INRO - ETF AI Analysis
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BlackRock U.S. Industry Rotation ETF (INRO)
INRO, the BlackRock U.S. Industry Rotation ETF, earns a solid overall rating thanks to its heavy exposure to high-quality tech leaders like Apple, Microsoft, and Alphabet, which benefit from strong financial performance and growth in areas such as cloud, AI, and services. Holdings like Nvidia, Amazon, Meta, and Tesla add long-term growth potential but come with risks such as high valuations, mixed technical signals, and cash flow or regulatory concerns. The main risk factor is the fund’s concentration in large U.S. technology and AI-related companies, which can increase volatility if that sector faces a downturn.
INRO vs. SPDR S&P 500 ETF (SPY)
- AUM
- 518.41M
- Region
- North America
- Expense Ratio
- 0.42%
- Beta
- 1.04
- Issuer
- iShares
- Inception Date
- Mar 26, 2024
- Dividend Yield
- 0.59%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
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 heavily on Big Tech and chipmakers, with Nvidia, Apple, and Microsoft acting as the main engines of performance. Nvidia and Apple have been steadily rising, helping power the fund, while Microsoft’s longer-term gains remain solid despite some recent mixed trading. Meta has surged lately, adding extra fuel to the tech-heavy tilt. On the flip side, Amazon and Broadcom have been lagging in the short term, creating a bit of drag. Overall, this is a U.S.-focused ETF with a clear concentration in large-cap technology and AI-related names.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 AAPL | Apple | 8.28% | $43.07M | $5.00T | 29.46% | 79Outperform |
 NVDA | Nvidia | 7.95% | $41.37M | $5.23T | 18.52% | 76Outperform |
 MSFT | Microsoft | 5.99% | $31.16M | $3.95T | 2.92% | 79Outperform |
 AMZN | Amazon | 3.72% | $19.37M | $2.83T | 21.32% | 71Outperform |
 GOOGL | Alphabet Class A | 3.13% | $16.27M | $4.14T | 32.63% | 85Outperform |
 META | Meta Platforms | 2.32% | $12.10M | $1.80T | -5.18% | 76Outperform |
 GOOG | Alphabet Class C | 2.32% | $12.07M | $4.14T | 30.88% | 82Outperform |
 AVGO | Broadcom | 1.97% | $10.27M | $1.60T | -4.26% | 76Outperform |
 JPM | JPMorgan Chase | 1.82% | $9.48M | $886.58B | 10.88% | 72Outperform |
 TSLA | Tesla | 1.73% | $8.98M | $1.45T | -16.48% | 73Outperform |
INRO Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For INRO, the sentiment is Neutral. The current price of 36.72 is below the 20-day moving average (MA) of 37.11, below the 50-day MA of 36.87, and above the 200-day MA of 34.57, indicating a neutral trend. The MACD of 0.04 indicates Positive momentum. The RSI at 44.54 is Neutral, neither overbought nor oversold. The STOCH value of 20.34 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for INRO.
INRO Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| INRO | $36.72 | $41.00(11.65% Upside) | $518.41M | 0.42% | 73Outperform |
 SEUS | $25.99 | $30.93(18.98% Upside) | $938.74M | 0.30% | 73Outperform |
 BGDV | $31.10 | $36.62(17.75% Upside) | $859.89M | 0.45% | 74Outperform |
 AAUB | $50.80 | $62.01(22.08% Upside) | $971.65M | 0.10% | 69Neutral |
 AVTM | $54.67 | $64.42(17.84% Upside) | $779.06M | 0.22% | 60Neutral |
 XCHG | $27.59 | $32.98(19.54% Upside) | $715.41M | 0.50% | 70Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| INRO | BlackRock U.S. Industry Rotation ETF | 36.72 | 5.39 | 17.19% | |
| SEUS | SEI QiM U.S. Equity Factor Allocation Active ETF | 25.99 | 0.73 | 2.87% | |
| BGDV | Bahl & Gaynor Dividend ETF | 31.10 | 4.64 | 17.54% | |
| AAUB | Alpha Architect US Equity 4 ETF | 50.80 | 1.31 | 2.65% | |
| AVTM | Avantis Total Equity Markets ETF | 54.67 | 5.03 | 10.12% | |
| XCHG | AB US Equity ETF | 27.59 | 2.74 | 11.03% |
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.