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IYC

iShares U.S. Consumer Discretionary ETF
1W: -0.7% 1M: -5.7% 3M: -7.7% YTD: -6.3% 1Y: +5.7% 3Y: +56.0% 5Y: +31.2%
$96.26
-1.26 (-1.29%)
After Hours: $99.81 (+3.55, +3.69%)
ETF AMEX · AUM $1.1B
ETF-Level Metrics
AUM$1.1B
Holdings166
Top 10 Wt52.4%
Beta1.28
% Profitable78%
Coverage100%
Portfolio Valuation
P/E37.1
P/B7.2
P/S3.2
EV/EBITDA18.4
P/FCF104.1
PEG4.91
Profitability & Returns
Gross Margin38.5%
Net Margin8.5%
ROE22.0%
ROA9.6%
ROIC15.0%
Div Yield0.87%
Leverage & Liquidity
Debt/Equity0.49
Debt/Assets0.22
Net Debt/EBITDA0.4x
Interest Cov21.4x
Current Ratio1.10
Quick Ratio0.84
Growth (YoY)
Revenue+7.3%
Net Income+7.9%
EPS+8.8%
FCF+7.3%
EBITDA+6.8%
Rev CAGR 3Y+8.6%
Quality Scores
Piotroski F6.4
Altman Z6.58
IS Quality68.5
IS Overall55.2
IS Value40.0
Median P/E20.5

Sector Breakdown

7 sectors
Sector # Holdings Total Weight % Avg P/E
Consumer Cyclical 111 67.5% 48.4
Communication Services 21 12.3% -18.5
Consumer Defensive 13 11.6% 10.6
Technology 7 5.4% 11.6
Industrials 13 2.9% 39.4
Other 3 0.1%
Energy 1 0.1% 51.3

Smart Money Overlap

9 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
WMT Walmart Inc. 4.53% 4 Bullish 21 3 +1.5%
NFLX Netflix, Inc. 4.30% 4 Bullish 71 13 -3.9%
HD The Home Depot, Inc. 3.74% 4 Bullish 11 11 -1.2%
MCD McDonald's Corporation 3.66% 4 Bullish 11 1 -5.2%
DIS The Walt Disney Company 2.97% 4 Bullish 28 3 -4.7%
HLT Hilton Worldwide Holdings Inc. 1.11% 4 Bullish 7 2 -3.7%
ARMK Aramark 0.17% 4 Bullish 25 1 +0.1%
VVV Valvoline Inc. 0.07% 4 Bullish 7 1 +9.5%
HOG Harley-Davidson, Inc. 0.03% 4 Bullish 3 5 +8.6%
Showing 50 of 169 holdings · Page 1 of 4
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 AMAZON COM INC AMZN 14.53% $170.2M 810,986 28.6 $2.2T Consumer Cyclical
2 TESLA INC TSLA 9.00% $105.4M 268,386 316.9 $1.4T Consumer Cyclical
3 WALMART INC WMT 4.53% $53.1M 435,067 44.5 $974.1B Consumer Defensive
4 COSTCO WHOLESALE CORP COST 4.34% $50.8M 51,879 50.9 $434.6B Consumer Defensive
5 NETFLIX INC NFLX 4.30% $50.4M 532,198 35.9 $395.4B Communication Services
6 HOME DEPOT INC HD 3.74% $43.8M 132,269 23.0 $327.1B Consumer Cyclical
7 MCDONALDS CORP MCD 3.66% $42.9M 135,793 25.8 $220.5B Consumer Cyclical
8 WALT DISNEY DIS 2.97% $34.8M 350,103 13.8 $168.0B Communication Services
9 TJX INC TJX 2.82% $33.1M 216,241 32.3 $175.4B Consumer Cyclical
10 UBER TECHNOLOGIES INC UBER 2.55% $29.8M 389,223 14.6 $146.6B Technology
11 BOOKING HOLDINGS INC BKNG 2.35% $27.6M 6,290 25.3 $135.8B Consumer Cyclical
12 LOWES COMPANIES INC LOW 2.14% $25.0M 108,355 19.8 $132.4B Consumer Cyclical
13 STARBUCKS CORP SBUX 1.74% $20.4M 219,889 75.8 $103.9B Consumer Cyclical
14 SPOTIFY TECHNOLOGY SA 639.DE 1.31% $15.4M 29,737 38.6 $85.1B Technology
15 OREILLY AUTOMOTIVE INC ORLY 1.22% $14.3M 162,858 30.7 $77.9B Consumer Cyclical
16 MARRIOTT INTERNATIONAL INC CLASS A MAR 1.19% $14.0M 43,379 33.6 $86.3B Consumer Cyclical
17 GENERAL MOTORS GM 1.13% $13.3M 180,350 21.0 $70.5B Consumer Cyclical
18 ROYAL CARIBBEAN GROUP LTD 0I1W.L 1.13% $13.2M 48,981 17.4 $74.7B Consumer Cyclical
19 HILTON WORLDWIDE HOLDINGS INC HLT 1.11% $13.0M 44,091 48.9 $70.1B Consumer Cyclical
20 ROSS STORES INC ROST 1.09% $12.8M 61,597 31.9 $69.7B Consumer Cyclical
21 WARNER BROS. DISCOVERY INC SERIES WBD 1.05% $12.3M 450,265 92.2 $67.1B Communication Services
22 NIKE INC CLASS B NKE 1.02% $12.0M 223,682 30.5 $77.0B Consumer Cyclical
23 AUTOZONE INC AZO 0.93% $10.9M 3,237 23.1 $56.0B Consumer Cyclical
24 AIRBNB INC CLASS A ABNB 0.92% $10.8M 82,211 32.0 $78.6B Consumer Cyclical
25 TARGET CORP TGT 0.86% $10.1M 87,871 13.4 $53.0B Consumer Defensive
26 ELECTRONIC ARTS INC EA 0.83% $9.8M 48,612 74.2 $50.5B Communication Services
27 FORD MOTOR CO F 0.76% $8.9M 754,699 -5.6 $45.4B Consumer Cyclical
28 YUM BRANDS INC YUM 0.73% $8.6M 53,884 27.8 $43.4B Consumer Cyclical
29 CHIPOTLE MEXICAN GRILL INC CMG 0.71% $8.3M 254,494 27.5 $42.5B Consumer Cyclical
30 DELTA AIR LINES INC DAL 0.69% $8.0M 126,081 8.7 $43.7B Industrials
31 EBAY INC EBAY 0.68% $8.0M 87,332 19.9 $40.4B Consumer Cyclical
32 CARVANA CLASS A CVNA 0.65% $7.6M 26,133 30.4 $65.4B Consumer Cyclical
33 GARMIN LTD GRMN 0.62% $7.3M 31,508 27.3 $45.4B Technology
34 TAKE TWO INTERACTIVE SOFTWARE INC TTWO 0.61% $7.2M 35,216 -9.0 $36.1B Communication Services
35 ROBLOX CORP CLASS A RBLX 0.60% $7.0M 119,904 -35.5 $38.2B Technology
36 D R HORTON INC DHI 0.60% $7.0M 50,847 11.9 $39.6B Consumer Cyclical
37 UNITED AIRLINES HOLDINGS INC UAL 0.50% $5.8M 62,922 9.0 $30.0B Industrials
38 COPART INC CPRT 0.48% $5.6M 170,955 20.5 $32.0B Industrials
39 TAPESTRY INC TPR 0.48% $5.6M 39,977 55.3 $28.9B Consumer Cyclical
40 EXPEDIA GROUP INC EXPE 0.46% $5.4M 22,657 22.1 $27.2B Consumer Cyclical
41 DOLLAR GENERAL CORP DG 0.46% $5.4M 42,464 17.4 $26.3B Consumer Defensive
42 COUPANG INC CLASS A CPNG 0.43% $5.1M 252,920 160.6 $33.6B Consumer Cyclical
43 CARNIVAL CORP 0EV1.L 0.43% $5.0M 208,949 12.0 $33.1B Consumer Cyclical
44 LIVE NATION ENTERTAINMENT INC LYV 0.41% $4.8M 30,597 71.2 $34.9B Communication Services
45 TRACTOR SUPPLY TSCO 0.40% $4.7M 102,772 22.1 $24.2B Consumer Cyclical
46 OMNICOM GROUP INC OMC 0.40% $4.7M 61,894 -283.1 $23.7B Communication Services
47 RESTAURANTS BRANDS INTERNATIONAL I QSR.TO 0.40% $4.6M 62,546 31.5 $33.3B Consumer Cyclical
48 ULTA BEAUTY INC ULTA 0.39% $4.5M 8,735 20.3 $23.4B Consumer Cyclical
49 DARDEN RESTAURANTS INC DRI 0.39% $4.5M 22,587 20.8 $23.1B Consumer Cyclical
50 PULTEGROUP INC PHM 0.38% $4.4M 37,551 10.2 $22.5B Consumer Cyclical

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