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UPGD
Invesco Raymond James Sb-1 Equity Etf
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UPGD ETF Holdings Information

Compare
Holdings Count
52
Total Assets
109.40M
Top 10 Percentage
22.36%
Asset Class
Equity
Category
Size And Style
Region
North America
See the full list of holdings, find out what stocks are the most undervalued and get access to the all ETF's smart score and filters.Go Premium
52 Holdings as of Sep 26, 2025
52 Holdings as of Sep 26, 2025
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
ZM
Zoom Video Communications, Inc. Class A
2.35%
$2.61M
―
$25.29B
21.51%
10 Buy
13 Hold
1 Sell
Moderate Buy
―
DOCU
Docusign
2.34%
$2.60M
―
$16.39B
32.19%
5 Buy
10 Hold
0 Sell
Moderate Buy
―
NTAP
NetApp Inc
2.28%
$2.53M
―
$23.93B
-1.12%
5 Buy
9 Hold
0 Sell
Moderate Buy
―
NET
Cloudflare Inc
2.26%
$2.51M
―
$75.39B
165.16%
15 Buy
8 Hold
2 Sell
Moderate Buy
―
PLTR
Palantir Technologies Inc.
2.22%
$2.46M
―
$421.26B
382.00%
4 Buy
13 Hold
2 Sell
Hold
―
CHRW
Ch Robinson Worldwide
2.21%
$2.46M
―
$15.57B
21.66%
13 Buy
4 Hold
3 Sell
Moderate Buy
―
FICO
Fair Isaac Corporation
2.21%
$2.46M
―
$36.46B
-20.88%
13 Buy
2 Hold
0 Sell
Strong Buy
―
CVNA
Carvana
2.18%
$2.42M
―
$79.47B
117.51%
13 Buy
6 Hold
0 Sell
Moderate Buy
―
CAT
Caterpillar
2.17%
$2.41M
―
$218.20B
19.10%
9 Buy
5 Hold
1 Sell
Moderate Buy
―
IBM
International Business Machines Corporation
2.13%
$2.37M
―
$264.84B
28.74%
6 Buy
6 Hold
1 Sell
Moderate Buy
―
Rows:
10

Sector Breakdown

26.21%Industrials23.35%Technology19.94%Consumer Cyclical9.69%Healthcare9.36%Consumer Defensive7.56%Utilities1.95%Basic Materials1.92%Communication Services0.02%General26.21%Industrials
Industrials
26.21%
Technology
23.35%
Consumer Cyclical
19.94%
Healthcare
9.69%
Consumer Defensive
9.36%
Utilities
7.56%
Basic Materials
1.95%
Communication Services
1.92%
General
0.02%

Countries Breakdown

100.00%United States100.00%United States
United States
100.00%

Breakdown By Smart Score

4.21%Outperform1010.09%Outperform916.05%Outperform819.38%Neutral716.46%Neutral610.15%Neutral58.14%Neutral411.63%Underperform32.02%Underperform21.86%Underperform16
The weighted average smart score of the UPGD ETF is 6
10
4.21%
9
10.09%
8
16.05%
7
19.38%
6
16.46%
5
10.15%
4
8.14%
3
11.63%
2
2.02%
1
1.86%

UPGD ETF FAQ

What are ETF UPGD’s top 3 holdings?
UPGD’s top 3 holdings are ZM, DOCU, NTAP.
    What is ETF UPGD’s holdings count?
    ETF UPGD’s is holdings 52 different assets.
      What are the total assets of ETF UPGD?
      ETF UPGD’s total assets are 109.40M.
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