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AFMC

First Trust Active Factor Mid Cap ETF
1W: +1.8% 1M: -3.7% 3M: +2.4% YTD: +3.2% 1Y: +16.6% 3Y: +65.2% 5Y: +56.1%
$35.41
-0.57 (-1.59%)
 
ETF AMEX · AUM $108.5M
ETF-Level Metrics
AUM$109M
Holdings270
Top 10 Wt—%
Beta1.12
% Profitable87%
Coverage0%
Portfolio Valuation
P/E22.4
P/B3.4
P/S1.4
EV/EBITDA13.2
P/FCF17.2
PEG1.68
Profitability & Returns
Gross Margin26.6%
Net Margin5.5%
ROE13.7%
ROA4.0%
ROIC11.1%
Div Yield1.68%
Leverage & Liquidity
Debt/Equity0.82
Debt/Assets0.24
Net Debt/EBITDA1.5x
Interest Cov4.6x
Current Ratio1.27
Quick Ratio0.99
Growth (YoY)
Revenue+7.7%
Net Income+18.6%
EPS+20.2%
FCF+23.0%
EBITDA+13.4%
Rev CAGR 3Y+7.8%
Quality Scores
Piotroski F6.2
Altman Z4.51
IS Quality68.0
IS Overall54.8
IS Value56.6
Median P/E17.4

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Technology 56 0.0% 34.1
Industrials 48 0.0% 13.6
Consumer Cyclical 37 0.0% 11.0
Healthcare 34 0.0% 9.1
Financial Services 30 0.0% 11.2
Real Estate 16 0.0% 25.2
Basic Materials 14 0.0% 28.1
Consumer Defensive 13 0.0% 14.9
Energy 10 0.0% 27.4
Communication Services 6 0.0% 42.4
Utilities 4 0.0% 8.1
Other 2 0.0%

Smart Money Overlap

7 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
INGR Ingredion Incorporated 0.00% 4 Bullish 33 2 -0.5%
FSS Federal Signal Corporation 0.00% 4 Bullish 6 2 +2.8%
BE Bloom Energy Corporation 0.00% 4 Bullish 10 4 -2.7%
WPC W. P. Carey Inc. 0.00% 4 Bullish 3 2 +1.0%
CAH Cardinal Health, Inc. 0.00% 4 Bullish 1 1 -1.0%
APG APi Group Corporation 0.00% 4 Bullish 3 8 -0.0%
OPCH Option Care Health, Inc. 0.00% 4 Bullish 1 2 +7.9%
Showing 50 of 270 holdings · Page 1 of 6
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 Jabil Inc. JBL 0.00% $1.1M 4,179 35.0 $30.3B Technology
2 UGI Corporation UGI 0.00% $1.1M 29,709 13.0 $7.8B Utilities
3 Old Republic International Corporation ORI 0.00% $1.1M 28,420 10.3 $9.7B Financial Services
4 Coca-Cola Consolidated, Inc. COKE 0.00% $1.1M 5,040 23.1 $15.6B Consumer Defensive
5 MGIC Investment Corporation MTG 0.00% $1.1M 41,071 8.0 $5.6B Financial Services
6 Cirrus Logic, Inc. CRUS 0.00% $1.1M 7,734 18.6 $7.3B Technology
7 Halozyme Therapeutics, Inc. HALO 0.00% $1.1M 16,643 23.5 $7.5B Healthcare
8 Chord Energy Corporation CHRD 0.00% $1.0M 7,858 184.2 $7.9B Energy
9 EnerSys ENS 0.00% $1.0M 6,034 20.1 $6.5B Industrials
10 Dillard's, Inc. (Class A) DDS 0.00% $997,746 1,657 15.2 $8.9B Consumer Cyclical
11 Crown Holdings, Inc. CCK 0.00% $971,524 9,620 15.7 $11.9B Consumer Cyclical
12 Jones Lang LaSalle Incorporated JLL 0.00% $952,818 3,175 17.8 $14.2B Real Estate
13 FirstCash Holdings, Inc. FCFS 0.00% $945,931 5,019 26.1 $8.4B Financial Services
14 Omega Healthcare Investors, Inc. OHI 0.00% $942,426 20,133 22.4 $13.2B Real Estate
15 Toll Brothers, Inc. TOL 0.00% $941,514 6,894 9.3 $13.0B Consumer Cyclical
16 Allison Transmission Holdings, Inc. ALSN 0.00% $933,196 8,318 15.7 $9.9B Consumer Cyclical
17 Oshkosh Corporation OSK 0.00% $933,969 6,476 14.0 $9.4B Industrials
18 First Horizon Corporation FHN 0.00% $913,638 42,045 11.3 $11.0B Financial Services
19 Lumentum Holdings Inc. LITE 0.00% $923,467 1,196 197.7 $55.5B Technology
20 Gaming and Leisure Properties, Inc. GLPI 0.00% $898,484 19,068 15.3 $12.9B Real Estate
21 TD SYNNEX Corporation SNX 0.00% $900,137 5,795 15.6 $13.2B Technology
22 Primoris Services Corporation PRIM 0.00% $232,076 1,622 27.7 $8.1B Industrials
23 The Timken Company TKR 0.00% $901,612 9,253 23.9 $7.1B Industrials
24 EPR Properties EPR 0.00% $890,442 16,650 13.8 $3.8B Real Estate
25 Genpact Limited G 0.00% $894,883 23,359 11.6 $6.4B Technology
26 MAXIMUS, Inc. MMS 0.00% $887,029 12,906 9.7 $3.7B Industrials
27 Cal-Maine Foods, Inc. CALM 0.00% $854,693 10,518 3.3 $3.7B Consumer Defensive
28 Tenet Healthcare Corporation THC 0.00% $213,930 1,043 12.3 $17.6B Healthcare
29 Ryder System, Inc. R 0.00% $217,106 1,128 16.3 $8.0B Industrials
30 Prestige Consumer Healthcare Inc. PBH 0.00% $218,979 3,646 15.5 $2.9B Healthcare
31 Installed Building Products, Inc. IBP 0.00% $215,433 790 26.8 $7.3B Consumer Cyclical
32 Ingredion Incorporated INGR 0.00% $217,173 1,970 9.7 $7.0B Consumer Defensive
33 Booz Allen Hamilton Holding Corporation BAH 0.00% $214,846 2,658 11.8 $9.9B Industrials
34 Applied Industrial Technologies, Inc. AIT 0.00% $217,323 847 24.3 $10.0B Industrials
35 Universal Health Services, Inc. (Class B) UHS 0.00% $231,591 1,237 7.9 $11.9B Healthcare
36 Globe Life Inc. GL 0.00% $852,563 6,191 9.6 $10.8B Financial Services
37 Matson, Inc. MATX 0.00% $853,273 5,395 11.3 $5.1B Industrials
38 InterDigital, Inc. IDCC 0.00% $838,835 2,379 19.1 $8.0B Technology
39 Lear Corporation LEA 0.00% $820,040 7,095 14.6 $6.3B Consumer Cyclical
40 Federated Hermes, Inc. (Class B) FHI 0.00% $1.6M 28,807 10.4 $4.4B Financial Services
41 Curtiss-Wright Corporation CW 0.00% $1.5M 2,125 51.0 $25.9B Industrials
42 National Fuel Gas Company NFG 0.00% $1.5M 15,735 13.2 $9.0B Energy
43 RenaissanceRe Holdings Ltd. RNR 0.00% $1.5M 5,063 5.0 $12.8B Financial Services
44 Incyte Corporation INCY 0.00% $804,296 8,653 14.2 $18.4B Healthcare
45 Advanced Energy Industries, Inc. AEIS 0.00% $796,226 2,429 80.3 $12.9B Industrials
46 Snap-on Incorporated SNA 0.00% $793,333 2,199 18.5 $19.1B Industrials
47 Essent Group Ltd. ESNT 0.00% $777,252 13,431 8.1 $5.6B Financial Services
48 Dolby Laboratories, Inc. DLB 0.00% $328,955 5,348 23.2 $5.6B Technology
49 NewMarket Corporation NEU 0.00% $324,336 534 14.1 $5.8B Basic Materials
50 PVH Corp. PVH 0.00% $325,632 5,088 9.3 $3.2B Consumer Cyclical
1 2 3 ... 6 Next →

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