— Know what they know.
/
Not Investment Advice

HLI NYSE

Houlihan Lokey, Inc.
1W: +1.5% 1M: +2.1% 3M: -4.9% YTD: -24.7% 1Y: -33.3% 3Y: +35.2% 5Y: +36.5%
$132.35
+1.14 (+0.87%)
After Hours: $130.11 (-2.24, -1.70%)
Weekly Expected Move ±4.6%
$119 $125 $131 $137 $143
NYSE · Financial Services · Investment - Banking & Investment Services · Tech Score Buy · Power 65 · $9.2B mcap · 70M float · 1.22% daily turnover · Short 61% of daily vol
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Overview News Chart Smart Money Financials Income Statement Cash Flow Balance Sheet Earnings
Dividends Analysis Technicals Weather Peers ESG Institutions ETF Exposure Dark Pool Short Interest Supply Chain

ETF Exposure

215
ETFs Holding
Total ETF Value
4.20%
Max Weight
0.379%
Avg Weight

ETF Holdings by Value

ETFs Holding HLI

# ETF Weight Value Holdings Top 10 Wt P/E Div Yield Sector Mix
1 NJH
0.2300% 400 8.5% 31.4 0.01%
2 IJH
iShares Core S&P Mid-Cap ETF
 0.2100% 400 7.0% 29.5 0.01%
3 VTI
Vanguard Morningstar Total Stock Market ETF
 0.0094% 3,485 34.6% 62.4 0.01%
4 VTSAX
0.0094% 3,485 34.6% 62.4 0.01%
5 VSMPX
0.0094% 3,485 34.6% 62.4 0.01%
6 VITSX
0.0094% 3,485 34.6% 62.4 0.01%
7 VB
Vanguard Morningstar Small-Cap ETF
 0.0865% 1,298 5.0% 22.8 0.01%
8 NAESX
0.0865% 1,302 4.3% 23.6 0.01%
9 VSMAX
0.0865% 1,298 5.0% 22.8 0.01%
10 VSCIX
0.0865% 1,298 5.0% 22.8 0.01%
11 VEXPX
0.4859% 824 8.0% 24.2 0.01%
12 VEXRX
0.4859% 826 8.1% 25.0 0.01%
13 VBK
Vanguard Morningstar Small-Cap Growth ETF
 0.1954% 550 10.8% 26.4 0.00%
14 VSGIX
0.1954% 550 10.8% 26.4 0.00%
15 VSGAX
0.1954% 550 10.8% 26.4 0.00%
16 VXF
Vanguard Extended Market ETF
 0.0827% 3,322 9.5% 3.8 0.01%
17 VIEIX
0.0827% 3,322 9.5% 3.8 0.01%
18 VEMPX
0.0827% 3,322 9.5% 3.8 0.01%
19 VEXAX
0.0827% 3,322 9.5% 3.8 0.01%
20 VMCCX
4.0880% 28 50.0% 31.5 0.01%
21 VMACX
4.0880% 29 48.1% 30.9 0.01%
22 VIMCX
4.0880% 28 50.0% 31.5 0.01%
23 XMHQ
Invesco S&P MidCap Quality ETF
 0.9684% 79 30.8% 24.7 0.01%
24 MDY
State Street SPDR S&P MIDCAP 400 ETF Trust
 0.2084% 401 7.3% 29.5 0.01%
25 VDADX
0.0303% 333 34.5% 26.5 0.02%
26 VIG
Vanguard Dividend Appreciation ETF
 0.0303% 333 34.5% 26.5 0.02%
27 SPMD
State Street SPDR Portfolio S&P 400 Mid Cap ETF
 0.2104% 401 7.0% 29.5 0.01%
28 FSMAX
0.0880% 3,181 8.8% 12.6 0.01%
29 FMCSX
0.3500% 171 14.4% 29.1 0.01%
30 IWR
iShares Russell Mid-Cap ETF
 0.0529% 820 6.7% 20.4 0.02%
31 DFAS
Dimensional - US Small Cap ETF
 0.0884% 2,090 2.6% 15.2 0.01%
32 NIZ
0.0536% 801 9.4% 26.0 0.01%
33 BDMIX
0.2049% 3,803 14.6% -8368.4 3.97%
34 VYM
Vanguard High Dividend Yield ETF
 0.0292% 593 26.2% 22.4 0.02%
35 VHYAX
0.0292% 593 26.2% 22.4 0.02%
36 FSMDX
0.0520% 821 5.9% 27.0 0.02%
37 NNK
0.2400% 242 16.4% 39.5 0.01%
38 VQSRX
4.0710% 29 48.3% 25.8 0.02%
39 IJK
iShares S&P Mid-Cap 400 Growth ETF
 0.2200% 247 13.6% 36.7 0.01%
40 DFAC
Dimensional - US Core Equity 2 ETF
 0.0255% 2,537 26.7% 27.5 0.01%
41 SCHM
Schwab U.S. Mid-Cap ETF
 0.1472% 499 5.0% 21.9 0.01%
42 FDSCX
0.2620% 231 11.5% 11.6 0.01%
43 NJJ
0.2300% 302 10.1% 22.6 0.02%
44 NIW
0.0926% 276 26.5% 22.3 0.01%
45 IJJ
iShares S&P Mid-Cap 400 Value ETF
 0.2000% 296 11.1% 22.2 0.02%
46 FSLBX
1.6340% 40 53.5% 26.4 0.02%
47 IWD
iShares Russell 1000 Value ETF
 0.0189% 868 29.5% 23.8 0.02%
48 FNDA
Schwab Fundamental U.S. Small Company Index ETF
 0.1776% 907 3.7% 38.3 0.02%
49 DGRO
iShares Core Dividend Growth ETF
 0.0319% 391 27.0% 23.0 0.02%
50 FSKAX
0.0100% 3,600 34.8% 51.6 0.01%
51 DCOR
U.S. Core Equity 1 Portfolio ETF Class Shares
 0.0265% 2,518 27.9% 32.6 0.01%
52 KOC
0.7800% 33 73.3% 17.1 0.02%
53 IVOO
Vanguard S&P Mid-Cap 400 ETF
 0.2007% 400 7.8% 30.6 0.01%
54 NBF
0.0087% 386 60.9% 92.3 0.01%
55 VFAIX
0.0813% 410 44.5% 17.3 0.02%
56 VFH
Vanguard Financials ETF
 0.0813% 423 48.2% 18.3 0.02%
57 PHSKX
2.7288% 31 51.6% 16.2 0.00%
58 VRMGX
2.7288% 31 51.8% 12.2 0.00%
59 IWS
iShares Russell Mid-Cap Value ETF
 0.0698% 716 6.7% 26.0 0.02%
60 ITOT
iShares Core S&P Total U.S. Stock Market ETF
 0.0095% 2,420 33.8% 62.4 0.01%
61 OUSM
ALPS O'Shares U.S. Small-Cap Quality Dividend ETF
 1.1000% 110 21.3% 21.3 0.02%
62 IAI
iShares U.S. Broker-Dealers & Securities Exchanges ETF
 0.6900% 35 74.2% 18.6 0.02%
63 OSCV
Opus Small Cap Value Plus ETF
 1.3800% 70 26.0% 52.3 0.02%
64 DON
WisdomTree U.S. MidCap Dividend Fund
 0.2063% 290 13.0% 19.5 0.03%
65 SCHX
Schwab U.S. Large-Cap ETF
 0.0101% 750 35.9% 65.2 0.01%
66 KCE
State Street SPDR S&P Capital Markets ETF
 1.6281% 66 19.1% 18.2 0.02%
67 NIV
0.0431% 709 11.0% 27.0 0.02%
68 EWMC
Invesco S&P MidCap 400 Equal Weight ETF
 1.0794% 61 27.3% 22.9 0.01%
69 GRPM
Invesco S&P MidCap 400 GARP ETF
 1.0794% 61 27.3% 22.9 0.01%
70 MDYG
State Street SPDR S&P 400 Mid Cap Growth ETF
 0.2227% 247 13.6% 36.7 0.01%
71 VT
Vanguard Total World Stock ETF
 0.0057% 9,661 22.3% 7515009019972.8 0.02%
72 VTWIX
0.0057% 9,661 22.3% 7515009019972.8 0.02%
73 VTWAX
0.0057% 9,661 22.3% 7515009019972.8 0.02%
74 MDYV
State Street SPDR S&P 400 Mid Cap Value ETF
 0.1994% 296 11.1% 22.2 0.02%
75 NJB
0.0108% 1,002 36.0% 56.6 0.01%
76 FFSM
Fidelity Fundamental Small-Mid Cap ETF
 0.3270% 224 13.8% 22.2 0.01%
77 FSMO
Fidelity Fundamental Small-Mid Cap ETF
 0.3270% 224 13.8% 22.2 0.01%
78 JHMM
John Hancock Investments - Multifactor Mid Cap ETF
 0.0900% 658 4.7% 22.3 0.01%
79 IWB
iShares Russell 1000 ETF
 0.0102% 1,021 35.1% 64.5 0.01%
80 SMLF
iShares U.S. Small-Cap Equity Factor ETF
 0.1100% 932 6.2% 18.8 0.13%
81 VONV
Vanguard Russell 1000 Value ETF
 0.0189% 870 29.8% 23.5 0.02%
82 SCHB
Schwab U.S. Broad Market ETF
 0.0097% 2,380 33.9% 62.5 0.01%
83 NLF
0.1239% 142 49.9% 16.1 0.02%
84 IYF
iShares U.S. Financials ETF
 0.1137% 142 47.8% 15.7 0.02%
85 SMMD
iShares Russell 2500 ETF
 0.1013% 2,474 3.1% 19.4 0.02%
86 FZROX
0.0100% 2,631 33.4% 51.3 0.01%
87 DUSG
U.S. Small Cap Growth Portfolio: ETF Class Shares
 0.2061% 573 7.2% 17.2 0.01%
88 JMEE
JPMorgan Small & Mid Cap Enhanced Equity ETF
 0.1300% 671 5.8% 26.3 0.01%
89 IVOG
Vanguard S&P Mid-Cap 400 Growth ETF
 0.2028% 247 14.7% 38.4 0.01%
90 SCHV
Schwab U.S. Large-Cap Value ETF
 0.0234% 566 19.9% 22.7 0.02%
91 IUSG
iShares Core S&P U.S. Growth ETF
 0.0105% 399 57.1% 92.8 0.01%
92 VBAIX
0.0053% 3,170 21.6% 62.4 0.01%
93 VBIAX
0.0053% 3,170 21.6% 62.4 0.01%
94 VBINX
0.0053% 3,219 19.6% 52.8 0.01%
95 FXO
First Trust Financials AlphaDEX Fund
 0.3100% 104 17.5% 5.4 0.03%
96 BBMC
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
 0.1600% 457 8.0% 12.8 0.01%
97 NNW
0.0120% 740 23.0% 31.6 0.02%
98 VITPX
0.0091% 3,015 34.6% 62.4 0.01%
99 VITNX
0.0091% 3,134 32.0% 52.7 0.01%
100 FLCOX
0.0190% 869 28.7% 24.1 0.02%
101 IUSV
iShares Core S&P U.S. Value ETF
 0.0100% 730 23.3% 32.5 0.02%
102 AMID
Argent Mid Cap ETF
 2.3100% 46 30.6% 11.4 0.01%
103 FZIPX
0.1010% 2,126 3.3% 18.3 0.02%
104 IVOV
Vanguard S&P Mid-Cap 400 Value ETF
 0.1991% 296 10.7% 21.6 0.02%
105 SMCO
Hilton Small-MidCap Opportunity ETF
 1.7400% 62 24.3% 36.6 0.01%
106 AFTY
Pacer CSOP FTSE China A50 ETF
 1.7700% 2,175 297.2% 42.9 0.02%
107 HKJ
0.2446% 940 8.3% 22.8 0.01%
108 ISCG
iShares Morningstar Small-Cap Growth ETF
 0.2402% 912 7.3% 9.5 0.01%
109 IYG
iShares U.S. Financial Services ETF
 0.1009% 97 63.9% 19.0 0.01%
110 JKK
iShares Morningstar Small-Cap Growth ETF
 0.2337% 914 7.1% 10.1 0.01%
111 NAG
0.1143% 100 63.0% 18.2 0.02%
112 DXUV
U.S. Vector Equity Portfolio ETF Class Shares
 0.0343% 2,258 23.9% 22.8 0.01%
113 DFUS
Dimensional U.S. Equity ETF
 0.0095% 2,210 34.6% 64.3 0.01%
114 NMV
0.0105% 2,552 34.3% 54.6 0.01%
115 FNX
First Trust Mid Cap Core AlphaDEX Fund
 0.1500% 450 4.3% 3.9 0.02%
116 VSDA
VictoryShares Dividend Accelerator ETF
 0.8968% 75 29.9% 9.3 0.03%
117 IWV
iShares Russell 3000 ETF
 0.0099% 2,579 33.7% 62.4 0.01%
118 IALT
iShares Systematic Alternatives Active ETF
 0.0246% 1,773 8.4% 9.9 0.03%
119 FNCL
Fidelity MSCI Financials Index ETF
 0.0800% 381 48.4% 17.8 0.02%
120 NBSM
Neuberger Berman Small-Mid Cap ETF
 1.4800% 67 22.7% 38.1 0.01%
121 KMID
Virtus KAR Mid-Cap ETF
 3.1700% 25 48.6% 28.5 0.01%
122 OMFL
Invesco Russell 1000 Dynamic Multifactor ETF
 0.0345% 633 37.1% 43.6 0.01%
123 ESGV
Vanguard ESG U.S. Stock ETF
 0.0115% 1,207 42.6% 70.4 0.01%
124 DFAU
Dimensional - US Core Equity Market ETF
 0.0115% 2,154 34.0% 42.9 0.01%
125 SPTM
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
 0.0101% 1,509 35.1% 66.6 0.01%
126 ONEY
State Street SPDR Russell 1000 Yield Focus ETF
 0.2033% 299 18.1% 22.0 0.04%
127 AVUS
Avantis U.S. Equity ETF
 0.0100% 1,919 29.9% 39.4 0.01%
128 BRMKX
0.0519% 588 7.0% 16.1 0.01%
129 BRMAX
0.0519% 588 7.0% 16.1 0.01%
130 BSMAX
0.0977% 1,910 4.1% 12.6 0.01%
131 RWK
Invesco S&P MidCap 400 Revenue ETF
 0.0992% 399 20.8% -6.6 0.02%
132 BKMC
BNY Mellon US Mid Cap Core Equity ETF
 0.2000% 397 5.5% 23.3 0.02%
133 DGRW
WisdomTree U.S. Quality Dividend Growth Fund
 0.0075% 195 39.2% 27.8 0.01%
134 IQSM
NYLI Candriam U.S. Mid Cap Equity ETF
 0.3300% 246 9.2% 19.1 0.02%
135 EZM
WisdomTree U.S. MidCap Fund
 0.1307% 503 9.0% 19.0 0.02%
136 PBAIX
0.0188% 722 20.0% 41.6 0.02%
137 VONE
Vanguard Russell 1000 ETF
 0.0097% 1,023 36.0% 65.3 0.01%
138 CGVV
Capital Group U.S. Large Value ETF
 0.7600% 64 35.2% -10.7 0.01%
139 FIMVX
0.0690% 718 5.9% 23.9 0.02%
140 FLAPX
0.1660% 502 5.5% 23.0 0.02%
141 PRF
Invesco RAFI US 1000 ETF
 0.0104% 992 23.4% 25.7 0.02%
142 SZNE
Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
 0.6700% 2,456 393.3% 67.7 0.02%
143 VIRS
Pacer BioThreat Strategy ETF
 0.6700% 2,456 393.3% 67.7 0.02%
144 ESUM
Eventide US Market ETF
 0.5342% 202 22.7% 113.5 0.01%
145 LPEFX
2.4400% 50 38.6% 24.6 0.02%
146 XJH
iShares ESG Select Screened S&P Mid-Cap ETF
 0.2400% 359 7.9% 28.4 0.01%
147 QVMM
Invesco S&P MidCap 400 QVM Multi-factor ETF
 0.2304% 359 7.9% 23.9 0.01%
148 VETS
Pacer Military Times Best Employers ETF
 0.2400% 2,366 424.1% 56.1 0.02%
149 BCFN
Baron Financials ETF
 1.8800% 41 44.6% 26.1 0.01%
150 JSTC
Adasina Social Justice All Cap Global ETF
 0.2900% 607 10.9% 27.3 0.02%
151 FTDS
First Trust Dividend Strength ETF
 1.9700% 50 20.9% 16.6 0.02%
152 CZA
Invesco Zacks Mid-Cap ETF
 0.4414% 101 19.8% 24.0 0.02%
153 PTMC
Pacer Trendpilot US Mid Cap ETF
 0.2000% 400 7.1% 29.5 0.01%
154 ALIL
Argent Focused Small Cap ETF
 2.8100% 45 32.2% 0.9 0.01%
155 VTHR
Vanguard Russell 3000 ETF
 0.0093% 2,980 34.7% 63.1 0.01%
156 ONEV
State Street SPDR Russell 1000 Low Volatility Focus ETF
 0.2013% 448 10.0% 21.9 0.02%
157 SCHK
Schwab 1000 Index ETF
 0.0098% 996 35.0% 63.8 0.01%
158 DFSU
Dimensional - US Sustainability Core 1 ETF
 0.0224% 1,967 30.7% 39.3 0.01%
159 EQAL
Invesco Russell 1000 Equal Weight ETF
 0.0625% 1,011 4.4% 32.0 0.02%
160 PTL
Inspire 500 ETF
 0.0572% 499 26.9% 35.4 0.01%
161 WSML
iShares MSCI World Small-Cap ETF
 0.0703% 3,661 2.5% 20.4 0.02%
162 BASMX
0.0089% 1,985 19.9% 91.7 0.01%
163 SMOX
Horizon Small/Mid Cap Core Equity ETF
 0.2400% 259 11.1% 21.3 0.01%
164 FNK
First Trust Mid Cap Value AlphaDEX Fund
 0.1400% 225 8.3% 16.3 0.02%
165 HKG
0.1211% 1,533 4.5% 18.8 0.02%
166 NLAX
0.0105% 962 36.1% 56.7 0.01%
167 MSML
iShares MSCI USA Small-Cap ETF
 0.1100% 1,657 4.0% 21.1 0.02%
168 MMID
MFS Active Exchange Traded Funds Trust - MFS Active Mid Cap ETF
 0.8000% 104 16.0% 24.6 0.02%
169 DTD
WisdomTree U.S. Total Dividend Fund
 0.0179% 805 23.6% 26.9 0.02%
170 IYY
iShares Dow Jones U.S. ETF
 0.0099% 939 35.3% 64.7 0.01%
171 MSLC
Morgan Stanley Pathway Funds - Large Cap Equity ETF
 0.0070% 790 35.2% 52.4 0.01%
172 AVMC
Avantis U.S. Mid Cap Equity ETF
 0.0500% 599 5.8% 22.3 0.01%
173 DEUS
Xtrackers Russell US Multifactor ETF
 0.0902% 860 6.6% 23.9 0.02%
174 AVTM
Avantis Total Equity Markets ETF 1
 0.0300% 1,702 40.6% 45.5 0.01%
175 GUSA
Goldman Sachs MarketBeta US 1000 Equity ETF
 0.0100% 1,004 35.2% 64.5 0.01%
176 MVV LEV
ProShares - Ultra MidCap400
 0.1681% 400 8.6% 29.5 0.01%
177 SCAP
Infrastructure Capital Small Cap Income ETF
 1.3300% 77 39.5% 28.4 0.02%
178 JHML
John Hancock Investments - Multifactor Large Cap ETF
 0.0200% 775 24.2% 45.8 0.01%
179 MSSM
Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETF
 0.0308% 1,818 6.1% 16.1 0.01%
180 ACTS
FIS Tactical Equity ETF
 1.9600% 34 40.8% 31.3 0.01%
181 PFM
Invesco Dividend Achievers ETF
 0.0252% 429 31.9% 26.3 0.02%
182 TILT
Northern Trust Morningstar US Market Factor Tilt ETF
 0.0084% 1,894 26.0% 49.9 0.01%
183 AOA
iShares Core 80/20 Aggressive Allocation ETF
 0.0052% 6,484 18.1% 50.1 0.02%
184 RNMC
First Trust Mid Cap US Equity Select ETF
 1.2000% 100 12.7% 23.0 0.02%
185 AVLC
Avantis U.S. Large Cap Equity ETF
 0.0100% 832 30.1% 48.3 0.01%
186 FNDB
Schwab Fundamental U.S. Broad Market Index ETF
 0.0108% 1,613 20.8% 23.8 0.02%
187 AOR
iShares Core 60/40 Balanced Allocation ETF
 0.0040% 6,484 13.8% 50.1 0.02%
188 TMFX
Motley Fool Next Index ETF
 0.3800% 198 15.3% 33.2 0.01%
189 GOP
Subversive Congressional Republicans Trading ETF
 0.1600% 134 34.6% 64.4 0.01%
190 ESSC
Eventide Small Cap ETF
 0.4440% 338 7.5% -1.0 0.01%
191 CVLC
Calvert US Large-Cap Core Responsible Index ETF
 0.0100% 756 37.3% 59.8 0.01%
192 EPSB
Harbor SMID Cap Core ETF (EPSB)
 1.9255% 56 26.7% 18.1 0.01%
193 INRO
iShares U.S. Industry Rotation Active ETF
 0.0253% 343 38.7% 53.6 0.01%
194 QIDX
Indexperts Quality Earnings Focused ETF
 0.3200% 130 25.2% 39.5 0.01%
195 VLU
State Street SPDR S&P 1500 Value Tilt ETF
 0.0138% 1,451 18.9% 32.9 0.02%
196 MFUS
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
 0.0300% 913 16.0% 54.4 0.02%
197 MIDU LEV
Direxion Daily Mid Cap Bull 3X ETF
 0.1508% 400 5.0% 29.5 0.01%
198 AVUSX
0.0100% 1,611 27.2% 30.3 0.01%
199 GVUS
Goldman Sachs MarketBeta Russell 1000 Value Equity ETF
 0.0200% 857 29.4% 23.4 0.02%
200 CVMC
Calvert US Mid-Cap Core Responsible Index ETF
 0.0700% 593 5.6% 21.7 0.02%
201 FAB
First Trust Multi Cap Value AlphaDEX Fund
 0.0400% 674 5.0% 17.1 0.03%
202 EPMB
Harbor Mid Cap Core ETF (EPMB)
 1.5450% 59 24.3% 28.8 0.01%
203 SFYX
SoFi Next 500 ETF
 0.2300% 487 11.7% 21.9 0.01%
204 MDCP
VictoryShares THB Mid Cap ETF
 4.2045% 29 41.5% 25.5 0.01%
205 AOM
iShares Core 40/60 Moderate Allocation ETF
 0.0027% 6,484 9.3% 50.1 0.02%
206 UMDD LEV
ProShares - UltraPro MidCap 400
 0.1385% 399 4.6% 29.5 0.01%
207 VFLQ
Vanguard U.S. Liquidity Factor ETF
 0.1000% 199 1.2% 16.4 0.01%
208 STXD
Strive 1000 Dividend Growth ETF
 0.0500% 175 33.7% 29.6 0.01%
209 QARP
Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
 0.0369% 413 31.9% 26.2 0.01%
210 SQLT
iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF
 0.3843% 486 9.0% 24.8 0.01%
211 PQSG
PGIM ETF Trust - PGIM QMA Strategic Alpha Small-Cap Growth ETF
 0.2000% 533 3.1% 11.8 0.01%
212 MFVL
Motley Fool Value Factor ETF
 0.2800% 100 45.3% 19.1 0.02%
213 ONEO
State Street SPDR Russell 1000 Momentum Focus ETF
 0.0708% 931 5.9% 31.4 0.02%
214 STXG
Strive 1000 Growth ETF
 0.0100% 699 39.2% 86.4 0.01%
215 STSB
iShares Factors US Small Blend Style ETF
 0.3100% 840 6.2% -0.4 0.04%
216 PJSM
PGIM Jennison Small-Mid Cap Core Equity ETF
 0.3004% 249 19.8% 13.8 0.01%
217 TMID
T. Rowe Price Mid Cap Equity Research ETF
 0.1511% 395 9.8% 21.3 0.01%
218 AOK
iShares Core 30/70 Conservative Allocation ETF
 0.0020% 6,484 7.0% 50.1 0.02%
219 AVUC
Avantis U.S. Core Equity ETF
 —% 1,593 36.9% 55.3 0.01%
220 QMID
WisdomTree U.S. MidCap Quality Growth Fund
 0.5626% 124 15.8% 2.9 0.01%
221 EBI
Longview Advantage ETF
 —% 1,731 27.1% 21.1 0.01%
222 STXV
Strive 1000 Value ETF
 0.0100% 699 14.0% 19.2 0.02%
223 AVSU
Avantis Responsible U.S. Equity ETF
 —% 1,353 32.6% 42.1 0.01%
224 MIDE
Xtrackers S&P MidCap 400 Scored & Screened ETF
 0.3287% 264 10.1% 25.9 0.02%
225 ITDD
iShares LifePath Target Date 2040 ETF
 0.0044% 7,963 15.8% 47.9 0.02%
226 ITDF
iShares LifePath Target Date 2050 ETF
 0.0055% 7,948 19.6% 47.8 0.02%
227 ITDE
iShares LifePath Target Date 2045 ETF
 0.0050% 7,963 17.8% 47.8 0.02%
228 MMTM
State Street SPDR S&P 1500 Momentum Tilt ETF
 0.0039% 1,488 36.9% 92.1 0.01%
229 ITDC
iShares LifePath Target Date 2035 ETF
 0.0039% 7,963 13.9% 48.2 0.02%
230 ITDG
iShares LifePath Target Date 2055 ETF
 0.0058% 7,948 20.8% 47.5 0.02%
231 XCHG
Ab US Equity ETF
 0.0004% 554 40.7% 27.9 0.01%
232 ITDH
iShares LifePath Target Date 2060 ETF
 0.0059% 7,948 21.1% 47.4 0.02%
233 ITDB
iShares LifePath Target Date 2030 ETF
 0.0032% 7,963 11.3% 48.8 0.02%
234 ITDI
iShares LifePath Target Date 2065 ETF
 0.0059% 7,948 21.1% 47.4 0.02%
235 GTPE
Goldman Sachs MSCI World Private Equity Return Tracker ETF
 0.0100% 1,572 18.9% 40.8 0.01%
236 IRTR
iShares LifePath Retirement ETF
 0.0024% 7,963 8.6% 48.8 0.02%
237 ITDJ
iShares LifePath Target Date 2070 ETF
 0.0059% 7,948 21.1% 47.4 0.02%
238 ISCB
iShares Morningstar Small-Cap ETF
 0.1200% 1,560 3.5% 14.8 0.01%
239 JKJ
iShares Morningstar Small-Cap ETF
 0.1100% 1,661 4.2% 20.8 0.01%
240 CLSE
Convergence Long/Short Equity ETF
 -0.3800% 359 31.2% 98.1 0.01%
Tech Financial Healthcare Consumer Cycl. Industrials Energy

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