BFOR - ETF AI Analysis
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ALPS Barron's 400 ETF (BFOR)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered strong gains so far this year, showing solid momentum for investors.
Top Holdings with Strong Returns
Several of the largest positions, especially in technology-related companies, have shown strong performance and helped lift the fund.
Broad Sector Diversification
The ETF spreads its investments across many sectors, which helps reduce the impact if any single industry faces a downturn.
Negative Factors
Higher Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which means more of your returns go toward fees.
Heavy U.S. Market Exposure
Almost all of the ETF’s holdings are in U.S. companies, offering little geographic diversification if the U.S. market struggles.
Concentration in Cyclical and Growth Sectors
Large weights in financials, technology, and consumer cyclical stocks can make the fund more sensitive to economic slowdowns and market swings.
BFOR vs. SPDR S&P 500 ETF (SPY)
AUM236.29M
RegionNorth America
Expense Ratio0.65%
Beta0.93
IssuerALPS
Inception DateJun 03, 2013
Dividend Yield0.51%
Asset ClassEquity
Index TrackedBarron's 400 Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume50,914
30 Day Avg. Volume31,858
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
28.62Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering395
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
BFOR Summary
The ALPS Barron's 400 ETF (BFOR) follows the Barron's 400 Index, which picks 400 U.S. companies that show strong growth potential and solid finances across many sectors, including technology, financials, health care, and industrials. Well-known holdings include Advanced Micro Devices (AMD) and Dell Technologies. An investor might consider BFOR for broad diversification in U.S. stocks with an added focus on quality companies that could support long-term growth. However, this ETF still moves with the overall stock market, so its value can go up and down, and it has meaningful exposure to tech-related companies.
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
BFOR’s story right now is all about U.S. tech and chip names setting the tone. Marvell, Micron, and Dell have been rising, riding the AI and data-center wave and giving the fund much of its spark. SanDisk and Seagate are more mixed, with operational and balance-sheet issues keeping their contribution in check. AMD looks a bit tired lately, losing steam after a strong run, while Sezzle has been lagging and quietly dragging on returns. Overall, it’s a North America–focused fund with a clear tilt toward technology and semiconductors.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Dell Technologies | 0.75% | $1.78M | $339.79B | 319.88% | 65 Neutral | |
| SanDisk Corp | 0.57% | $1.35M | $254.77B | 2438.29% | 55 Neutral | |
| Marvell | 0.55% | $1.31M | $196.03B | 252.99% | 76 Outperform | |
| Advanced Micro Devices | 0.54% | $1.27M | $779.62B | 215.98% | 73 Outperform | |
| Micron | 0.52% | $1.22M | $1.15T | 673.84% | 79 Outperform | |
| Seagate Tech | 0.48% | $1.14M | $192.48B | 351.36% | 68 Neutral | |
| Clinigence Holdings | 0.48% | $1.13M | $1.32B | 131.76% | 74 Outperform | |
| Iridium Communications | 0.41% | $974.60K | $5.00B | 87.94% | 71 Outperform | |
| Rigel | 0.41% | $970.48K | $909.15M | 17.73% | 78 Outperform | |
| Fortinet | 0.41% | $962.75K | $114.67B | 98.26% | 71 Outperform |
BFOR Technical Analysis
Positive
―
Price Trends
23.91
Positive
23.20
Positive
22.16
Positive
Market Momentum
0.02
Positive
51.33
Neutral
49.34
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BFOR, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 24.23, equal to the 50-day MA of 23.91, and equal to the 200-day MA of 22.16, indicating a neutral trend. The MACD of 0.02 indicates Positive momentum. The RSI at 51.33 is Neutral, neither overbought nor oversold. The STOCH value of 49.34 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BFOR.
BFOR Peer Comparison
Comparison Results
Performance Comparison
BFOR
ALPS Barron's 400 ETF
24.10
3.97
19.72%
VFMF
Vanguard U.S. Multifactor ETF
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HLAL
Wahed FTSE USA Shariah ETF
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AUSF
Global X Adaptive U.S. Factor ETF
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FDMO
Fidelity Momentum Factor ETF
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PFM
Invesco Dividend Achievers 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.
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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