— Know what they know.
Not Investment Advice

SMLF

iShares U.S. Small-Cap Equity Factor ETF
1W: -0.7% 1M: -5.8% 3M: -1.8% YTD: -1.3% 1Y: +16.9% 3Y: +54.6% 5Y: +50.9%
$74.89
-1.30 (-1.71%)
After Hours: $74.38 (-0.52, -0.69%)
ETF AMEX · AUM $3.4B
ETF-Level Metrics
AUM$3.4B
Holdings830
Top 10 Wt9.1%
Beta1.26
% Profitable68%
Coverage99%
Portfolio Valuation
P/E37.7
P/B4.3
P/S2.6
EV/EBITDA16.8
P/FCF23.2
PEG1.65
Profitability & Returns
Gross Margin35.7%
Net Margin4.1%
ROE7.3%
ROA1.7%
ROIC7.7%
Div Yield1.39%
Leverage & Liquidity
Debt/Equity0.88
Debt/Assets0.21
Net Debt/EBITDA1.7x
Interest Cov2.4x
Current Ratio1.05
Quick Ratio0.94
Growth (YoY)
Revenue+17.4%
Net Income+26.9%
EPS+28.4%
FCF+29.2%
EBITDA+28.4%
Rev CAGR 3Y+13.1%
Quality Scores
Piotroski F6.1
Altman Z6.14
IS Quality64.4
IS Overall53.2
IS Value51.0
Median P/E12.4

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Industrials 126 19.0% 24.1
Technology 135 18.3% 29.9
Financial Services 108 13.6% 7.2
Healthcare 127 12.8% -47.5
Consumer Cyclical 106 11.4% 9.9
Real Estate 60 5.3% 20.8
Energy 39 5.1% 13.3
Basic Materials 38 4.3% 7.8
Consumer Defensive 41 3.9% 35.3
Communication Services 32 2.6% -29.3
Utilities 18 2.4% 4.1
Other 8 1.2%

Smart Money Overlap

14 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
CRS Carpenter Technology Corporation 0.36% 4 Bullish 10 5 +17.1%
FCNCA First Citizens BancShares, Inc. 0.25% 4 Bullish 9 1 +5.2%
BCRX BioCryst Pharmaceuticals, Inc. 0.19% 4 Bullish 13 1 +9.3%
AMH American Homes 4 Rent 0.18% 4 Bullish 16 3 -5.5%
APG APi Group Corporation 0.13% 4 Bullish 3 8 -3.3%
FSS Federal Signal Corporation 0.12% 4 Bullish 6 2 +0.2%
MOS The Mosaic Company 0.10% 4 Bullish 1 1 -3.9%
HOG Harley-Davidson, Inc. 0.08% 4 Bullish 3 5 +8.6%
OPCH Option Care Health, Inc. 0.07% 4 Bullish 1 2 +5.0%
INGR Ingredion Incorporated 0.04% 4 Bullish 33 2 +0.5%
FMC FMC Corporation 0.04% 4 Bullish 3 2 +14.6%
VSAT Viasat, Inc. 0.04% 4 Bullish 6 1 +8.1%
ACIW ACI Worldwide, Inc. 0.03% 4 Bullish 2 1 -1.3%
CNS Cohen & Steers, Inc. 0.02% 4 Bullish 24 1 +4.2%
Showing 50 of 838 holdings · Page 1 of 17
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 SANDISK CORP SNDK 2.02% $68.5M 90,893 -85.2 $89.0B Technology
2 EMCOR GROUP INC EME 1.19% $40.5M 54,840 25.8 $32.5B Industrials
3 COMFORT SYSTEMS USA INC FIX 1.07% $36.2M 25,449 46.9 $47.9B Industrials
4 BLK CSH FND TREASURY SL AGENCY Bond 0.94% $31.8M 31,826,437
5 NVENT ELECTRIC PLC NVT 0.77% $26.1M 216,684 26.9 $19.2B Industrials
6 JABIL INC JBL 0.73% $24.6M 95,054 34.8 $28.2B Technology
7 INTERACTIVE BROKERS GROUP INC CLAS IBKR 0.73% $24.6M 359,259 30.0 $114.4B Financial Services
8 TAPESTRY INC TPR 0.69% $23.5M 167,428 55.3 $28.9B Consumer Cyclical
9 LUMENTUM HOLDINGS INC LITE 0.67% $22.6M 32,316 194.6 $49.2B Technology
10 CIENA CORP CIEN 0.64% $21.8M 56,626 240.0 $54.9B Technology
11 MUELLER INDUSTRIES INC MLI 0.62% $21.0M 189,714 15.6 $12.2B Industrials
12 STERLING INFRASTRUCTURE INC STRL 0.61% $20.6M 48,968 44.0 $12.8B Industrials
13 WILLIAMS SONOMA INC WSM 0.55% $18.5M 100,451 19.8 $21.6B Consumer Cyclical
14 POWELL INDUSTRIES INC POWL 0.52% $17.5M 34,766 33.9 $6.4B Industrials
15 UNITED THERAPEUTICS CORP UTHR 0.51% $17.3M 32,714 17.7 $23.3B Healthcare
16 NATERA INC NTRA 0.51% $17.4M 87,745 -128.8 $27.8B Healthcare
17 FLEX LTD FLEX 0.51% $17.4M 274,192 28.6 $23.9B Technology
18 ROCKET LAB CORP RKLB 0.49% $16.7M 241,033 -190.5 $37.5B Industrials
19 IDACORP INC IDA 0.48% $16.1M 115,410 23.4 $7.7B Utilities
20 ARGAN INC AGX 0.47% $15.8M 33,629 41.4 $5.7B Industrials
21 TENET HEALTHCARE CORP THC 0.46% $15.7M 77,378 12.2 $17.2B Healthcare
22 RELIANCE STEEL & ALUMINUM RS 0.46% $15.5M 52,464 21.1 $15.7B Basic Materials
23 POPULAR INC BPOP 0.45% $15.1M 117,025 10.5 $8.9B Financial Services
24 COHERENT CORP COHR 0.45% $15.2M 58,979 128.9 $38.6B Technology
25 ROYAL GOLD INC RGLD 0.44% $14.9M 61,541 39.8 $15.1B Basic Materials
26 HASBRO INC HAS 0.44% $15.1M 164,377 -39.7 $12.8B Consumer Cyclical
27 CURTISS WRIGHT CORP CW 0.44% $15.1M 21,817 50.8 $24.5B Industrials
28 INSMED INC INSM 0.43% $14.6M 102,008 -24.7 $31.8B Healthcare
29 OLD REPUBLIC INTERNATIONAL CORP ORI 0.42% $14.3M 364,846 10.4 $9.8B Financial Services
30 ANTERO MIDSTREAM CORP AM 0.41% $13.8M 608,599 27.2 $11.2B Energy
31 CORE & MAIN INC CLASS A CNM 0.40% $13.5M 283,153 21.4 $9.4B Industrials
32 EVERCORE INC CLASS A EVR 0.40% $13.7M 49,662 18.6 $11.3B Financial Services
33 EXPAND ENERGY CORP EXE 0.39% $13.2M 125,029 14.6 $26.7B Energy
34 CLEAR SECURE INC CLASS A YOU 0.39% $13.2M 272,606 46.7 $5.1B Technology
35 MEDPACE HOLDINGS INC MEDP 0.39% $13.3M 29,316 29.3 $13.2B Healthcare
36 COCA COLA CONSOLIDATED INC COKE 0.38% $12.9M 60,622 23.2 $15.1B Consumer Defensive
37 EAST WEST BANCORP INC EWBC 0.38% $13.0M 124,817 11.1 $14.6B Financial Services
38 BRIXMOR PROPERTY GROUP REIT INC BRX 0.37% $12.6M 427,858 22.8 $8.8B Real Estate
39 EXACT SCIENCES CORP EXAS 0.37% $12.4M 119,752 -95.7 $20.0B Healthcare
40 FTAI AVIATION LTD FTAI 0.37% $12.4M 51,749 49.1 $24.6B Industrials
41 EVERPURE INC CLASS A PSTG 0.37% $12.5M 194,340 108.9 $20.5B Technology
42 BLOOM ENERGY CLASS A CORP BE 0.37% $12.5M 79,953 -398.1 $31.6B Industrials
43 ITT INC ITT 0.37% $12.5M 67,884 30.6 $16.1B Industrials
44 RAMBUS INC RMBS 0.37% $12.6M 134,734 42.7 $9.9B Technology
45 MODERNA INC MRNA 0.37% $12.6M 241,261 -7.4 $21.2B Healthcare
46 DECKERS OUTDOOR CORP DECK 0.36% $12.1M 116,219 13.2 $13.7B Consumer Cyclical
47 SPX TECHNOLOGIES INC SPXC 0.36% $12.2M 60,327 39.2 $10.0B Industrials
48 CARPENTER TECHNOLOGY CORP CRS 0.36% $12.2M 31,614 45.1 $19.5B Industrials
49 REDDIT INC CLASS A RDDT 0.35% $11.7M 81,865 45.6 $24.3B Communication Services
50 APA CORP APA 0.35% $11.7M 319,921 10.6 $15.1B Energy
1 2 3 ... 17 Next →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

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