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CDL

VictoryShares US Large Cap High Div Volatility Wtd ETF
1W: +1.4% 1M: -3.7% 3M: +6.2% YTD: +6.5% 1Y: +11.5% 3Y: +47.8% 5Y: +61.0%
$73.55
-0.34 (-0.46%)
After Hours: $75.10 (+1.55, +2.11%)
Weekly Expected Move ±1.4%
$72 $73 $74 $75 $76
ETF NASDAQ · AUM $391.0M
ETF-Level Metrics
AUM$391M
Holdings102
Top 10 Wt16.4%
Beta0.62
% Profitable92%
Coverage99%
Portfolio Valuation
P/E20.7
P/B3.3
P/S2.2
EV/EBITDA12.2
P/FCF19.6
PEG15.31
Profitability & Returns
Gross Margin39.1%
Net Margin10.3%
ROE16.1%
ROA3.9%
ROIC9.7%
Div Yield3.53%
Leverage & Liquidity
Debt/Equity1.09
Debt/Assets0.26
Net Debt/EBITDA2.2x
Interest Cov4.2x
Current Ratio0.80
Quick Ratio0.72
Growth (YoY)
Revenue+6.1%
Net Income+9.2%
EPS+9.1%
FCF+13.9%
EBITDA+10.3%
Rev CAGR 3Y+2.5%
Quality Scores
Piotroski F6.3
Altman Z2.18
IS Quality66.6
IS Overall49.1
IS Value59.3
Median P/E19.8

Sector Breakdown

10 sectors
Sector # Holdings Total Weight % Avg P/E
Utilities 17 24.9% 20.2
Financial Services 24 21.9% 18.1
Consumer Defensive 16 15.3% 26.5
Energy 9 10.2% 23.0
Healthcare 8 6.9% 32.5
Consumer Cyclical 9 6.8% 50.9
Communication Services 5 4.6% -42.0
Technology 6 4.4% 27.8
Industrials 5 4.1% 21.2
Other 3 1.0%

Smart Money Overlap

16 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
AEP American Electric Power Company, Inc. 1.38% 3 Bullish 26 2 -1.7%
EXC Exelon Corporation 1.37% 3 Bullish 8 1 +1.9%
KMI Kinder Morgan, Inc. 1.28% 3 Bullish 6 3 +4.5%
T AT&T Inc. 1.24% 3 Bullish 29 5 +3.9%
EOG EOG Resources, Inc. 1.21% 3 Bullish 21 1 +32.7%
OKE ONEOK, Inc. 1.12% 3 Bullish 3 1 +12.6%
WMB The Williams Companies, Inc. 1.06% 3 Bullish 12 1 +1.2%
COP ConocoPhillips 1.04% 3 Bullish 1 3 +25.4%
HD The Home Depot, Inc. 0.98% 3 Bullish 11 11 -3.3%
PFE Pfizer Inc. 0.97% 3 Bullish 11 2 +1.7%
STT State Street Corporation 0.97% 3 Bullish 1 1 -2.1%
FITB Fifth Third Bancorp 0.90% 3 Bullish 2 1 -1.1%
CLX The Clorox Company 0.87% 3 Bullish 9 1 +3.8%
MRK Merck & Co., Inc. 0.87% 3 Bullish 11 2 +1.1%
IBM International Business Machines Corporation 0.74% 3 Bullish 10 8 -2.3%
CVS CVS Health Corporation 0.73% 3 Bullish 9 2 -2.5%
Showing 50 of 102 holdings · Page 1 of 3
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 FIRSTENERGY CORP. FE 1.79% $6.7M 133,227 28.3 $28.9B Utilities
2 DUKE ENERGY CORP. DUK 1.78% $6.6M 51,161 20.3 $101.1B Utilities
3 WEC ENERGY GROUP WEC 1.75% $6.5M 57,011 23.9 $37.2B Utilities
4 CMS ENERGY CORP. CMS 1.66% $6.2M 80,899 21.4 $23.4B Utilities
5 ALLIANT ENERGY CORP. LNT 1.65% $6.2M 87,688 22.4 $18.1B Utilities
6 EVERGY INC EVRG 1.64% $6.1M 75,755 21.8 $18.6B Utilities
7 DTE ENERGY CO. DTE 1.63% $6.1M 41,975 20.5 $30.0B Utilities
8 SOUTHERN CO SO 1.57% $5.9M 61,466 24.3 $106.9B Utilities
9 CONSOLIDATED EDISON INC. ED 1.50% $5.6M 50,044 19.9 $40.4B Utilities
10 PPL CORP. PPL 1.46% $5.4M 144,588 23.6 $28.3B Utilities
11 COCA-COLA CO/THE KO 1.44% $5.4M 72,015 24.8 $325.6B Consumer Defensive
12 AMERICAN ELECTRIC POWER C AEP 1.38% $5.1M 39,795 18.9 $70.4B Utilities
13 EXELON CORP. EXC 1.37% $5.1M 105,648 17.6 $49.4B Utilities
14 CHEVRON CORP CVX 1.36% $5.1M 24,401 34.1 $422.1B Energy
15 XCEL ENERGY INC. XEL 1.31% $4.9M 62,450 23.0 $48.7B Utilities
16 DOMINION ENERGY INC. D 1.29% $4.8M 79,172 17.3 $53.5B Utilities
17 PUBLIC SERVICE ENTERPRISE PEG 1.28% $4.8M 59,343 19.1 $40.3B Utilities
18 KINDER MORGAN INC KMI 1.28% $4.8M 139,963 24.8 $75.7B Energy
19 CNA FINANCIAL CORP CNA 1.27% $4.7M 103,241 9.5 $12.1B Financial Services
20 PROCTER & GAMBLE CO. PG 1.27% $4.7M 33,144 21.0 $333.2B Consumer Defensive
21 AT&T INC T 1.24% $4.6M 159,496 9.5 $203.7B Communication Services
22 EXXON MOBIL CORP XOM 1.22% $4.5M 27,363 25.7 $712.5B Energy
23 EOG RESOURCES INC EOG 1.21% $4.5M 30,478 16.2 $81.2B Energy
24 MEDTRONIC PLC MDT 1.21% $4.5M 51,225 24.2 $111.9B Healthcare
25 AUTOMATIC DATA PROCESSING ADP 1.14% $4.2M 20,720 19.2 $81.4B Industrials
26 ONEOK INC. OKE 1.12% $4.2M 44,717 17.4 $59.2B Energy
27 TYSON FOODS INC. - CL A TSN 1.10% $4.1M 65,203 110.3 $22.8B Consumer Defensive
28 PNC FINL SERVICES GROUP PNC 1.10% $4.1M 19,910 11.5 $81.6B Financial Services
29 M&T BANK CORP MTB 1.07% $4.0M 19,426 11.5 $29.9B Financial Services
30 ALTRIA GROUP INC. MO 1.07% $4.0M 61,658 16.0 $111.6B Consumer Defensive
31 PHILLIPS 66 PSX 1.07% $4.0M 21,616 17.2 $75.5B Energy
32 PRUDENTIAL FINANCIAL INC PRU 1.07% $4.0M 41,734 9.1 $32.5B Financial Services
33 WILLIAMS COS INC. WMB 1.06% $4.0M 53,423 34.3 $89.9B Energy
34 VERIZON COMMUNICATIONS VZ 1.06% $3.9M 77,740 12.4 $212.2B Communication Services
35 MONDELEZ INTERNATIONAL MDLZ 1.05% $3.9M 68,093 30.6 $75.2B Consumer Defensive
36 PRINCIPAL FINL GROUP INC PFG 1.05% $3.9M 43,857 16.3 $19.1B Financial Services
37 US BANCORP USB 1.04% $3.9M 75,185 10.4 $79.0B Financial Services
38 CONOCOPHILLIPS COP 1.04% $3.9M 29,100 20.1 $163.5B Energy
39 METLIFE INC MET 1.02% $3.8M 54,589 13.3 $44.6B Financial Services
40 TRUIST FINANCIAL CORP TFC 1.00% $3.7M 83,012 10.6 $55.6B Financial Services
41 EVEREST GROUP LTD EG 1.00% $3.7M 11,493 8.3 $12.8B Financial Services
42 PROGRESSIVE CORP. PGR 0.99% $3.7M 18,208 10.3 $116.5B Financial Services
43 PAYCHEX INC. PAYX 0.99% $3.7M 39,340 20.1 $32.9B Industrials
44 PEPSICO INC. PEP 0.99% $3.7M 24,359 25.4 $209.3B Consumer Defensive
45 ARCHER-DANIELS-MIDLAND CO ADM 0.99% $3.7M 50,738 32.4 $34.8B Consumer Defensive
46 HOME DEPOT INC/THE HD 0.98% $3.7M 11,123 22.6 $320.4B Consumer Cyclical
47 PFIZER INC. PFE 0.97% $3.6M 131,002 19.8 $153.7B Healthcare
48 COMCAST CORP CMCSA 0.97% $3.6M 125,738 5.2 $103.2B Communication Services
49 STATE STREET CORP. STT 0.97% $3.6M 28,628 11.8 $34.2B Financial Services
50 KEYCORP KEY 0.96% $3.6M 179,074 11.6 $21.2B Financial Services

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