INRO - ETF AI Analysis
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BlackRock U.S. Industry Rotation ETF (INRO)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and over the last few months, indicating positive recent momentum.
Leading Technology and Growth Names
Top holdings include several well-known technology and growth companies that have delivered strong or steady results, helping support the fund’s returns.
Broad Sector Diversification
The fund spreads its investments across many sectors, which can help reduce the impact if any single industry runs into trouble.
Negative Factors
Heavy Tilt Toward Technology
A large portion of the portfolio is in technology stocks, which can make the fund more sensitive to swings in that sector.
Mixed Performance Among Top Holdings
Some major positions, including large technology and auto names, have been weak this year, which could drag on overall performance if the trend continues.
Higher Expense Ratio for a Passive ETF
The fund’s ongoing fee is on the higher side for an ETF, meaning a bit more of your return is lost to costs each year.
INRO vs. SPDR S&P 500 ETF (SPY)
AUM34.60M
RegionNorth America
Expense Ratio0.42%
Beta1.06
IssueriShares
Inception DateMar 26, 2024
Dividend Yield0.6%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,781
30 Day Avg. Volume2,518
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
43.53Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering294
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
INRO Summary
The BlackRock U.S. Industry Rotation ETF (INRO) is an actively managed fund that invests across the entire U.S. stock market, shifting its focus between different industries as conditions change. It holds many well-known companies such as Apple, Nvidia, Microsoft, Amazon, and Alphabet (Google), with a large portion in technology stocks. Someone might consider INRO for broad diversification in U.S. stocks plus the potential benefit of professional sector rotation to seek better returns. A key risk is that it is heavily tilted toward tech and U.S. stocks, so its value can rise and fall sharply with market swings in those areas.
How much will it cost me?The BlackRock U.S. Industry Rotation ETF (INRO) has an expense ratio of 0.42%, meaning you’ll pay $4.20 per year for every $1,000 invested. This cost is slightly higher than average because the fund is actively managed, with professionals making strategic decisions to rotate investments across industries based on market trends.
What would affect this ETF?The BlackRock U.S. Industry Rotation ETF (INRO) could benefit from growth in the technology sector, which makes up a significant portion of its holdings, especially if innovation and demand for tech products continue to rise. However, the ETF may face challenges if interest rates increase, as this could negatively impact high-growth sectors like technology and communication services. Additionally, broader economic slowdowns or regulatory changes affecting major companies like Nvidia, Apple, or Microsoft could pose risks to its performance.
INRO Top 10 Holdings
INRO is leaning heavily on U.S. Big Tech and chipmakers, with Apple, Nvidia, and Microsoft sitting in the driver’s seat. Lately, though, those giants have been catching their breath, with Microsoft and Amazon in particular losing some steam and acting as mild brakes on the fund. The real engine right now is Micron, which has been surging on AI-related optimism and giving the portfolio a noticeable lift. Alphabet and Broadcom add to the tech-heavy, AI-focused tilt, leaving this U.S.-only ETF clearly concentrated in a handful of powerful growth names.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Apple | 8.62% | $2.99M | $4.53T | 47.93% | 79 Outperform | |
| Nvidia | 7.04% | $2.44M | $4.71T | 22.22% | 76 Outperform | |
| Microsoft | 4.45% | $1.54M | $2.90T | -22.12% | 79 Outperform | |
| Amazon | 4.21% | $1.46M | $2.61T | 12.14% | 71 Outperform | |
| Alphabet Class A | 2.92% | $1.01M | $4.34T | 110.50% | 85 Outperform | |
| Procter & Gamble | 2.60% | $902.71K | $352.57B | -3.26% | 69 Neutral | |
| Alphabet Class C | 2.13% | $737.65K | $4.34T | 105.51% | 82 Outperform | |
| JPMorgan Chase | 2.11% | $732.15K | $896.22B | 19.96% | 72 Outperform | |
| Broadcom | 1.94% | $672.60K | $1.71T | 36.42% | 76 Outperform | |
| Micron | 1.73% | $600.94K | $1.10T | 654.20% | 79 Outperform |
INRO Technical Analysis
Positive
―
Price Trends
35.65
Positive
33.81
Positive
32.87
Positive
Market Momentum
0.18
Positive
54.33
Neutral
41.87
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For INRO, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 36.08, equal to the 50-day MA of 35.65, and equal to the 200-day MA of 32.87, indicating a bullish trend. The MACD of 0.18 indicates Positive momentum. The RSI at 54.33 is Neutral, neither overbought nor oversold. The STOCH value of 41.87 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for INRO.
INRO Peer Comparison
Comparison Results
Performance Comparison
INRO
BlackRock U.S. Industry Rotation ETF
36.30
7.30
25.17%
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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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