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ICAP - ETF AI Analysis

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ICAP

InfraCap Equity Income Fund ETF (ICAP)

Rating:66Neutral
Price Target:
ICAP, the InfraCap Equity Income Fund ETF, earns a solid overall rating thanks to its meaningful exposure to high-quality growth names like Microsoft, Broadcom, Marvell, Amazon, and Apollo, which benefit from strong financial performance and positive outlooks in areas such as cloud, AI, and asset management. The rating is held back somewhat by weaker holdings like Lennar and DR Horton, where bearish technical trends and profitability challenges add uncertainty. The main risk factor is the fund’s tilt toward premium-valued, growth-oriented companies that could be vulnerable if high expectations for AI, data centers, and broader market growth are not met.
Positive Factors
Strong Performance From Several Top Holdings
Key positions like Broadcom, Bank of America, Amazon, Toll Brothers, and Citizens Financial have shown strong year-to-date gains, helping support the fund’s overall results.
Broad Sector Diversification
The ETF spreads its investments across many sectors, including financials, consumer cyclical, technology, industrials, utilities, energy, and more, which helps reduce reliance on any single industry.
Income-Focused Equity Strategy
As an equity income fund, the ETF is designed to target stocks that can provide ongoing income, which may appeal to investors seeking cash flow rather than just price growth.
Negative Factors
High Expense Ratio
The fund’s expense ratio is quite high compared with typical ETFs, which means more of the returns are eaten up by fees.
Mixed Performance Among Top Holdings
Several sizable positions such as DR Horton, Lennar, Celsius Holdings, and KKR have shown weak year-to-date performance, which can drag on the fund’s overall returns.
Heavy Concentration in U.S. Market
The ETF is almost entirely invested in U.S. companies, offering little geographic diversification and making it more sensitive to U.S.-specific economic and market risks.

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

ICAP Summary

The InfraCap Equity Income Fund ETF (ICAP) is an exchange-traded fund that invests in a wide mix of U.S. companies of all sizes, with a focus on stocks that pay dividends. It doesn’t track a specific index, but follows a total-market, income theme, holding businesses across many sectors like financials, consumer companies, and technology. Well-known names in the fund include Amazon and Bank of America. Someone might invest in ICAP to seek regular income plus growth from a diversified stock portfolio. A key risk is that it owns many stocks, so its price can go up and down with the overall stock market.
How much will it cost me?The InfraCap Equity Income Fund ETF (ICAP) has an expense ratio of 3.19%, which means you’ll pay $31.90 per year for every $1,000 invested. This is higher than average because it is actively managed, focusing on selecting income-generating stocks across the market spectrum.
What would affect this ETF?The InfraCap Equity Income Fund ETF (ICAP) could benefit from stable or rising interest rates, as its focus on income-generating equities, particularly in sectors like Financials and Real Estate, may attract investors seeking reliable dividend streams. However, economic downturns or regulatory changes impacting dividend-paying companies, especially in sectors like Utilities or Consumer Defensive, could negatively affect the fund's performance. Global exposure also means geopolitical events or currency fluctuations could influence returns.

ICAP Top 10 Holdings

ICAP’s story starts with a heavy tilt toward U.S.-listed tech, where Marvell and Nvidia have been the main engines, rising on AI optimism and giving the fund much of its recent spark. Broadcom, however, looks a bit tired, with more mixed trading lately. Outside semis, Amazon has been a steady helper, while Celsius is more of a roller coaster, adding volatility rather than clear upside. Homebuilders like DR Horton and Lennar have been lagging, quietly tugging on returns, leaving this global-mandate fund effectively driven by a concentrated, tech-centric U.S. core.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
8.75%$10.48M
Marvell6.57%$7.87M$196.03B252.99%
76
Outperform
Nvidia5.66%$6.77M$5.55T37.92%
76
Outperform
Broadcom5.43%$6.51M$1.70T6.87%
76
Outperform
KKR & Co4.80%$5.74M$96.70B-20.51%
69
Neutral
Lockheed Martin4.43%$5.31M$121.23B13.23%
70
Outperform
DR Horton4.22%$5.06M$39.93B-21.48%
66
Neutral
Oracle4.18%$5.00M$457.36B-31.80%
66
Neutral
Lennar3.88%$4.64M$20.09B-41.09%
59
Neutral
Celsius Holdings3.15%$3.77M$7.76B-47.47%
71
Outperform

ICAP Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
28.35
Positive
100DMA
27.94
Positive
200DMA
27.04
Positive
Market Momentum
MACD
0.03
Positive
RSI
50.93
Neutral
STOCH
35.25
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For ICAP, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 28.89, equal to the 50-day MA of 28.35, and equal to the 200-day MA of 27.04, indicating a neutral trend. The MACD of 0.03 indicates Positive momentum. The RSI at 50.93 is Neutral, neither overbought nor oversold. The STOCH value of 35.25 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for ICAP.

ICAP Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$119.78M2.47%
66
Neutral
$815.99M0.55%
71
Outperform
$673.50M0.75%
66
Neutral
$601.21M0.62%
59
Neutral
$356.83M0.49%
67
Neutral
$301.66M0.89%
60
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
ICAP
InfraCap Equity Income Fund ETF
28.69
4.01
16.25%
RGEF
Rockefeller Global Equity ETF
KAT
Scharf ETF
DWLD
Davis Select Worldwide Etf
RGLO
Global Equity Active ETF
JSTC
Adasina Social Justice All Cap Global ETF
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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