REGS - ETF AI Analysis
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Columbia Large Cap Growth ETF (REGS)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Year-to-Date Results
The fund has delivered solid gains so far this year, showing that its growth-focused strategy has recently worked well for investors.
Leading Technology and AI Holdings
Top positions in major technology and chip companies with strong recent performance have been key drivers of the ETF’s overall returns.
Moderate Expense Ratio
The fund’s fee level is reasonable for an actively managed growth ETF, allowing investors to keep more of their returns compared with many higher-cost options.
Negative Factors
Heavy Technology Concentration
With about half of the portfolio in technology stocks, the fund is highly sensitive to swings in the tech sector.
High Weight in a Few Stocks
A small number of large positions make up a big share of the fund, increasing the impact if any of those companies stumble.
Almost Entirely U.S.-Focused
The ETF invests almost exclusively in U.S. companies, offering little geographic diversification if other regions perform better.
REGS vs. SPDR S&P 500 ETF (SPY)
AUM78.00M
RegionNorth America
Expense Ratio0.35%
Beta1.41
IssuerColumbia
Inception DateMar 16, 2026
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume23,037
30 Day Avg. Volume37,531
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
14.72Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering55
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
REGS Summary
Columbia Large Cap Growth ETF (REGS) is an actively managed fund that focuses on large U.S. companies with strong growth potential, rather than tracking a fixed index. It holds many well-known names, especially in technology, including Nvidia, Apple, Microsoft, and Amazon, along with firms from health care, consumer, and other sectors. Someone might invest in REGS to seek long-term growth from leading U.S. companies while staying diversified across several industries. A key risk is that the fund is heavily tilted toward tech stocks, so its price can rise or fall sharply with swings in the technology sector and overall stock market.
How much will it cost me?This ETF has an expense ratio of 0.35%, which means you’ll pay about $3.50 per year for every $1,000 you invest. That’s higher than the cost of many index (passively managed) ETFs, because this fund is actively managed and charges more for professional stock selection and research.
What would affect this ETF?This ETF is heavily invested in large U.S. technology and internet companies like Nvidia, Apple, Microsoft, and Alphabet, so it could benefit if innovation in areas such as artificial intelligence continues, the U.S. economy stays healthy, and interest rates stabilize or fall, which often supports growth stocks. On the other hand, it could be hurt by higher interest rates, stricter tech regulation, economic slowdowns that hit consumer and advertising spending, or a shift in market preference away from growth stocks, and its active management means results can differ meaningfully from the broader market.
REGS Top 10 Holdings
REGS is essentially riding the AI and Big Tech wave, with Nvidia, Apple, Microsoft, and Meta doing most of the heavy lifting as their shares keep rising on strong cloud, chip, and digital advertising trends. Micron and AMD, both tied closely to AI semiconductors, have been standout winners, giving the fund extra fuel. Broadcom and Eli Lilly are more mixed, occasionally losing steam and tempering some of that momentum. With a heavy tilt toward U.S. technology and communication services, the ETF is firmly anchored in American growth leaders, making it sensitive to swings in the AI and Big Tech narrative.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 10.53% | $8.15M | $5.53T | 25.18% | 76 Outperform | |
| Apple | 7.53% | $5.82M | $4.91T | 37.25% | 79 Outperform | |
| Broadcom | 5.05% | $3.91M | $1.73T | 11.37% | 76 Outperform | |
| Microsoft | 4.95% | $3.83M | $3.97T | 4.72% | 79 Outperform | |
| Meta Platforms | 4.75% | $3.68M | $1.83T | 1.90% | 76 Outperform | |
| Alphabet Class C | 4.44% | $3.44M | $4.28T | 46.47% | 82 Outperform | |
| Micron | 4.34% | $3.36M | $1.16T | 466.63% | 79 Outperform | |
| Eli Lilly & Co | 3.87% | $3.00M | $1.11T | 41.48% | 72 Outperform | |
| Advanced Micro Devices | 3.34% | $2.59M | $992.71B | 182.97% | 73 Outperform | |
| Amazon | 2.32% | $1.79M | $2.83T | 21.29% | 71 Outperform |
REGS Technical Analysis
Positive
―
Price Trends
11.56
Positive
11.41
Positive
Market Momentum
0.09
Negative
59.26
Neutral
69.05
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For REGS, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 11.60, equal to the 50-day MA of 11.56, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.09 indicates Negative momentum. The RSI at 59.26 is Neutral, neither overbought nor oversold. The STOCH value of 69.05 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for REGS.
REGS Peer Comparison
Comparison Results
Performance Comparison
REGS
Columbia Large Cap Growth ETF
11.80
1.71
16.95%
FCUS
Pinnacle Focused Opportunities ETF
―
―
―
PRMR
PeakShares RMR Prime Equity ETF
―
―
―
EGGQ
NestYield Visionary ETF
―
―
―
RWLC
Rayliant Quantitative Developed Market Equity ETF
―
―
―
LCF
Touchstone US Large Cap Focused 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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