T | 8.63% | 71 Outperform | |
| Ralph Lauren | 2.03% | $42.15M | $20.14B | 6.08% | 78 Outperform | |
| JB Hunt | 1.88% | $39.08M | $22.23B | 75.33% | 67 Neutral | |
| Parker Hannifin | 1.77% | $36.69M | $115.81B | 22.44% | 79 Outperform | |
| Applied Materials | 1.68% | $34.92M | $329.64B | 119.96% | 77 Outperform |
BFLX Technical Analysis
Negative
―
Price Trends
25.76
Negative
Market Momentum
-0.07
Positive
46.62
Neutral
36.31
Neutral
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 undefined is equal to the 20-day moving average (MA) of 25.78, equal to the 50-day MA of 25.76, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of -0.07 indicates Positive momentum. The RSI at 46.62 is Neutral, neither overbought nor oversold. The STOCH value of 36.31 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
Performance Comparison
BFLX
iShares Flexible Equity Active ETF
25.64
0.30
1.18%
JGLO
JPMorgan Global Select Equity ETF
―
―
―
CGDG
Capital Group Dividend Growers ETF
―
―
―
CGGE
Capital Group Global Equity ETF
―
―
―
BDYN
iShares Dynamic Equity Active 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: ―
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