GLRY - ETF AI Analysis
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Inspire Faithward Mid Cap Momentum ESG ETF (GLRY)
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.
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.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Casey's General | 3.24% | $5.11M | $25.30B | 26.83% | 68Neutral | |
| Buckle | 3.15% | $4.98M | $2.40B | -16.40% | 72Outperform | |
| AutoNation | 3.05% | $4.81M | $5.35B | -30.04% | 70Neutral | |
| Five Below | 3.15% | $4.98M | $12.32B | 46.62% | 76Outperform | |
| Exelixis | 3.23% | $5.10M | $15.95B | 78.74% | 78Outperform | |
| Affiliated Managers | 3.20% | $5.05M | $10.05B | 64.85% | 74Outperform | |
| Monolithic Power | 3.20% | $5.05M | $61.37B | 24.76% | 75Outperform | |
| Murphy USA | 3.08% | $4.86M | $9.88B | 44.14% | 68Neutral | |
| Old Republic International | 3.17% | $5.01M | $9.58B | -4.38% | 79Outperform | |
| Federated Hermes | 3.14% | $4.96M | $4.18B | 8.70% | 72Outperform |
GLRY Technical Analysis
Price Trends
Market Momentum
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
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| $36.93 | $43.00(16.44% Upside) | $157.53M | 0.80% | 74Outperform | |
| $79.11 | $93.69(18.43% Upside) | $798.53M | 0.20% | 71Outperform | |
| $78.82 | $94.26(19.58% Upside) | $520.44M | 0.18% | 70Outperform | |
| $22.29 | $29.60(32.80% Upside) | $141.03M | 0.60% | 60Neutral | |
| $22.11 | $27.49(24.31% Upside) | $109.45M | 0.85% | 67Neutral | |
| $69.16 | $89.83(29.88% Upside) | $103.40M | 0.39% | 70Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| GLRY | Inspire Faithward Mid Cap Momentum ESG ETF | 36.93 | -0.21 | -0.56% | |
| AVMV | Avantis U.S. Mid Cap Value ETF | 79.11 | 11.25 | 16.58% | |
| AVMC | Avantis U.S. Mid Cap Equity ETF | 78.82 | 9.88 | 14.33% | |
| FRTY | Alger Mid Cap 40 ETF | 22.29 | 0.47 | 2.15% | |
| TMFM | Motley Fool Mid-Cap Growth ETF | 22.11 | -2.80 | -11.25% | |
| ACMG | American Century Mid Cap Growth Insights ETF | 69.16 | 0.96 | 1.41% |
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.