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BFOR - ETF AI Analysis
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ALPS Barron's 400 ETF (BFOR)
Rating:73Outperform
Price Target:
$88.00
Positive Factors
Strong Top Holdings
Several top positions, such as Idaho Strategic Resources and Stoke Therapeutics, have delivered strong year-to-date performance, supporting the ETF's overall returns.
Sector Diversification
The ETF is spread across multiple sectors, including Financials, Technology, and Industrials, which helps reduce risk from a downturn in any single industry.
Healthy Year-to-Date Performance
The fund has shown solid year-to-date performance, indicating resilience in its holdings despite short-term fluctuations.
Negative Factors
High Geographic Concentration
The ETF is heavily focused on U.S. companies, with minimal exposure to international markets, limiting global diversification.
Short-Term Underperformance
The fund has experienced a decline in one-month performance, which could signal short-term volatility or market sensitivity.
Moderate Expense Ratio
The ETF's expense ratio is higher than some low-cost alternatives, which could slightly reduce long-term returns for investors.
BFOR vs. SPDR S&P 500 ETF (SPY)
AUM178.25M
RegionNorth America
Expense Ratio0.65%
Beta0.98
IssuerALPS
Inception DateJun 04, 2013
Dividend Yield0.63%
Asset ClassEquity
Index TrackedBarron's 400 Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume3,119
30 Day Avg. Volume3,870
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
94.36Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering402
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
BFOR Summary
The ALPS Barron's 400 ETF (BFOR) is an investment fund that follows the Barron's 400 Index, which selects 400 companies with strong growth potential, solid financials, and good management practices. It includes a mix of industries like technology, healthcare, and financials, offering exposure to the broader U.S. market. Some well-known companies in this ETF are Micron Technology and Applied Materials. Investors might consider BFOR for diversification and the chance to invest in high-quality companies across various sectors. However, since it tracks the overall market, its value can rise and fall with market trends, making it sensitive to economic changes.
How much will it cost me?The ALPS Barron's 400 ETF (BFOR) has an expense ratio of 0.65%, meaning you’ll pay $6.50 per year for every $1,000 invested. This is higher than average because it’s actively managed, which involves more research and selection compared to passively managed ETFs that track broad indexes.
What would affect this ETF?The ALPS Barron's 400 ETF (BFOR), with its focus on U.S. companies across diverse sectors like financials, technology, and industrials, could benefit from economic growth, technological innovation, and increased consumer spending. However, it may face challenges from rising interest rates, regulatory changes, or sector-specific downturns, particularly in financials and technology. Its broad exposure to the U.S. market makes it sensitive to overall economic conditions and policy shifts.
BFOR Top 10 Holdings
The ALPS Barron's 400 ETF leans heavily into U.S. equities, with a balanced focus across sectors like financials, technology, and industrials. Recent performance has been buoyed by rising names like Idaho Strategic Resources and Stoke Therapeutics, both benefiting from strong financial results and positive market sentiment. Meanwhile, Applied Materials and Vertiv Holdings are steady contributors, though mixed technical signals hint at potential headwinds. The fund’s broad diversification across sectors and its emphasis on quality companies provide resilience, but its concentration in U.S. stocks means it’s closely tied to domestic market trends.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Western Digital | 0.42% | $761.00K | $55.93B | 134.10% | 78 Outperform | |
| Tetra Technologies | 0.41% | $728.78K | $997.75M | 107.12% | 81 Outperform | |
| NEXTracker, Inc. Class A | 0.40% | $715.25K | $15.81B | 160.66% | 80 Outperform | |
| Micron | 0.38% | $689.97K | $267.52B | 112.62% | 73 Outperform | |
| Globus Medical | 0.36% | $650.99K | $8.33B | 3.72% | 80 Outperform | |
| DigitalOcean Holdings | 0.35% | $632.35K | $4.31B | 28.52% | 73 Outperform | |
| Applied Materials | 0.35% | $625.79K | $186.04B | 19.81% | 77 Outperform | |
| Carpenter Technology | 0.35% | $622.22K | $15.73B | 85.14% | 74 Outperform | |
| Lam Research | 0.35% | $621.15K | $203.72B | 103.77% | 77 Outperform | |
| Argan | 0.34% | $617.86K | $4.30B | 100.64% | 77 Outperform |
BFOR Technical Analysis
Neutral
―
Price Trends
80.72
Negative
79.44
Positive
75.58
Positive
Market Momentum
-0.26
Positive
46.55
Neutral
25.93
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BFOR, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 80.33, equal to the 50-day MA of 80.72, and equal to the 200-day MA of 75.58, indicating a neutral trend. The MACD of -0.26 indicates Positive momentum. The RSI at 46.55 is Neutral, neither overbought nor oversold. The STOCH value of 25.93 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for BFOR.
BFOR Peer Comparison
Comparison Results
Performance Comparison
BFOR
ALPS Barron's 400 ETF
79.79
2.11
2.72%
SUSL
iShares ESG MSCI USA Leaders ETF
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SYLD
Cambria Shareholder Yield ETF
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PLDR
Putnam Sustainable Leaders ETF
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AUSF
Global X Adaptive U.S. Factor ETF
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ABFL
Fcf Us Quality Etf
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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.
Disclaimer
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.Date of analysis: ―
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