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Not Investment Advice

IAK

iShares U.S. Insurance ETF
1W: -0.2% 1M: -5.5% 3M: -7.0% YTD: -5.5% 1Y: -5.0% 3Y: +60.3% 5Y: +83.1%
$127.63
-0.46 (-0.36%)
After Hours: $126.17 (-1.46, -1.15%)
ETF AMEX · AUM $376.5M
ETF-Level Metrics
AUM$377M
Holdings58
Top 10 Wt67.1%
Beta0.49
% Profitable85%
Coverage100%
Portfolio Valuation
P/E10.7
P/B2.2
P/S1.4
EV/EBITDA8.3
P/FCF7.2
PEG0.27
Profitability & Returns
Gross Margin58.2%
Net Margin13.2%
ROE21.2%
ROA3.3%
ROIC27.5%
Div Yield2.73%
Leverage & Liquidity
Debt/Equity0.33
Debt/Assets0.05
Net Debt/EBITDA-2.4x
Interest Cov20.5x
Current Ratio1.00
Quick Ratio1.00
Growth (YoY)
Revenue+6.9%
Net Income+26.9%
EPS+29.4%
FCF+3.5%
EBITDA+25.2%
Rev CAGR 3Y+10.1%
Quality Scores
Piotroski F6.7
Altman Z1.56
IS Quality77.4
IS Overall56.3
IS Value72.3
Median P/E10.7

Sector Breakdown

3 sectors
Sector # Holdings Total Weight % Avg P/E
Financial Services 57 99.4% 13.2
Healthcare 1 0.3% -7.8
Other 3 0.2%

Smart Money Overlap

1 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
TRV The Travelers Companies, Inc. 7.67% 4 Bullish 23 1 -4.7%
Showing 50 of 61 holdings · Page 1 of 2
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 CHUBB LTD 0VQD.L 13.79% $52.1M 158,741 12.4 $128.8B Financial Services
2 PROGRESSIVE CORP PGR 13.55% $51.2M 254,330 10.6 $118.8B Financial Services
3 TRAVELERS COMPANIES INC TRV 7.67% $29.0M 96,746 10.2 $64.8B Financial Services
4 ALLSTATE CORP ALL 6.15% $23.2M 113,496 5.2 $53.1B Financial Services
5 AFLAC INC AFL 5.59% $21.1M 195,592 15.6 $55.4B Financial Services
6 HARTFORD INSURANCE GROUP INC HIG 4.36% $16.5M 124,078 9.7 $37.4B Financial Services
7 AMERICAN INTERNATIONAL GROUP INC AIG 4.24% $16.0M 215,183 13.2 $40.7B Financial Services
8 METLIFE INC MET 3.97% $15.0M 218,579 13.9 $46.4B Financial Services
9 ARCH CAPITAL GROUP LTD ACGL 3.96% $14.9M 160,791 7.8 $33.8B Financial Services
10 PRUDENTIAL FINANCIAL INC PRU 3.81% $14.4M 154,607 9.3 $33.2B Financial Services
11 CINCINNATI FINANCIAL CORP CINF 2.95% $11.1M 69,472 10.2 $24.2B Financial Services
12 MARKEL GROUP INC MKL 2.85% $10.7M 5,615 10.6 $23.9B Financial Services
13 WR BERKLEY CORP WRB 2.38% $9.0M 133,681 14.4 $24.5B Financial Services
14 LOEWS CORP L 2.12% $8.0M 75,458 13.2 $22.0B Financial Services
15 PRINCIPAL FINANCIAL GROUP INC PFG 2.04% $7.7M 89,022 16.6 $19.5B Financial Services
16 FIDELITY NATIONAL FINANCIAL INC FNF 1.46% $5.5M 115,407 20.1 $12.1B Financial Services
17 UNUM UNM 1.35% $5.1M 68,549 16.9 $12.5B Financial Services
18 GLOBE LIFE INC GL 1.29% $4.9M 35,447 9.6 $10.8B Financial Services
19 ASSURANT INC AIZ 1.25% $4.7M 22,300 12.5 $10.9B Financial Services
20 OLD REPUBLIC INTERNATIONAL CORP ORI 1.06% $4.0M 101,371 10.2 $9.7B Financial Services
21 AMERICAN FINANCIAL GROUP INC AFG 1.04% $3.9M 30,825 12.6 $10.6B Financial Services
22 PRIMERICA INC PRI 0.94% $3.5M 14,212 10.7 $8.0B Financial Services
23 AXIS CAPITAL HOLDINGS LTD AXS 0.94% $3.6M 34,925 7.6 $7.8B Financial Services
24 KINSALE CAPITAL GROUP INC KNSL 0.91% $3.4M 9,840 15.0 $7.6B Financial Services
25 FIRST AMERICAN FINANCIAL CORP FAF 0.77% $2.9M 45,374 9.6 $5.9B Financial Services
26 ERIE INDEMNITY CLASS A ERIE 0.73% $2.8M 11,312 19.7 $10.9B Financial Services
27 HANOVER INSURANCE GROUP INC THG 0.72% $2.7M 15,845 9.1 $6.0B Financial Services
28 LINCOLN NATIONAL CORP LNC 0.69% $2.6M 76,786 5.8 $6.8B Financial Services
29 RLI CORP RLI 0.64% $2.4M 40,894 13.0 $5.2B Financial Services
30 WHITE MOUNTAINS INSURANCE GROUP LT WTM 0.63% $2.4M 1,092 5.1 $5.5B Financial Services
31 SELECTIVE INSURANCE GROUP INC SIGI 0.53% $2.0M 26,899 9.6 $4.5B Financial Services
32 LEMONADE INC LMND 0.49% $1.8M 28,668 -29.1 $5.1B Financial Services
33 CNO FINANCIAL GROUP INC CNO 0.46% $1.7M 43,040 17.8 $3.9B Financial Services
34 ASSURED GUARANTY LTD AGO 0.43% $1.6M 19,557 7.9 $3.7B Financial Services
35 BRIGHTHOUSE FINANCIAL INC BHF 0.40% $1.5M 25,458 8.0 $3.5B Financial Services
36 GENWORTH FINANCIAL INC GNW 0.38% $1.5M 181,829 14.5 $3.3B Financial Services
37 PALOMAR HOLDINGS INC PLMR 0.37% $1.4M 11,991 16.4 $3.3B Financial Services
38 OSCAR HEALTH INC CLASS A OSCR 0.35% $1.3M 97,155 -7.8 $3.2B Healthcare
39 MERCURY GENERAL CORP MCY 0.28% $1.1M 12,004 9.1 $4.9B Financial Services
40 KEMPER CORP KMPR 0.21% $783,442 26,423 12.5 $1.8B Financial Services
41 STEWART INFO SERVICES CORP STC 0.21% $805,806 12,652 14.7 $1.8B Financial Services
42 HORACE MANN EDUCATORS CORP HMN 0.21% $778,710 18,710 10.9 $1.7B Financial Services
43 HCI GROUP INC HCI 0.20% $759,062 4,849 5.9 $2.0B Financial Services
44 SKYWARD SPECIALTY INSURANCE GROUP SKWD 0.19% $727,853 16,994 10.3 $1.9B Financial Services
45 BLK CSH FND TREASURY SL AGENCY Bond 0.16% $598,740 598,740
46 PROASSURANCE CORP PRA 0.15% $568,364 23,208 25.0 $1.3B Financial Services
47 SAFETY INSURANCE GROUP INC SAFT 0.13% $485,464 6,736 10.7 $1.1B Financial Services
48 CNA FINANCIAL CORP CNA 0.12% $448,715 9,793 9.7 $12.3B Financial Services
49 F&G ANNUITIES AND LIFE INC FG 0.11% $402,769 17,016 12.4 $3.3B Financial Services
50 TRUPANION INC TRUP 0.10% $391,800 15,257 55.5 $1.1B Financial Services

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms