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GLRY

Inspire Faithward Mid Cap Momentum ESG ETF (GLRY)

Rating:74Outperform
Price Target:$43.00▲(16.44% Upside)

GLRY, the Inspire Faithward Mid Cap Momentum ESG ETF, has a solid overall rating driven mainly by strong, growing companies like Amphenol, Broadcom, and United Therapeutics, which show robust financial performance, positive earnings outlooks, and strategic initiatives in areas like AI and healthcare. Some holdings such as EMCOR Group and Casey's General Stores appear overvalued or show bearish technical signals, which slightly weigh on the fund’s rating. The main risk factor is the fund’s heavy exposure to higher-valuation, momentum-driven stocks, which could be more sensitive if growth expectations or market conditions weaken.

Positive Factors
Strong Top HoldingsMany of the largest positions, especially in technology and industrial names, have shown strong gains this year, helping drive the ETF’s overall performance.
Sector DiversificationThe fund spreads its investments across several sectors, including technology, industrials, consumer cyclical, financials, and health care, which helps reduce the impact if one industry struggles.
Solid Year-to-Date ResultsDespite a recent weak month, the ETF’s performance so far this year has been strong, suggesting its momentum-focused strategy has worked well in the current market.
Negative Factors
High Expense RatioThe fund’s fees are relatively high for an ETF, which means more of the returns are eaten up by costs over time.
Concentrated in U.S. StocksAlmost all of the ETF’s assets are invested in U.S. companies, offering little geographic diversification if other regions perform better.
Heavy Tilt Toward Technology and IndustrialsA large share of the portfolio is in technology and industrial stocks, which can make the fund more sensitive if these sectors face a downturn.

GLRY vs. SPDR S&P 500 ETF (SPY)

AUM
157.53M
Region
North America
Expense Ratio
0.80%
Beta
1.00
Issuer
Inspire
Inception Date
Dec 07, 2020
Dividend Yield
0.17%
Asset Class
Equity
Index Tracked
No Underlying Index

GLRY Summary

GLRY is the Inspire Faithward Mid Cap Momentum ESG ETF, focused on U.S. medium-sized companies that show strong growth trends and meet environmental, social, and governance (ESG) standards. It doesn’t track a traditional index, but instead selects stocks based on momentum and values-based criteria. The fund is heavy in technology and industrials and holds well-known names like Broadcom and KLA. Someone might invest in GLRY to seek growth while supporting companies that aim to act responsibly. A key risk is that mid-cap and growth stocks can be more volatile, so the value of the ETF can go up and down sharply with the market.

How much will it cost me?

The Inspire Faithward Mid Cap Momentum ESG ETF (GLRY) has an expense ratio of 0.8%, meaning you’ll pay $8 per year for every $1,000 invested. This is higher than average because the fund is actively managed, focusing on mid-cap companies with strong ESG credentials and momentum, which requires more research and management effort.

What would affect this ETF?

GLRY's focus on mid-cap companies with strong ESG credentials positions it to benefit from increasing investor demand for sustainable and socially responsible investments, as well as potential growth in sectors like technology and industrials, which make up a significant portion of its holdings. However, the ETF could face challenges from economic slowdowns or rising interest rates, which may negatively impact mid-cap companies and sectors like consumer cyclical and financials. Regulatory changes affecting ESG standards or sector-specific policies could also influence its performance.

GLRY Top 10 Holdings

GLRY is leaning hard into U.S. mid-cap tech and industrial momentum, with chip names like Monolithic Power, KLA, and ACM Research doing much of the heavy lifting as they keep rising or stay broadly resilient despite some recent choppiness. Amphenol adds steady strength from the electronics side, while industrial players such as EMCOR and Flowserve are more mixed, occasionally losing steam and tugging at returns. Broadcom’s recent softness shows that even AI-linked giants can lag, but overall the fund’s U.S.-centric, tech-and-industrials tilt still sets the tone.

GLRY top ten holdings
NameCompany NameWeight %Market ValueMarket CapYearly GainOverall Rating
CASYCASYCasey's General3.24%$5.11M$25.30B26.83%68Neutral
BKEBKEBuckle3.15%$4.98M$2.40B-16.40%72Outperform
ANANAutoNation3.05%$4.81M$5.35B-30.04%70Neutral
FIVEFIVEFive Below3.15%$4.98M$12.32B46.62%76Outperform
EXELEXELExelixis3.23%$5.10M$15.95B78.74%78Outperform
AMGAMGAffiliated Managers3.20%$5.05M$10.05B64.85%74Outperform
MPWRMPWRMonolithic Power3.20%$5.05M$61.37B24.76%75Outperform
MUSAMUSAMurphy USA3.08%$4.86M$9.88B44.14%68Neutral
ORIORIOld Republic International3.17%$5.01M$9.58B-4.38%79Outperform
FHIFHIFederated Hermes3.14%$4.96M$4.18B8.70%72Outperform

GLRY Technical Analysis

Technical Analysis SentimentNegative
Last Price36.93

Price Trends

50DMA38.67Negative
100DMA40.18Negative
200DMA39.64Negative

Market Momentum

MACD-0.46Positive
RSI36.27Neutral
STOCH6.05Positive

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For GLRY, the sentiment is Negative. The current price of 36.93 is below the 20-day moving average (MA) of 37.86, below the 50-day MA of 38.67, and below the 200-day MA of 39.64, indicating a bearish trend. The MACD of -0.46 indicates Positive momentum. The RSI at 36.27 is Neutral, neither overbought nor oversold. The STOCH value of 6.05 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for GLRY.

GLRY Peer Comparison

Comparison Results

GLRY against its peer funds
NamePricePrice TargetAUMExpense RatioOverall Rating
GLRYGLRY$36.93$43.00(16.44% Upside)$157.53M0.80%74Outperform
AVMVAVMV$79.11$93.69(18.43% Upside)$798.53M0.20%71Outperform
AVMCAVMC$78.82$94.26(19.58% Upside)$520.44M0.18%70Outperform
FRTYFRTY$22.29$29.60(32.80% Upside)$141.03M0.60%60Neutral
TMFMTMFM$22.11$27.49(24.31% Upside)$109.45M0.85%67Neutral
ACMGACMG$69.16$89.83(29.88% Upside)$103.40M0.39%70Neutral

Performance Comparison

-20%-10%0%10%20%GLRYAVMVAVMCFRTYTMFMACMGNov '25Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26
GLRY and its peers over the selected period
Show on chartTickerCompany NamePriceChange% Change
GLRYInspire Faithward Mid Cap Momentum ESG ETF36.93-0.21-0.56%
AVMVAvantis U.S. Mid Cap Value ETF79.1111.2516.58%
AVMCAvantis U.S. Mid Cap Equity ETF78.829.8814.33%
FRTYAlger Mid Cap 40 ETF22.290.472.15%
TMFMMotley Fool Mid-Cap Growth ETF22.11-2.80-11.25%
ACMGAmerican Century Mid Cap Growth Insights ETF69.160.961.41%
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.