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IEDI

iShares U.S. Consumer Focused ETF
1W: +0.8% 1M: -5.3% 3M: -1.5% YTD: -1.8% 1Y: +6.4% 3Y: +53.2% 5Y: +39.2%
$54.12
-0.10 (-0.19%)
After Hours: $53.88 (-0.24, -0.45%)
ETF CBOE · AUM $28.9M
ETF-Level Metrics
AUM$29M
Holdings180
Top 10 Wt58.2%
Beta1.16
% Profitable87%
Coverage99%
Portfolio Valuation
P/E32.9
P/B8.3
P/S2.1
EV/EBITDA17.7
P/FCF65.1
PEG3.92
Profitability & Returns
Gross Margin31.7%
Net Margin6.3%
ROE28.6%
ROA10.6%
ROIC17.6%
Div Yield1.12%
Leverage & Liquidity
Debt/Equity0.66
Debt/Assets0.26
Net Debt/EBITDA0.8x
Interest Cov17.0x
Current Ratio1.00
Quick Ratio0.59
Growth (YoY)
Revenue+7.4%
Net Income+13.4%
EPS+14.2%
FCF+5.3%
EBITDA+11.0%
Rev CAGR 3Y+6.5%
Quality Scores
Piotroski F6.8
Altman Z5.70
IS Quality68.2
IS Overall57.3
IS Value40.0
Median P/E21.0

Sector Breakdown

10 sectors
Sector # Holdings Total Weight % Avg P/E
Consumer Cyclical 87 61.6% 55.6
Consumer Defensive 29 25.5% 19.4
Industrials 22 3.6% 33.6
Technology 14 3.1% 25.1
Communication Services 16 3.0% 34.2
Financial Services 4 1.6% 23.9
Other 6 0.9%
Real Estate 5 0.4% 462.4
Healthcare 2 0.2% 20.9
Energy 1 0.1% 49.3

Smart Money Overlap

14 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
WMT Walmart Inc. 11.15% 4 Bullish 22 3 +1.2%
HD The Home Depot, Inc. 9.47% 4 Bullish 11 11 -3.3%
HLT Hilton Worldwide Holdings Inc. 1.58% 4 Bullish 7 2 -2.6%
AZO AutoZone, Inc. 1.29% 4 Bullish 32 2 +0.7%
TSCO Tractor Supply Company 0.73% 4 Bullish 13 4 -1.6%
LULU Lululemon Athletica Inc. 0.67% 4 Bullish 12 1 -1.9%
FERG Ferguson plc 0.54% 4 Bullish 28 1 +7.0%
DIS The Walt Disney Company 0.53% 4 Bullish 29 3 +0.2%
HOOD Robinhood Markets, Inc. 0.36% 4 Bullish 11 2 -0.6%
META Meta Platforms, Inc. 0.17% 4 Bullish 42 14 -3.2%
ARMK Aramark 0.17% 4 Bullish 25 1 +5.0%
NFLX Netflix, Inc. 0.16% 4 Bullish 71 13 +3.2%
VVV Valvoline Inc. 0.08% 4 Bullish 7 1 +5.4%
CLX The Clorox Company 0.04% 4 Bullish 1 1 +2.9%
Showing 50 of 186 holdings · Page 1 of 4
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 WALMART INC WMT 11.15% $3.0M 24,038 45.8 $1.0T Consumer Defensive
2 HOME DEPOT INC HD 9.47% $2.6M 7,985 22.6 $320.3B Consumer Cyclical
3 COSTCO WHOLESALE CORP COST 8.68% $2.4M 2,320 52.7 $450.3B Consumer Defensive
4 AMAZON COM INC AMZN 7.04% $1.9M 9,105 28.9 $2.3T Consumer Cyclical
5 TJX INC TJX 6.80% $1.8M 11,435 33.0 $179.5B Consumer Cyclical
6 LOWES COMPANIES INC LOW 5.21% $1.4M 6,115 19.4 $129.7B Consumer Cyclical
7 ROSS STORES INC ROST 3.46% $939,095 4,269 32.8 $71.2B Consumer Cyclical
8 OREILLY AUTOMOTIVE INC ORLY 3.11% $844,721 9,240 30.4 $76.7B Consumer Cyclical
9 STARBUCKS CORP SBUX 1.68% $454,651 5,031 75.1 $103.0B Consumer Cyclical
10 CHIPOTLE MEXICAN GRILL INC CMG 1.65% $448,224 13,517 28.4 $43.8B Consumer Cyclical
11 HILTON WORLDWIDE HOLDINGS INC HLT 1.58% $428,760 1,406 49.4 $70.9B Consumer Cyclical
12 MARRIOTT INTERNATIONAL INC CLASS A MAR 1.50% $407,610 1,228 34.3 $88.0B Consumer Cyclical
13 AUTOZONE INC AZO 1.29% $350,256 103 23.2 $56.0B Consumer Cyclical
14 UBER TECHNOLOGIES INC UBER 1.24% $335,852 4,675 14.8 $147.9B Technology
15 CARVANA CLASS A CVNA 1.10% $297,901 949 31.6 $68.0B Consumer Cyclical
16 ULTA BEAUTY INC ULTA 1.06% $288,578 537 20.9 $23.8B Consumer Cyclical
17 KROGER KR 0.98% $264,946 3,662 44.8 $45.8B Consumer Defensive
18 BURLINGTON STORES INC BURL 0.92% $248,849 757 34.6 $20.6B Consumer Cyclical
19 DOORDASH INC CLASS A DASH 0.90% $243,593 1,557 72.4 $68.0B Communication Services
20 DARDEN RESTAURANTS INC DRI 0.86% $232,651 1,185 20.6 $22.6B Consumer Cyclical
21 DOLLAR GENERAL CORP DG 0.84% $227,626 1,901 17.4 $26.4B Consumer Defensive
22 INTUIT INC INTU 0.83% $224,337 531 27.2 $117.6B Technology
23 CINTAS CORP CTAS 0.79% $214,264 1,229 36.1 $69.7B Industrials
24 WILLIAMS SONOMA INC WSM 0.78% $212,601 1,180 19.7 $21.4B Consumer Cyclical
25 VISA INC CLASS A V 0.77% $209,658 697 27.7 $580.0B Financial Services
26 CASEYS GENERAL STORES INC CASY 0.77% $208,901 281 42.4 $27.6B Consumer Cyclical
27 TRACTOR SUPPLY TSCO 0.73% $198,724 4,535 21.1 $23.1B Consumer Cyclical
28 DOLLAR TREE INC DLTR 0.72% $195,409 1,802 16.8 $21.6B Consumer Defensive
29 BLK CSH FND TREASURY SL AGENCY Bond 0.70% $189,713 189,713
30 LULULEMON ATHLETICA INC LULU 0.67% $182,971 1,175 11.7 $18.3B Consumer Cyclical
31 TAPESTRY INC TPR 0.65% $175,512 1,243 55.2 $28.9B Consumer Cyclical
32 ROYAL CARIBBEAN GROUP LTD 0I1W.L 0.65% $175,371 641 17.4 $75.6B Consumer Cyclical
33 NIKE INC CLASS B NKE 0.64% $172,960 3,914 29.0 $65.3B Consumer Cyclical
34 FERGUSON ENTERPRISES INC FERG 0.54% $145,743 620 22.2 $45.7B Industrials
35 WALT DISNEY DIS 0.53% $142,790 1,478 14.1 $171.4B Communication Services
36 DICKS SPORTING INC DKS 0.52% $141,128 736 20.1 $15.9B Consumer Cyclical
37 FIVE BELOW INC FIVE 0.48% $130,171 553 36.2 $13.0B Consumer Cyclical
38 AIRBNB INC CLASS A ABNB 0.44% $120,327 963 30.5 $74.9B Consumer Cyclical
39 BLOCK INC CLASS A SQ 0.44% $118,902 1,989 28.1 $51.7B Technology
40 MCDONALDS CORP MCD 0.40% $109,035 355 25.6 $219.2B Consumer Cyclical
41 EBAY INC EBAY 0.40% $108,826 1,156 20.9 $42.6B Consumer Cyclical
42 DOMINOS PIZZA INC DPZ 0.40% $107,538 290 21.0 $12.5B Consumer Cyclical
43 FASTENAL FAST 0.37% $100,702 2,175 42.2 $53.2B Industrials
44 ROBINHOOD MARKETS INC CLASS A HOOD 0.36% $97,562 1,416 32.9 $62.0B Financial Services
45 US FOODS HOLDING CORP USFD 0.35% $94,585 1,052 29.6 $20.0B Consumer Defensive
46 SYSCO CORP SYY 0.33% $88,452 1,243 19.0 $34.1B Consumer Defensive
47 BJS WHOLESALE CLUB HOLDINGS INC BJ 0.33% $90,509 923 22.1 $12.8B Consumer Defensive
48 EXPEDIA GROUP INC EXPE 0.32% $86,065 382 21.4 $26.4B Consumer Cyclical
49 COPART INC CPRT 0.32% $85,537 2,561 20.7 $32.3B Industrials
50 PAYPAL HOLDINGS INC PYPL 0.30% $80,433 1,774 8.1 $42.4B Financial Services

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