BFOR - ETF AI Analysis
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ALPS Barron's 400 ETF (BFOR)
BFOR vs. SPDR S&P 500 ETF (SPY)
- AUM
- 244.52M
- Region
- North America
- Expense Ratio
- 0.65%
- Beta
- 0.91
- Issuer
- ALPS
- Inception Date
- Jun 03, 2013
- Dividend Yield
- 0.52%
- Asset Class
- Equity
- Index Tracked
- Barron's 400 Index
BFOR Summary
The ALPS Barron's 400 ETF (BFOR) follows the Barron's 400 Index, which picks 400 strong, growing U.S. companies from across the total stock market. It spreads your money across many sectors, including financials, technology, health care, and industrials, with most holdings in the United States. Well-known names in the fund include Hasbro and Intuitive Surgical. Someone might invest in BFOR to get broad diversification with a focus on quality companies that aim for growth. A key risk is that the ETF can rise or fall with the overall stock market, so your investment value may fluctuate.
How much will it cost me?
This ETF has an expense ratio of 0.65%, which means you’ll pay about $6.50 per year for every $1,000 you invest. That’s higher than the average low-cost index ETF because this fund uses a more specialized, rules-based selection of 400 companies rather than simple, fully passive market tracking.
What would affect this ETF?
BFOR could benefit if the U.S. economy stays healthy, supporting its broad mix of financial, technology, industrial, and health care companies, and if innovation and consumer spending boost top holdings like PTC, Veeva Systems, and Hasbro. On the downside, rising interest rates, tighter financial regulations, or an economic slowdown could hurt its financial and consumer-focused stocks, while sector-specific issues in health care or technology could weigh on several of its key holdings.
BFOR Top 10 Holdings
BFOR’s story is driven by a mix of rising health care and tech names, with CareDx and ADMA Biologics powering ahead and giving the fund a strong medical tailwind, even as ADMA’s longer-term trend has been mixed. On the tech side, Qualys and PTC have been steadily climbing, adding a cybersecurity and software flavor to returns, while Cadence Design has been more subdued lately. Consumer names like Hasbro and Carnival are recovering but still feel a bit heavy, occasionally dragging on performance. Overall, it’s a U.S.-focused blend tilted toward innovative health care and technology.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 FIGS | FIGS | 0.38% | $915.90K | $3.54B | 173.56% | 74Outperform |
 PTC | PTC | 0.36% | $860.18K | $21.24B | -0.93% | 73Outperform |
 CDNA | CareDx | 0.42% | $1.00M | $4.59B | 504.08% | 77Outperform |
 HAS | Hasbro | 0.33% | $788.49K | $16.66B | 55.57% | 56Neutral |
 QLYS | Qualys | 0.32% | $778.14K | $7.75B | 81.05% | 78Outperform |
 CCL | Carnival | 0.32% | $767.92K | $38.77B | 1.76% | 78Outperform |
 A | Agilent | 0.30% | $715.22K | $49.30B | 21.98% | 73Outperform |
 ADMA | ADMA Biologics | 0.31% | $750.04K | $2.56B | -25.28% | 78Outperform |
 CDNS | Cadence Design | 0.29% | $705.29K | $89.97B | -2.44% | 78Outperform |
 VCYT | Veracyte | 0.30% | $729.35K | $4.02B | 41.55% | 76Outperform |
BFOR Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BFOR, the sentiment is Negative. The current price of 23.44 is below the 20-day moving average (MA) of 23.45, below the 50-day MA of 23.54, and above the 200-day MA of 22.69, indicating a neutral trend. The MACD of 0.02 indicates Negative momentum. The RSI at 49.39 is Neutral, neither overbought nor oversold. The STOCH value of 71.95 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for BFOR.
BFOR Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| BFOR | $23.44 | $26.00(10.92% Upside) | $244.52M | 0.65% | 72Outperform |
 HLAL | $71.52 | $91.44(27.86% Upside) | $972.36M | 0.50% | 76Outperform |
 SEUS | $25.65 | $30.86(20.31% Upside) | $946.37M | 0.30% | 73Outperform |
 AUSF | $51.89 | $57.36(10.54% Upside) | $902.41M | 0.27% | 71Outperform |
 BGDV | $31.27 | $37.04(18.46% Upside) | $877.55M | 0.45% | 74Outperform |
 AAUB | $49.94 | $60.71(21.58% Upside) | $845.51M | 0.10% | 66Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| BFOR | ALPS Barron's 400 ETF | 23.44 | 3.57 | 17.96% | |
| HLAL | Wahed FTSE USA Shariah ETF | 71.52 | 10.37 | 16.96% | |
| SEUS | SEI QiM U.S. Equity Factor Allocation Active ETF | 25.65 | 0.39 | 1.53% | |
| AUSF | Global X Adaptive U.S. Factor ETF | 51.89 | 8.17 | 18.69% | |
| BGDV | Bahl & Gaynor Dividend ETF | 31.27 | 5.03 | 19.16% | |
| AAUB | Alpha Architect US Equity 4 ETF | 49.94 | 0.45 | 0.91% |
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.