INRO - ETF AI Analysis
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BlackRock U.S. Industry Rotation ETF (INRO)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Year-to-Date Results
The ETF has delivered strong gains so far this year, showing solid overall performance despite some recent short-term weakness.
Leading Tech and Growth Holdings
Top positions in well-known technology and growth companies like Apple, Nvidia, Amazon, Alphabet, and Broadcom have been strong performers, helping drive the fund’s returns.
Broad Sector Diversification
Holdings spread across many sectors, including technology, consumer, financials, health care, and others, help reduce the impact if any single industry struggles.
Negative Factors
Heavy Tilt Toward Technology
A large share 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 like Microsoft, Meta, and Tesla have shown weaker recent performance, which can drag on overall returns if the trend continues.
Higher Expense Ratio for a Passive ETF
The fund’s expense ratio is on the higher side compared with many broad U.S. ETFs, meaning more of the return is used to cover fees.
INRO vs. SPDR S&P 500 ETF (SPY)
AUM37.02M
RegionNorth America
Expense Ratio0.42%
Beta1.05
IssueriShares
Inception DateMar 26, 2024
Dividend Yield0.59%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume2,963
30 Day Avg. Volume2,096
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
44.75Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering300
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
INRO Summary
BlackRock U.S. Industry Rotation ETF (INRO) is a U.S. stock fund that aims to cover almost the entire American market while shifting money between industries as conditions change, rather than tracking a fixed index. It holds many well-known companies like Apple, Microsoft, Amazon, and Tesla, with a big focus on technology and other major sectors such as finance and health care. Someone might invest in INRO for broad diversification and the potential for growth as it rotates into stronger industries. A key risk is that it is heavily tilted toward tech and U.S. stocks, so its value can rise and fall sharply with the market.
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 hard into U.S. Big Tech, with Microsoft and Nvidia doing much of the heavy lifting as their cloud and AI stories keep the momentum rising. Amazon and Alphabet are more of a mixed bag, with solid business trends but choppier recent trading that occasionally puts a wobble in the fund’s stride. Apple looks like it’s losing a bit of steam in the short term, while Micron has been a surprise engine of growth. Overall, this is a U.S.-only ETF whose story is dominated by tech and AI-heavy names.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Apple | 8.11% | $3.00M | $4.67T | 33.49% | 79 Outperform | |
| Nvidia | 7.89% | $2.92M | $5.55T | 37.92% | 76 Outperform | |
| Microsoft | 5.80% | $2.15M | $3.71T | 0.95% | 79 Outperform | |
| Amazon | 3.79% | $1.40M | $2.79T | 11.27% | 71 Outperform | |
| Alphabet Class A | 2.94% | $1.09M | $4.12T | 44.02% | 85 Outperform | |
| JPMorgan Chase | 2.23% | $825.86K | $953.33B | 21.83% | 72 Outperform | |
| Alphabet Class C | 2.23% | $824.64K | $4.12T | 42.58% | 82 Outperform | |
| Broadcom | 1.97% | $730.39K | $1.70T | 6.87% | 76 Outperform | |
| Meta Platforms | 1.92% | $710.83K | $1.57T | -18.03% | 76 Outperform | |
| Micron | 1.67% | $617.06K | $1.15T | 673.84% | 79 Outperform |
INRO Technical Analysis
Positive
―
Price Trends
36.41
Positive
35.80
Positive
33.86
Positive
Market Momentum
0.10
Positive
55.40
Neutral
74.61
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 36.86, equal to the 50-day MA of 36.41, and equal to the 200-day MA of 33.86, indicating a bullish trend. The MACD of 0.10 indicates Positive momentum. The RSI at 55.40 is Neutral, neither overbought nor oversold. The STOCH value of 74.61 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
36.95
6.48
21.27%
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YALL
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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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