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INCE

Franklin Income Equity Focus ETF
1W: +0.0% 1M: -3.5% 3M: +5.4% YTD: +6.2% 1Y: +19.8% 3Y: +55.9% 5Y: +70.7%
$64.77
+0.17 (+0.26%)
After Hours: $63.81 (-0.96, -1.48%)
Weekly Expected Move ±1.4%
$62 $63 $64 $65 $66
ETF AMEX · AUM $117.5M
ETF-Level Metrics
AUM$118M
Holdings48
Top 10 Wt31.2%
Beta0.70
% Profitable54%
Coverage56%
Portfolio Valuation
P/E19.7
P/B3.2
P/S2.4
EV/EBITDA12.1
P/FCF20.5
PEG5.02
Profitability & Returns
Gross Margin37.0%
Net Margin12.3%
ROE16.5%
ROA3.3%
ROIC12.8%
Div Yield2.96%
Leverage & Liquidity
Debt/Equity0.95
Debt/Assets0.19
Net Debt/EBITDA0.7x
Interest Cov2.7x
Current Ratio0.85
Quick Ratio0.79
Growth (YoY)
Revenue+4.0%
Net Income+5.7%
EPS+7.0%
FCF+11.0%
EBITDA+2.8%
Rev CAGR 3Y+2.5%
Quality Scores
Piotroski F6.0
Altman Z2.96
IS Quality66.0
IS Overall51.5
IS Value54.1
Median P/E21.4

Sector Breakdown

11 sectors
Sector # Holdings Total Weight % Avg P/E
Other 37 36.6%
Financial Services 11 10.7% 13.5
Industrials 5 9.9% 28.1
Consumer Defensive 5 9.6% 23.3
Energy 3 9.0% 23.9
Utilities 6 6.6% 24.7
Technology 5 5.7% 25.6
Basic Materials 2 3.9% -90.4
Healthcare 4 3.4% 22.4
Communication Services 1 2.7% 12.2
Consumer Cyclical 2 2.0% 24.1

Smart Money Overlap

13 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
JPM JPMorgan Chase & Co. 2.51% 4 Bullish 14 9 +0.2%
RTX RTX Corporation 2.10% 4 Bullish 18 3 +0.2%
JPM JPMorgan Chase & Co. 1.60% 4 Bullish 14 9 +0.2%
UNP Union Pacific Corporation 1.52% 4 Bullish 37 3 -2.2%
PFE Pfizer Inc. 1.15% 4 Bullish 11 2 +6.6%
IBM International Business Machines Corporation 1.10% 4 Bullish 10 8 +2.5%
JNJ Johnson & Johnson 1.09% 4 Bullish 12 2 +0.4%
SRE Sempra 1.05% 4 Bullish 7 1 +7.2%
HON Honeywell International Inc. 0.98% 4 Bullish 11 3 -4.2%
HD The Home Depot, Inc. 0.89% 4 Bullish 11 11 -3.3%
FITB Fifth Third Bancorp 0.53% 4 Bullish 2 1 +4.5%
SCHW The Charles Schwab Corporation 0.50% 4 Bullish 12 3 +1.5%
MRK Merck & Co., Inc. 0.41% 4 Bullish 11 2 +2.1%
Showing 50 of 81 holdings · Page 1 of 2
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 EXXON MOBIL CORP XOM 3.97% $4.5M 27,955 24.1 $669.5B Energy
2 CHEVRON CORP CVX 3.47% $3.9M 19,746 32.2 $397.7B Energy
3 PEPSICO INC PEP 3.06% $3.5M 22,063 26.1 $214.6B Consumer Defensive
4 IFT - MONEY MARKET PORT Cash 2.78% $3.1M 3,145,834
5 SOUTHERN CO/THE SO 2.77% $3.1M 32,190 24.8 $109.1B Utilities
6 LOCKHEED MARTIN CORP LMT 2.74% $3.1M 4,992 28.7 $143.5B Industrials
7 VERIZON COMMUNICATIONS IN VZ 2.71% $3.1M 62,163 12.2 $208.4B Communication Services
8 JOHNSON CONTROLS INTERNAT 0Y7S.L 2.58% $2.9M 21,953 24.0 $85.1B Industrials
9 PROCTER & GAMBLE CO/THE PG 2.58% $2.9M 20,409 21.1 $334.4B Consumer Defensive
10 JPMORGAN CHASE 0 1/27 JPM 2.51% $2.8M 49,000 14.4 $794.5B Financial Services
11 RIO TINTO PLC-SPON ADR RIO 2.28% $2.6M 27,318 15.2 $153.6B Basic Materials
12 RTX CORP RTX 2.10% $2.4M 12,124 39.2 $263.4B Industrials
13 TORONTO DOM BANK 9 1/27 Private 2.01% $2.3M 25,300
14 TXN ELN RBC 9 7/21/2026 TXN 1.92% $2.2M 11,000 35.4 $177.4B Technology
15 BNP PARIBAS ISS 10 8/26 Private 1.87% $2.1M 45,000
16 ALBEMARLE CORP Private ALBPA 1.83% $2.1M 29,071
17 CITIGROUP GLOBAL 8 10/26 Private 1.83% $2.1M 28,000
18 ADI 10 ELN RBC 11/16/26 Private 1.79% $2.0M 8,000
19 AIR PRODUCTS & CHEMICALS APD 1.63% $1.8M 6,298 -196.0 $65.4B Basic Materials
20 JPMORGAN CHASE & CO JPM 1.60% $1.8M 6,183 14.4 $794.5B Financial Services
21 NEE ELN 8.0% 2/10 Private 1.57% $1.8M 20,000
22 TOTALENERGIES SE TTE.PA 1.55% $1.8M 19,058 15.4 $168.7B Energy
23 UNION PACIFIC CORP UNP 1.52% $1.7M 7,059 20.3 $145.2B Industrials
24 MERRILL LYNCH BV 0 9/26 Private 1.50% $1.7M 6,000
25 COCA-COLA CO/THE KO 1.44% $1.6M 21,334 25.2 $330.0B Consumer Defensive
26 DUKE ENERGY CORP DUK 1.44% $1.6M 12,376 20.7 $102.8B Utilities
27 NEXTERA ENERGY INC Private NEEPS 1.44% $1.6M 28,823
28 PHILIP MORRIS INTERNATION PM 1.43% $1.6M 10,253 21.7 $246.1B Consumer Defensive
29 WELLS FARGO BANK 7.5 1/27 Private 1.35% $1.5M 4,700
30 MERRILL LYNCH BV 0 12/26 Private 1.24% $1.4M 22,000
31 PFIZER INC PFE 1.15% $1.3M 45,820 20.7 $161.1B Healthcare
32 BOEING CO/THE Private BAPA 1.15% $1.3M 19,525
33 INTL BUSINESS MACHINES CO IBM 1.10% $1.2M 5,000 21.9 $232.8B Technology
34 TORONTO DOM BANK 7 4/26 Private 1.09% $1.2M 5,000
35 JOHNSON & JOHNSON JNJ 1.09% $1.2M 5,094 22.0 $585.7B Healthcare
36 BARCLAYS BK PLC 9 1/27 BCS 1.08% $1.2M 4,200 7.9 $75.5B Financial Services
37 US BANCORP USB 1.08% $1.2M 23,059 10.9 $82.3B Financial Services
38 MCDONALD'S CORP MCD 1.07% $1.2M 3,946 25.6 $219.2B Consumer Cyclical
39 CITIGROUP GLOBAL 8.5 8/26 Private 1.07% $1.2M 5,000
40 NESTLE SA-SPONS ADR NSRGY 1.06% $1.2M 12,293 22.3 $254.1B Consumer Defensive
41 TEXAS INSTRUMENTS INC TXN 1.05% $1.2M 6,113 35.4 $177.4B Technology
42 SEMPRA SRE 1.05% $1.2M 12,036 35.3 $64.8B Utilities
43 MORGAN STAN FIN 0 12/26 Private 1.04% $1.2M 3,500
44 ORACLE CORP Private ORCLPD 0.99% $1.1M 24,930
45 HONEYWELL INTERNATIONAL I HON 0.98% $1.1M 4,827 28.4 $145.9B Industrials
46 BANK OF AMERICA CORP BAC 0.96% $1.1M 21,926 11.9 $354.4B Financial Services
47 TORONTO DOM BANK 7.5 8/26 Private 0.95% $1.1M 4,700
48 WELLS FARGO BANK 11 1/27 Private 0.93% $1.1M 10,789
49 ABBV ELN 12/11/2026 Private 0.93% $1.0M 5,000
50 MIZUHO MARKETS 10 7/26 Private 0.90% $1.0M 25,000

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