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GLRY - AI Analysis
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Inspire Faithward Mid Cap Momentum ESG ETF (GLRY)
Rating:74Outperform
Price Target:
$41.00
Positive Factors
Strong Top Holdings
Several of the ETF's largest positions, such as BWX Technologies and InterDigital, have delivered strong year-to-date performance, supporting overall returns.
Sector Diversification
The ETF is spread across multiple sectors, including Technology, Industrials, and Financials, reducing reliance on any single industry.
Momentum Performance
The ETF has shown solid year-to-date and three-month performance, indicating strong recent momentum.
Negative Factors
High Expense Ratio
The ETF charges a relatively high expense ratio compared to many other funds, which can eat into investor returns over time.
Over-Concentration in U.S. Market
With nearly 100% exposure to U.S. companies, the ETF lacks geographic diversification and is vulnerable to domestic market risks.
Sector Overweighting
Technology and Industrials make up nearly half of the portfolio, increasing sensitivity to downturns in these sectors.
GLRY vs. SPDR S&P 500 ETF (SPY)
AUM103.43M
RegionNorth America
Expense Ratio0.80%
Beta0.97
IssuerInspire
Inception DateDec 07, 2020
Dividend Yield0.34%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume26,972
30 Day Avg. Volume17,191
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
41.65Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering34
GLRY Summary
The Inspire Faithward Mid Cap Momentum ESG ETF (GLRY) is a fund that invests in medium-sized companies with strong growth potential and a focus on ESG (Environmental, Social, and Governance) principles. It includes businesses across various sectors, such as technology and industrials, with top holdings like Broadcom and AppLovin. This ETF is ideal for investors looking to diversify their portfolio while supporting socially responsible companies. However, new investors should note that its performance can fluctuate with the market, and its focus on mid-cap stocks may make it more volatile than larger, more established companies.
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 heavily into technology and industrials, with names like Broadcom and BWX Technologies driving steady performance thanks to their focus on innovation and strategic growth. InterDigital is rising fast, buoyed by strong profitability and partnerships, while AppLovin’s mixed results hint at overvaluation concerns despite its bullish outlook. The fund’s North American mid-cap focus offers a blend of momentum and ESG principles, though its concentration in tech-heavy holdings could make it vulnerable to sector-specific swings. Overall, GLRY’s positioning reflects a calculated bet on forward-thinking industries with room to grow.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| AppLovin | 5.55% | $5.71M | $215.58B | 289.73% | 69 Neutral | |
| Broadcom | 5.19% | $5.34M | $1.75T | 118.82% | 76 Outperform | |
| BWX Technologies | 5.09% | $5.24M | $19.52B | 74.26% | 71 Outperform | |
| Amphenol | 4.93% | $5.07M | $170.56B | 105.33% | 77 Outperform | |
| Curtiss-Wright | 4.47% | $4.60M | $22.45B | 70.78% | 77 Outperform | |
| EMCOR Group | 4.34% | $4.47M | $30.25B | 49.11% | 74 Outperform | |
| NRG Energy | 4.26% | $4.39M | $33.24B | 98.18% | 59 Neutral | |
| KLA | 4.21% | $4.33M | $159.17B | 80.58% | 79 Outperform | |
| InterDigital | 4.06% | $4.18M | $9.32B | 118.44% | 81 Outperform | |
| Monolithic Power | 4.05% | $4.16M | $48.13B | 32.35% | 76 Outperform |
GLRY Technical Analysis
Neutral
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Price Trends
36.40
Positive
34.82
Positive
32.59
Positive
Market Momentum
0.24
Positive
48.46
Neutral
43.85
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For GLRY, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 37.02, equal to the 50-day MA of 36.40, and equal to the 200-day MA of 32.59, indicating a neutral trend. The MACD of 0.24 indicates Positive momentum. The RSI at 48.46 is Neutral, neither overbought nor oversold. The STOCH value of 43.85 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for GLRY.
GLRY Peer Comparison
Comparison Results
Performance Comparison
GLRY
Inspire Faithward Mid Cap Momentum ESG ETF
36.78
6.20
20.27%
AVMV
Avantis U.S. Mid Cap Value ETF
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AVMC
Avantis U.S. Mid Cap Equity ETF
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TMFM
Motley Fool Mid-Cap Growth ETF
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FRTY
Alger Mid Cap 40 ETF
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AMID
Argent Mid Cap 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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