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IYRI

NEOS Real Estate High Income ETF
1W: +1.2% 1M: -6.6% 3M: -3.5% YTD: -0.9% 1Y: +0.8%
$48.08
+0.51 (+1.07%)
After Hours: $47.73 (-0.35, -0.73%)
Weekly Expected Move ±1.8%
$45 $46 $46 $47 $48
ETF CBOE · AUM $118.0M
ETF-Level Metrics
AUM$118M
Holdings64
Top 10 Wt51.1%
Beta0.10
% Profitable89%
Coverage99%
Portfolio Valuation
P/E41.1
P/B3.1
P/S7.9
EV/EBITDA22.8
P/FCF26.6
PEG4.14
Profitability & Returns
Gross Margin35.4%
Net Margin19.0%
ROE7.8%
ROA3.4%
ROIC4.3%
Div Yield3.90%
Leverage & Liquidity
Debt/Equity1.10
Debt/Assets0.47
Net Debt/EBITDA5.7x
Interest Cov3.3x
Current Ratio0.65
Quick Ratio0.65
Growth (YoY)
Revenue+11.6%
Net Income+34.0%
EPS+30.6%
FCF+31.1%
EBITDA+13.9%
Rev CAGR 3Y+9.8%
Quality Scores
Piotroski F6.1
Altman Z1.89
IS Quality66.4
IS Overall53.7
IS Value50.5
Median P/E25.9

Sector Breakdown

3 sectors
Sector # Holdings Total Weight % Avg P/E
Real Estate 59 98.3% 71.2
Other 3 1.0%
Communication Services 2 0.7% 427.7

Smart Money Overlap

3 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
WELL Welltower Inc. 9.97% 4 Bullish 6 1 -2.4%
WPC W. P. Carey Inc. 1.22% 4 Bullish 2 2 +1.3%
AMH American Homes 4 Rent 0.73% 4 Bullish 16 3 -1.4%
Showing 50 of 64 holdings · Page 1 of 2
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 Welltower Inc WELL 9.97% $23.8M 117,857 148.9 $141.2B Real Estate
2 Prologis Inc PLD 9.26% $22.1M 165,527 37.7 $124.3B Real Estate
3 Equinix Inc EQIX 5.03% $12.0M 12,032 72.8 $98.3B Real Estate
4 Digital Realty Trust Inc DLR 4.55% $10.9M 59,948 47.7 $62.4B Real Estate
5 Simon Property Group Inc SPG 4.46% $10.7M 56,516 13.3 $61.3B Real Estate
6 Realty Income Corp O 4.32% $10.3M 166,303 53.2 $58.0B Real Estate
7 AMERICAN TOWER CORP AMT 4.25% $10.2M 58,460 32.2 $81.3B Real Estate
8 Public Storage PSA 3.46% $8.3M 29,554 27.6 $49.2B Real Estate
9 CBRE Group Inc CBRE 3.17% $7.6M 55,476 35.1 $40.7B Real Estate
10 Crown Castle Inc CCI 2.94% $7.0M 82,840 83.1 $37.0B Real Estate
11 Ventas Inc VTR 2.89% $6.9M 82,958 156.1 $39.6B Real Estate
12 Iron Mountain Inc IRM 2.39% $5.7M 55,456 212.9 $30.6B Real Estate
13 VICI Properties Inc VICI 2.32% $5.6M 200,673 10.6 $29.6B Real Estate
14 Extra Space Storage Inc EXR 2.24% $5.4M 40,008 29.1 $28.3B Real Estate
15 Cash & Other Cash Cash&Other 2.14% $5.1M 5,117,665
16 AvalonBay Communities Inc AVB 1.84% $4.4M 26,564 22.2 $23.5B Real Estate
17 SBA Communications Corp SBAC 1.71% $4.1M 20,081 20.6 $21.6B Real Estate
18 Equity Residential EQR 1.63% $3.9M 64,881 20.4 $22.8B Real Estate
19 Weyerhaeuser Co WY 1.39% $3.3M 136,406 54.4 $17.6B Real Estate
20 CoStar Group Inc CSGP 1.34% $3.2M 79,962 2222.3 $16.9B Real Estate
21 Essex Property Trust Inc ESS 1.24% $3.0M 11,994 23.7 $15.9B Real Estate
22 WP Carey Inc WPC 1.22% $2.9M 41,493 33.2 $15.4B Real Estate
23 Kimco Realty Corp KIM 1.22% $2.9M 128,796 26.1 $15.3B Real Estate
24 Sun Communities Inc SUI 1.19% $2.8M 22,012 11.6 $15.9B Real Estate
25 Mid-America Apartment Communities Inc MAA 1.15% $2.7M 21,970 32.7 $14.6B Real Estate
26 Invitation Homes Inc INVH 1.14% $2.7M 106,878 26.6 $15.7B Real Estate
27 Jones Lang LaSalle Inc JLL 1.10% $2.6M 8,621 18.2 $14.4B Real Estate
28 Omega Healthcare Investors Inc OHI 1.01% $2.4M 53,456 22.6 $13.3B Real Estate
29 Regency Centers Corp REG 0.98% $2.4M 30,568 23.1 $14.1B Real Estate
30 Annaly Capital Management Inc NLY 0.98% $2.3M 109,888 7.3 $15.4B Real Estate
31 Host Hotels & Resorts Inc HST 0.97% $2.3M 121,299 17.3 $13.2B Real Estate
32 Equity LifeStyle Properties Inc ELS 0.96% $2.3M 36,045 33.1 $12.4B Real Estate
33 Gaming and Leisure Properties Inc GLPI 0.96% $2.3M 51,961 15.1 $12.6B Real Estate
34 HEALTHPEAK PROPERTIES INC. DOC 0.92% $2.2M 133,258 161.2 $11.5B Real Estate
35 Lamar Advertising Co LAMR 0.88% $2.1M 16,486 22.0 $13.0B Real Estate
36 Camden Property Trust CPT 0.85% $2.0M 20,063 28.3 $10.6B Real Estate
37 UDR Inc UDR 0.82% $2.0M 56,953 30.2 $11.4B Real Estate
38 EastGroup Properties Inc EGP 0.75% $1.8M 9,517 39.0 $10.1B Real Estate
39 American Homes 4 Rent AMH 0.73% $1.7M 59,931 23.8 $10.6B Real Estate
40 AGNC Investment Corp AGNC 0.72% $1.7M 170,758 6.6 $11.4B Real Estate
41 Brixmor Property Group Inc BRX 0.70% $1.7M 57,923 23.0 $8.9B Real Estate
42 CubeSmart CUBE 0.67% $1.6M 42,983 25.5 $8.4B Real Estate
43 Federal Realty Investment Trust FRT 0.65% $1.5M 14,479 22.3 $9.2B Real Estate
44 Agree Realty Corp ADC 0.64% $1.5M 20,075 43.0 $9.2B Real Estate
45 NNN REIT Inc NNN 0.63% $1.5M 35,509 20.7 $8.1B Real Estate
46 First Industrial Realty Trust Inc FR 0.61% $1.5M 24,954 31.4 $7.8B Real Estate
47 BXP Inc BXP 0.59% $1.4M 27,449 29.8 $8.2B Real Estate
48 Rexford Industrial Realty Inc REXR 0.59% $1.4M 42,531 36.2 $7.9B Real Estate
49 STAG Industrial Inc STAG 0.54% $1.3M 35,037 25.1 $7.0B Real Estate
50 Alexandria Real Estate Equities Inc ARE 0.52% $1.3M 29,044 -5.1 $7.5B Real Estate

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