— Know what they know.
Not Investment Advice

IVES

Dan Ives Wedbush AI Revolution ETF
1W: -3.0% 1M: -2.6% 3M: -9.3% YTD: -8.5%
$28.33
-0.95 (-3.24%)
After Hours: $28.50 (+0.18, +0.62%)
ETF AMEX · AUM $665.5M
ETF-Level Metrics
AUM$666M
Holdings31
Top 10 Wt50.2%
Beta4.56
% Profitable71%
Coverage100%
Portfolio Valuation
P/E8.7
P/B2.6
P/S3.1
EV/EBITDA17.4
P/FCF14.1
PEG0.28
Profitability & Returns
Gross Margin58.4%
Net Margin35.4%
ROE33.6%
ROA20.6%
ROIC38.9%
Div Yield0.42%
Leverage & Liquidity
Debt/Equity0.24
Debt/Assets0.15
Net Debt/EBITDA-0.5x
Interest Cov107.6x
Current Ratio2.15
Quick Ratio2.00
Growth (YoY)
Revenue+31.5%
Net Income+59.8%
EPS+60.1%
FCF+30.6%
EBITDA+36.0%
Rev CAGR 3Y+22.1%
Quality Scores
Piotroski F6.7
Altman Z22.17
IS Quality76.0
IS Overall67.8
IS Value37.5
Median P/E26.1

Sector Breakdown

6 sectors
Sector # Holdings Total Weight % Avg P/E
Technology 20 65.2% -22.7
Communication Services 4 14.3% 89.3
Consumer Cyclical 3 13.1% 122.9
Utilities 2 5.5% -11.0
Financial Services 1 1.8% 20.1
Other 1 0.1%

Smart Money Overlap

4 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
META Meta Platforms, Inc. 4.94% 4 Bullish 42 14 +0.2%
AVGO Broadcom Inc. 4.56% 4 Bullish 1 10 -0.9%
GEV GE Vernova Inc. 4.20% 4 Bullish 8 7 +5.7%
IBM International Business Machines Corporation 3.38% 4 Bullish 10 8 -0.2%
Showing 31 of 31 holdings · Page 1 of 1
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 MICRON TECHNOLOGY INC MU 6.42% $63.4M 154,626 16.6 $430.9B Technology
2 TAIWAN SEMICONDUCTOR-SP ADR TSM 6.11% $60.3M 161,308 27.8 $1.8T Technology
3 NVIDIA CORP NVDA 5.39% $53.2M 279,888 34.8 $4.3T Technology
4 META PLATFORMS INC-CLASS A META 4.94% $48.8M 72,930 22.9 $1.5T Communication Services
5 APPLE INC AAPL 4.92% $48.5M 176,225 31.7 $3.7T Technology
6 ALPHABET INC-CL A GOOGL 4.83% $47.7M 153,449 25.7 $3.5T Communication Services
7 BROADCOM INC AVGO 4.56% $45.0M 131,391 59.0 $1.5T Technology
8 TESLA INC TSLA 4.41% $43.5M 101,610 317.8 $1.4T Consumer Cyclical
9 AMAZON.COM INC AMZN 4.36% $43.1M 211,169 28.7 $2.3T Consumer Cyclical
10 ALIBABA GROUP HOLDING-SP ADR BABA 4.32% $42.6M 259,544 22.3 $301.5B Consumer Cyclical
11 GE VERNOVA INC GEV 4.20% $41.4M 50,318 49.2 $250.6B Utilities
12 MICROSOFT CORP MSFT 4.17% $41.2M 101,900 22.8 $2.8T Technology
13 ADVANCED MICRO DEVICES AMD 4.05% $40.0M 187,072 76.9 $359.1B Technology
14 INTL BUSINESS MACHINES CORP IBM 3.38% $33.4M 122,352 21.4 $226.4B Technology
15 ORACLE CORP ORCL 3.27% $32.3M 205,218 25.2 $419.8B Technology
16 PALANTIR TECHNOLOGIES INC-A PLTR 3.07% $30.4M 223,761 217.8 $355.1B Technology
17 PALO ALTO NETWORKS INC PANW 2.72% $26.9M 162,812 85.1 $104.4B Technology
18 BAIDU INC - SPON ADR BIDU 2.62% $25.9M 178,260 56.5 $39.3B Communication Services
19 CROWDSTRIKE HOLDINGS INC - A CRWD 2.55% $25.2M 60,605 -540.1 $97.9B Technology
20 SHOPIFY INC - CLASS A SHOP 2.53% $25.0M 210,481 122.1 $154.5B Technology
21 COREWEAVE INC-CL A CRWV 2.53% $24.9M 262,210 -29.9 $46.0B Technology
22 SNOWFLAKE INC SNOW 2.22% $22.0M 122,874 -41.7 $55.0B Technology
23 ROBLOX CORP -CLASS A RBLX 1.97% $19.4M 281,749 -35.4 $40.2B Technology
24 MONGODB INC MDB 1.94% $19.1M 52,477 -276.4 $19.8B Technology
25 NEBIUS GROUP NV NBIS 1.93% $19.1M 215,158 252.0 $27.6B Communication Services
26 IREN LTD IREN 1.82% $18.0M 422,284 20.1 $13.7B Financial Services
27 ZSCALER INC ZS 1.49% $14.8M 86,338 -331.2 $22.4B Technology
28 OKLO INC OKLO 1.27% $12.6M 189,964 -71.2 $9.6B Utilities
29 INNODATA INC INOD 0.99% $9.8M 216,141 41.2 $1.4B Technology
30 Pegasystems Inc PEGA 0.91% $9.0M 236,235 18.4 $7.0B Technology
31 DREYFUS TR & AG CSH MGMT-INS Private DTRXX 0.11% $1.1M 1,083,573

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