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BDYN

iShares Dynamic Equity Active ETF
1W: -0.2% 1M: -6.1% 3M: -5.9% YTD: -5.5%
$24.50
-0.12 (-0.48%)
After Hours: $21.77 (-2.73, -11.15%)
Weekly Expected Move ±2.6%
$22 $23 $24 $24 $25
ETF NASDAQ · AUM $2.6B
ETF-Level Metrics
AUM$2.6B
Holdings245
Top 10 Wt532.2%
Beta0.98
% Profitable87%
Coverage182%
Portfolio Valuation
P/E11.0
P/B2.1
P/S1.7
EV/EBITDA15.9
P/FCF16.3
PEG0.34
Profitability & Returns
Gross Margin39.0%
Net Margin15.8%
ROE19.6%
ROA3.1%
ROIC18.8%
Div Yield1.97%
Leverage & Liquidity
Debt/Equity1.32
Debt/Assets0.21
Net Debt/EBITDA-1.2x
Interest Cov3.4x
Current Ratio0.57
Quick Ratio0.55
Growth (YoY)
Revenue+16.3%
Net Income+37.2%
EPS+41.1%
FCF+26.6%
EBITDA+31.1%
Rev CAGR 3Y+15.3%
Quality Scores
Piotroski F6.8
Altman Z13.77
IS Quality72.4
IS Overall64.6
IS Value45.7
Median P/E26.4

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Technology 92 22.7% -9.4
Financial Services 77 12.4% 14.9
Healthcare 56 10.8% 35.8
Consumer Cyclical 51 10.0% 57.3
Communication Services 27 9.5% 23.0
Industrials 66 9.4% 31.2
Other 42 9.2%
Energy 22 6.9% 144.7
Consumer Defensive 20 4.8% 15.9
Utilities 11 2.7% 46.8
Basic Materials 8 1.6% 15.6
Real Estate 5 0.1% 13.2

Smart Money Overlap

68 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
AVGO Broadcom Inc. 1.96% 4 Bullish 1 10 -2.2%
META Meta Platforms, Inc. 1.77% 4 Bullish 42 14 -3.2%
WMT Walmart Inc. 1.49% 4 Bullish 22 3 +1.2%
JNJ Johnson & Johnson 1.16% 4 Bullish 12 2 +0.4%
JPM JPMorgan Chase & Co. 1.12% 4 Bullish 14 9 +0.2%
HD The Home Depot, Inc. 0.98% 4 Bullish 11 11 -3.3%
C Citigroup Inc. 0.92% 4 Bullish 35 9 -0.1%
CSCO Cisco Systems, Inc. 0.92% 4 Bullish 5 6 +0.1%
FCX Freeport-McMoRan Inc. 0.85% 4 Bullish 2 2 +0.2%
DIS The Walt Disney Company 0.85% 4 Bullish 29 3 +0.3%
WMB The Williams Companies, Inc. 0.75% 4 Bullish 12 1 -0.9%
FITB Fifth Third Bancorp 0.70% 4 Bullish 2 1 +4.5%
MRK Merck & Co., Inc. 0.60% 4 Bullish 11 2 +2.1%
GEV GE Vernova Inc. 0.53% 4 Bullish 8 7 +2.9%
NFLX Netflix, Inc. 0.50% 4 Bullish 71 13 +3.2%
ABBV AbbVie Inc. 0.45% 4 Bullish 15 1 -4.0%
UNP Union Pacific Corporation 0.41% 4 Bullish 37 3 -2.2%
HON Honeywell International Inc. 0.29% 4 Bullish 11 3 -4.2%
UNH UnitedHealth Group Incorporated 0.29% 4 Bullish 7 5 -1.7%
PANW Palo Alto Networks, Inc. 0.08% 4 Bullish 2 2 +11.0%
Showing 50 of 477 holdings · Page 1 of 10
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 BLK CSH FND TREASURY SL AGENCY Bond 6.77% $168.4M 168,382,329
2 NVIDIA CORP NVDA 5.04% $125.5M 707,221 35.9 $4.3T Technology
3 ALPHABET INC CLASS C GOOG 4.71% $117.1M 397,732 27.0 $3.6T Communication Services
4 APPLE INC AAPL 3.78% $94.0M 367,375 32.0 $3.8T Technology
5 AMAZON COM INC AMZN 2.45% $61.0M 290,650 28.9 $2.3T Consumer Cyclical
6 MICROSOFT CORP MSFT 2.27% $56.5M 151,308 23.3 $2.8T Technology
7 BROADCOM INC AVGO 1.96% $48.9M 155,343 59.7 $1.5T Technology
8 ELI LILLY LLY 1.77% $44.1M 47,139 40.7 $884.0B Healthcare
9 META PLATFORMS INC CLASS A META 1.77% $44.1M 76,705 24.0 $1.4T Communication Services
10 WALMART INC WMT 1.49% $37.1M 294,823 45.8 $1.0T Consumer Defensive
11 ASML HOLDING ADR REPRESENTING NV ASML 1.43% $35.7M 27,069 46.7 $507.7B Technology
12 COSTCO WHOLESALE CORP COST 1.40% $34.8M 34,249 52.7 $450.3B Consumer Defensive
13 EXXON MOBIL CORP XOM 1.38% $34.2M 213,055 24.1 $669.5B Energy
14 MICRON TECHNOLOGY INC MU 1.31% $32.6M 88,939 17.1 $413.0B Technology
15 INTESA SANPAOLO S P A SPONSORED IT ISNPY 1.26% $31.3M 846,917 9.9 $18.1B Financial Services
16 TESLA INC TSLA 1.25% $31.2M 86,532 307.1 $1.4T Consumer Cyclical
17 TAIWAN SEMICONDUCTOR MANUFACTURING TSM 1.22% $30.4M 89,615 27.3 $1.8T Technology
18 JOHNSON & JOHNSON JNJ 1.16% $29.0M 119,133 22.0 $585.7B Healthcare
19 BANK OF AMERICA CORP BAC 1.16% $28.8M 583,436 11.9 $354.4B Financial Services
20 JPMORGAN CHASE & CO JPM 1.12% $27.8M 94,250 14.4 $794.5B Financial Services
21 TJX INC TJX 1.07% $26.7M 165,433 33.0 $179.5B Consumer Cyclical
22 SPDR GOLD SHARES Private 1.05% $26.0M 60,630
23 GE AEROSPACE GE 1.03% $25.6M 90,891 34.5 $296.6B Industrials
24 BOEING BA 1.00% $24.8M 119,176 71.6 $163.5B Industrials
25 UNICREDITO SPA UNSPONSORED ITALY A UNCRY 1.00% $24.8M 682,640 10.5 $109.3B Financial Services
26 NEXTERA ENERGY INC NEE 0.98% $24.5M 262,663 28.5 $194.1B Utilities
27 HOME DEPOT INC HD 0.98% $24.3M 75,601 22.6 $320.3B Consumer Cyclical
28 SOCIETE GENERALE FRANCE SPONSORED SCGLY 0.96% $23.8M 1,591,137 7.2 $56.4B Financial Services
29 STRYKER CORP SYK 0.93% $23.2M 70,016 39.1 $126.9B Healthcare
30 CISCO SYSTEMS INC CSCO 0.92% $23.0M 290,964 28.2 $312.2B Technology
31 CITIGROUP INC C 0.92% $22.9M 199,030 14.7 $201.6B Financial Services
32 SHELL ADR EACH REPRESENTING PLC SHEL 0.91% $22.6M 242,965 15.0 $265.0B Energy
33 MCKESSON CORP MCK 0.89% $22.0M 24,901 25.1 $109.1B Healthcare
34 MCDONALDS CORP MCD 0.86% $21.3M 69,499 25.6 $219.2B Consumer Cyclical
35 ING GROEP ADR REP NV ING 0.86% $21.3M 802,351 10.6 $77.3B Financial Services
36 FREEPORT MCMORAN INC FCX 0.85% $21.1M 344,225 40.3 $88.2B Basic Materials
37 WALT DISNEY DIS 0.85% $21.0M 217,823 14.1 $171.4B Communication Services
38 BAE SYSTEMS ADR PLC BAESY 0.82% $20.4M 167,955 33.3 $91.0B Industrials
39 WILLIAMS INC WMB 0.75% $18.8M 260,439 33.6 $88.0B Energy
40 NATIONAL GRID ADR REPSG PLC NGG 0.75% $18.7M 212,078 22.7 $87.5B Utilities
41 BRITISH AMERICAN TOBACCO ADR REPRE BTI 0.74% $18.4M 316,155 12.4 $126.6B Consumer Defensive
42 FIFTH THIRD BANCORP FITB 0.70% $17.3M 367,338 12.4 $31.5B Financial Services
43 CASH COLLATERAL USD MLPFT Cash 0.69% $17.1M 17,077,000
44 ASTRAZENECA PLC AZN.L 0.67% $16.6M 81,810 30.2 $237.5B Healthcare
45 WELLS FARGO WFC 0.67% $16.6M 206,497 12.0 $248.7B Financial Services
46 PHILIP MORRIS INTERNATIONAL INC PM 0.67% $16.5M 104,664 21.7 $246.1B Consumer Defensive
47 PROGRESSIVE CORP PGR 0.66% $16.3M 83,530 10.2 $114.4B Financial Services
48 THERMO FISHER SCIENTIFIC INC TMO 0.64% $15.9M 32,398 27.5 $182.6B Healthcare
49 PARKER-HANNIFIN CORP PH 0.64% $15.8M 17,439 32.4 $114.6B Industrials
50 CSX CORP CSX 0.63% $15.8M 383,040 26.6 $76.7B Industrials
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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms