— Know what they know.
/
Not Investment Advice

POR NYSE

Portland General Electric Company
1W: +0.8% 1M: +1.1% 3M: -11.2% YTD: -7.8% 1Y: -3.2% 3Y: +22.4% 5Y: +10.8%
$44.65
+0.53 (+1.20%)
 
Weekly Expected Move ±3.7%
$41 $43 $45 $46 $48
NYSE · Utilities · Regulated Electric · Tech Score Sell · Power 39 · $5.3B mcap · 117M float · 1.32% daily turnover · Short 21% of daily vol
Credit Risk of going bust: lower than 74% of companies Debt: 49.8% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $1.63 (down 96%), Portland General Electric Company would be worth roughly what it owes.
Total debt $5.21B against a stock market value of $5.25B.
Distance to default 8.41 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $2.49B (short-term plus half of long-term), stock volatility 19.9%; Altman Z'' 1.11. A ranking and a back-test, not a forecast.
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

205
ETFs Holding
Total ETF Value
3.57%
Max Weight
0.264%
Avg Weight

ETF Holdings by Value

ETFs Holding POR

# ETF Weight Value Holdings Top 10 Wt P/E Div Yield Sector Mix
1 IJH
iShares Core S&P Mid-Cap ETF
 0.1500% 400 7.0% 29.5 0.01%
2 NJH
0.1600% 400 8.5% 31.4 0.01%
3 VITSX
0.0071% 3,485 34.6% 62.4 0.01%
4 VTI
Vanguard Morningstar Total Stock Market ETF
 0.0071% 3,485 34.6% 62.4 0.01%
5 VSMPX
0.0071% 3,485 34.6% 62.4 0.01%
6 VTSAX
0.0071% 3,485 34.6% 62.4 0.01%
7 IWM
iShares Russell 2000 ETF
 0.1807% 1,965 3.3% 9.3 0.02%
8 NJM
0.1643% 1,897 8.0% 11.8 0.01%
9 NAESX
0.0664% 1,302 4.3% 23.6 0.01%
10 VB
Vanguard Morningstar Small-Cap ETF
 0.0664% 1,298 5.0% 22.8 0.01%
11 VSCIX
0.0664% 1,298 5.0% 22.8 0.01%
12 VSMAX
0.0664% 1,298 5.0% 22.8 0.01%
13 VBR
Vanguard Morningstar Small-Cap Value ETF
 0.1192% 818 5.7% 19.9 0.02%
14 VSIAX
0.1192% 818 5.7% 19.9 0.02%
15 FSSNX
0.1880% 1,952 3.2% 7.5 0.02%
16 VXF
Vanguard Extended Market ETF
 0.0633% 3,322 9.5% 3.8 0.01%
17 VEXAX
0.0633% 3,322 9.5% 3.8 0.01%
18 VIEIX
0.0633% 3,322 9.5% 3.8 0.01%
19 VEMPX
0.0633% 3,322 9.5% 3.8 0.01%
20 IWN
iShares Russell 2000 Value ETF
 0.3600% 1,396 5.4% 19.1 0.03%
21 NAJ
0.3456% 1,376 6.9% 8.4 0.02%
22 MDY
State Street SPDR S&P MIDCAP 400 ETF Trust
 0.1535% 401 7.3% 29.5 0.01%
23 DFAS
Dimensional - US Small Cap ETF
 0.1075% 2,090 2.6% 15.2 0.01%
24 VPU
Vanguard Utilities ETF
 0.3726% 68 52.3% 19.1 0.03%
25 VUIAX
0.3726% 66 52.5% 17.9 0.03%
26 FEQTX
0.3730% 124 21.6% 19.1 0.03%
27 FETKX
0.3730% 123 24.7% 21.9 0.02%
28 VTWO
Vanguard Russell 2000 ETF
 0.1732% 1,992 3.3% 8.8 0.01%
29 FVL
First Trust Value Line 100 Exchange-Traded Fund
 0.3800% 239 4.8% 15.4 0.03%
30 FVD
First Trust Value Line Dividend Index Fund
 0.3800% 239 4.8% 15.4 0.03%
31 VSEQX
0.2371% 612 7.1% 22.0 0.01%
32 SPMD
State Street SPDR Portfolio S&P 400 Mid Cap ETF
 0.1539% 401 7.0% 29.5 0.01%
33 XMMO
Invesco S&P MidCap Momentum ETF
 0.4302% 78 29.6% 23.7 0.01%
34 SCHA
Schwab U.S. Small-Cap ETF
 0.1282% 1,743 2.8% 15.7 0.02%
35 FSMAX
0.0690% 3,181 8.8% 12.6 0.01%
36 NJJ
0.3300% 302 10.1% 22.6 0.02%
37 IJJ
iShares S&P Mid-Cap 400 Value ETF
 0.3100% 296 11.1% 22.2 0.02%
38 REGL
ProShares - S&P MidCap 400 Dividend Aristocrats ETF
 1.3400% 65 17.6% 4.3 0.03%
39 VYM
Vanguard High Dividend Yield ETF
 0.0218% 593 26.2% 22.4 0.02%
40 VHYAX
0.0218% 593 26.2% 22.4 0.02%
41 PEY
Invesco High Yield Equity Dividend Achievers ETF
 1.7899% 50 29.7% 17.2 0.05%
42 DON
WisdomTree U.S. MidCap Dividend Fund
 0.4239% 290 13.0% 19.5 0.03%
43 SCHM
Schwab U.S. Mid-Cap ETF
 0.1080% 499 5.0% 21.9 0.01%
44 BDMIX
0.1054% 3,803 14.6% -8368.4 3.97%
45 PSC
Principal U.S. Small-Cap Multi-Factor ETF
 0.5521% 487 8.6% -21.9 0.02%
46 MDLRX
0.3650% 57 25.1% 103.8 0.02%
47 FDL
First Trust Morningstar Dividend Leaders Index Fund
 0.1500% 100 50.8% 20.3 0.04%
48 DFAC
Dimensional - US Core Equity 2 ETF
 0.0133% 2,537 26.7% 27.5 0.01%
49 FESM
Fidelity Enhanced Small Cap ETF
 0.1700% 866 7.1% 13.4 0.01%
50 FSKAX
0.0080% 3,600 34.8% 51.6 0.01%
51 USVM
VictoryShares US Small Mid Cap Value Momentum ETF
 0.5955% 292 6.8% 12.7 0.02%
52 SSCVX
2.7500% 54 31.2% 20.4 0.02%
53 CSSZX
2.7500% 52 29.1% 21.7 0.02%
54 MDSKX
0.1759% 1,567 3.2% -1.8 0.01%
55 MASKX
0.1759% 1,567 3.2% -1.8 0.01%
56 XMLV
Invesco S&P MidCap Low Volatility ETF
 1.3389% 81 18.9% 19.4 0.04%
57 DFMC
U.S. Micro Cap Portfolio ETF
 0.1198% 1,732 3.7% 24.8 0.02%
58 IVOO
Vanguard S&P Mid-Cap 400 ETF
 0.1539% 400 7.8% 30.6 0.01%
59 MDYV
State Street SPDR S&P 400 Mid Cap Value ETF
 0.3106% 296 11.1% 22.2 0.02%
60 FISVX
0.3780% 1,399 5.5% 11.8 0.02%
61 RDIV LEV
Invesco S&P Ultra Dividend Revenue ETF
 0.5499% 61 50.3% 16.2 0.04%
62 FUTY
Fidelity MSCI Utilities Index ETF
 0.3500% 63 52.7% 19.2 0.03%
63 FSSMX
0.2530% 194 14.4% 27.7 0.01%
64 TMSL
T. Rowe Price Small-Mid Cap ETF
 0.2073% 283 9.8% 24.8 0.01%
65 ITOT
iShares Core S&P Total U.S. Stock Market ETF
 0.0065% 2,420 33.8% 62.4 0.01%
66 IFRA
iShares U.S. Infrastructure ETF
 0.1500% 161 33.2% 24.2 0.02%
67 DCOR
U.S. Core Equity 1 Portfolio ETF Class Shares
 0.0127% 2,518 27.9% 32.6 0.01%
68 VTWAX
0.0052% 9,661 22.3% 7515009019972.8 0.02%
69 VT
Vanguard Total World Stock ETF
 0.0052% 9,661 22.3% 7515009019972.8 0.02%
70 VTWIX
0.0052% 9,661 22.3% 7515009019972.8 0.02%
71 VTWV
Vanguard Russell 2000 Value ETF
 0.3569% 1,426 5.4% 18.4 0.02%
72 FNDX
Schwab Fundamental U.S. Large Company ETF
 0.0172% 731 22.3% 22.9 0.02%
73 NNW
0.0185% 740 23.0% 31.6 0.02%
74 BULIX
1.7900% 36 50.5% 17.4 0.03%
75 IUSV
iShares Core S&P U.S. Value ETF
 0.0161% 730 23.3% 32.5 0.02%
76 XMVM
Invesco S&P MidCap Value with Momentum ETF
 0.8412% 79 23.1% 15.5 0.02%
77 IVOV
Vanguard S&P Mid-Cap 400 Value ETF
 0.3246% 296 10.7% 21.6 0.02%
78 FSMD
Fidelity Small-Mid Multifactor ETF
 0.1600% 595 4.2% 15.4 0.01%
79 FNX
First Trust Mid Cap Core AlphaDEX Fund
 0.2900% 450 4.3% 3.9 0.02%
80 SMOT
VanEck Morningstar SMID Moat ETF
 1.1500% 109 14.9% 11.9 0.02%
81 CSB
VictoryShares US Small Cap High Div Volatility Wtd ETF
 1.4355% 100 16.0% 24.5 0.04%
82 VSTCX
0.0998% 652 7.2% 14.4 0.01%
83 SCHB
Schwab U.S. Broad Market ETF
 0.0071% 2,380 33.9% 62.5 0.01%
84 FZROX
0.0080% 2,631 33.4% 51.3 0.01%
85 SMMD
iShares Russell 2500 ETF
 0.0736% 2,474 3.1% 19.4 0.02%
86 VBIAX
0.0045% 3,170 21.6% 62.4 0.01%
87 VBINX
0.0045% 3,219 19.6% 52.8 0.01%
88 VBAIX
0.0045% 3,170 21.6% 62.4 0.01%
89 PAPI
Parametric Equity Premium Income ETF
 0.5000% 218 5.7% 15.6 0.03%
90 AVUS
Avantis U.S. Equity ETF
 0.0200% 1,919 29.9% 39.4 0.01%
91 ZAP
Global X - U.S. Electrification ETF
 0.5700% 45 43.8% 27.6 0.02%
92 RSSL
Global X - Russell 2000 ETF
 0.1800% 1,967 3.3% 7.7 0.02%
93 FSCC
Federated Hermes MDT Small Cap Core ETF
 0.5604% 309 12.6% 10.2 0.01%
94 SMLF
iShares U.S. Small-Cap Equity Factor ETF
 0.0600% 932 6.2% 18.8 0.13%
95 VITPX
0.0072% 3,015 34.6% 62.4 0.01%
96 VITNX
0.0072% 3,134 32.0% 52.7 0.01%
97 BBMC
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
 0.1100% 457 8.0% 12.8 0.01%
98 FZIPX
0.0790% 2,126 3.3% 18.3 0.02%
99 SEUS
SEI QiM U.S. Equity Factor Allocation Active ETF
 0.2200% 367 25.7% 22.7 0.01%
100 JHSC
John Hancock Investments - Multifactor Small Cap ETF
 0.2900% 491 4.6% 24.2 0.02%
101 MSSM
Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETF
 0.2798% 1,818 6.1% 16.1 0.01%
102 GLIX
Lazard Listed Infrastructure ETF
 3.5659% 28 55.0% 23.5 0.04%
103 LVHD
Franklin U.S. Low Volatility High Dividend Index ETF
 0.2700% 115 26.6% 22.3 0.04%
104 DFUS
Dimensional U.S. Equity ETF
 0.0078% 2,210 34.6% 64.3 0.01%
105 JPSE
JPMorgan Diversified Return U.S. Small Cap Equity ETF
 0.2900% 536 3.6% 22.5 0.02%
106 PRF
Invesco RAFI US 1000 ETF
 0.0161% 992 23.4% 25.7 0.02%
107 RWK
Invesco S&P MidCap 400 Revenue ETF
 0.1237% 399 20.8% -6.6 0.02%
108 GSSC
Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
 0.1500% 1,372 3.6% 0.7 0.01%
109 AIPO
Defiance AI & Power Infrastructure ETF
 0.2000% 85 56.9% 44.2 0.01%
110 NMV
0.0077% 2,552 34.3% 54.6 0.01%
111 ELFY
ALPS Electrification Infrastructure ETF
 0.8800% 112 10.4% 13.5 0.02%
112 IWV
iShares Russell 3000 ETF
 0.0070% 2,579 33.7% 62.4 0.01%
113 TPSC
Timothy Plan US Small Cap Core ETF
 0.3900% 447 4.5% 38.8 0.02%
114 SMMV
iShares MSCI USA Small-Cap Min Vol Factor ETF
 0.4900% 354 12.5% 38.5 0.02%
115 FNK
First Trust Mid Cap Value AlphaDEX Fund
 0.5600% 225 8.3% 16.3 0.02%
116 OUSM
ALPS O'Shares U.S. Small-Cap Quality Dividend ETF
 0.1600% 110 21.3% 21.3 0.02%
117 EZM
WisdomTree U.S. MidCap Fund
 0.1347% 503 9.0% 19.0 0.02%
118 ISCV
iShares Morningstar Small Cap Value ETF
 0.1700% 1,036 5.5% 18.8 0.02%
119 HKK
0.1738% 1,062 5.9% 15.0 0.02%
120 TILT
Northern Trust Morningstar US Market Factor Tilt ETF
 0.0515% 1,894 26.0% 49.9 0.01%
121 AFTY
Pacer CSOP FTSE China A50 ETF
 0.7100% 2,175 297.2% 42.9 0.02%
122 DFAU
Dimensional - US Core Equity Market ETF
 0.0084% 2,154 34.0% 42.9 0.01%
123 FTLS
First Trust Long/Short Equity ETF
 0.0400% 515 29.1% 25.4 0.01%
124 BSMAX
0.0732% 1,910 4.1% 12.6 0.01%
125 POWR
iShares U.S. Power Infrastructure ETF
 0.2185% 66 46.3% 22.6 0.02%
126 SPTM
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
 0.0061% 1,509 35.1% 66.6 0.01%
127 FLAPX
0.1300% 502 5.5% 23.0 0.02%
128 VETS
Pacer Military Times Best Employers ETF
 0.4200% 2,366 424.1% 56.1 0.02%
129 SIXL
ETC 6 Meridian Low Beta Equity ETF
 0.3700% 241 5.0% 27.4 0.03%
130 FILL
iShares MSCI Global Energy Producers ETF
 0.1955% 66 47.7% 23.8 0.02%
131 FAGIX
0.0050% 65 10.4% 24.6 0.01%
132 XJH
iShares ESG Select Screened S&P Mid-Cap ETF
 0.1700% 359 7.9% 28.4 0.01%
133 QVMM
Invesco S&P MidCap 400 QVM Multi-factor ETF
 0.1693% 359 7.9% 23.9 0.01%
134 ASQIX
0.3800% 305 12.6% 10.5 0.01%
135 FSRIX
0.0040% 72 4.7% 28.2 0.01%
136 FADMX
0.0040% 72 4.7% 28.2 0.01%
137 TRFM
AAM Transformers ETF
 0.2100% 265 8.3% 101.8 0.01%
138 SZNE
Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
 0.1600% 2,456 393.3% 67.7 0.02%
139 VIRS
Pacer BioThreat Strategy ETF
 0.1600% 2,456 393.3% 67.7 0.02%
140 MDLVX
0.0678% 191 25.0% 21.3 0.02%
141 ALTY
Global X Alternative Income ETF
 1.2200% 20 87.6% 16.1 0.06%
142 PTMC
Pacer Trendpilot US Mid Cap ETF
 0.1500% 400 7.1% 29.5 0.01%
143 SVAL
iShares US Small Cap Value Factor ETF
 0.3300% 237 7.8% 12.7 0.02%
144 VTHR
Vanguard Russell 3000 ETF
 0.0070% 2,980 34.7% 63.1 0.01%
145 DHS
WisdomTree U.S. High Dividend Fund
 0.0267% 316 35.2% 29.2 0.04%
146 DTD
WisdomTree U.S. Total Dividend Fund
 0.0252% 805 23.6% 26.9 0.02%
147 SCHK
Schwab 1000 Index ETF
 0.0072% 996 35.0% 63.8 0.01%
148 CVAR
ETF Opportunities Trust - Cultivar ETF
 0.8300% 85 20.4% 26.0 0.02%
149 WSML
iShares MSCI World Small-Cap ETF
 0.0500% 3,661 2.5% 20.4 0.02%
150 BASMX
0.0067% 1,985 19.9% 91.7 0.01%
151 ITWO
ProShares Russell 2000 High Income ETF
 0.1683% 1,961 3.1% 9.2 0.02%
152 FLQS
Franklin U.S. Small Cap Multifactor Index ETF
 0.6000% 490 9.7% 25.5 0.02%
153 HDUS
Hartford Disciplined US Equity ETF
 0.2450% 239 33.3% 53.0 0.02%
154 FAB
First Trust Multi Cap Value AlphaDEX Fund
 0.1700% 674 5.0% 17.1 0.03%
155 IUS
Invesco RAFI Strategic US ETF
 0.0256% 533 27.2% 28.2 0.02%
156 FNDB
Schwab Fundamental U.S. Broad Market Index ETF
 0.0160% 1,613 20.8% 23.8 0.02%
157 DEW
WisdomTree Global High Dividend Fund
 0.1213% 670 16.9% 20.7 0.04%
158 HKG
0.0858% 1,533 4.5% 18.8 0.02%
159 URTY LEV
ProShares - UltraPro Russell2000
 0.0860% 1,964 22.8% 9.2 0.02%
160 IYY
iShares Dow Jones U.S. ETF
 0.0075% 939 35.3% 64.7 0.01%
161 NLAX
0.0074% 962 36.1% 56.7 0.01%
162 BRSM
MFS Blended Research Small-Mid Cap ETF
 0.8300% 329 10.0% 4.1 0.01%
163 MSML
iShares MSCI USA Small-Cap ETF
 0.0800% 1,657 4.0% 21.1 0.02%
164 BKSE
BNY Mellon US Small Cap Core Equity ETF
 0.2400% 590 4.0% 17.2 0.02%
165 STXK
Strive Small-Cap ETF
 0.2300% 600 3.5% 11.7 0.02%
166 RUSC
Russell Investments Exchange Traded Funds - Russell Investments US Small Cap Equity ETF
 0.2246% 498 4.9% -1.0 0.02%
167 MVV LEV
ProShares - Ultra MidCap400
 0.1238% 400 8.6% 29.5 0.01%
168 JPSV
JPMorgan Active Small Cap Value ETF
 0.6000% 114 16.2% 22.0 0.02%
169 SILX LEV
ETFMG Prime 2x Daily Junior Silver Miners ETF
 0.1400% 900 193.3% 20.4 0.02%
170 VLU
State Street SPDR S&P 1500 Value Tilt ETF
 0.0196% 1,451 18.9% 32.9 0.02%
171 UWM LEV
ProShares - Ultra Russell2000
 0.0726% 1,963 39.1% 9.2 0.02%
172 AVUSX
0.0200% 1,611 27.2% 30.3 0.01%
173 PFM
Invesco Dividend Achievers ETF
 0.0183% 429 31.9% 26.3 0.02%
174 AOA
iShares Core 80/20 Aggressive Allocation ETF
 0.0038% 6,484 18.1% 50.1 0.02%
175 FSML
Franklin Small Cap Enhanced ETF
 0.0800% 300 13.0% 8.6 0.01%
176 OMFS
Invesco Russell 2000 Dynamic Multifactor ETF
 0.0444% 1,100 11.2% 17.1 0.02%
177 BAMBX
0.0014% 510 7.5% 32.4 0.02%
178 BIMBX
0.0014% 510 7.5% 32.4 0.02%
179 AOR
iShares Core 60/40 Balanced Allocation ETF
 0.0029% 6,484 13.8% 50.1 0.02%
180 FTKI
First Trust Small Cap BuyWrite Income ETF
 0.4400% 198 18.9% 1.7 0.01%
181 CVLC
Calvert US Large-Cap Core Responsible Index ETF
 0.0100% 756 37.3% 59.8 0.01%
182 MFUS
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
 0.0300% 913 16.0% 54.4 0.02%
183 IWMW
iShares Russell 2000 BuyWrite ETF
 0.1816% 1,963 3.3% 9.3 0.02%
184 CSA
VictoryShares US Small Cap Volatility Wtd ETF
 0.4288% 499 4.2% 9.4 0.02%
185 EBI
Longview Advantage ETF
 0.0100% 1,731 27.1% 21.1 0.01%
186 MIDU LEV
Direxion Daily Mid Cap Bull 3X ETF
 0.1110% 400 5.0% 29.5 0.01%
187 CVMC
Calvert US Mid-Cap Core Responsible Index ETF
 0.0600% 593 5.6% 21.7 0.02%
188 SCDS
JPMorgan Fundamental Data Science Small Core ETF
 0.5700% 271 9.2% 1.8 0.01%
189 HSMV
First Trust Horizon Managed Volatility Small/Mid ETF
 0.8200% 150 16.1% 33.3 0.03%
190 DURA
VanEck Durable High Dividend ETF
 0.1200% 80 43.7% 12.3 0.03%
191 HEJD
VictoryShares Hedged Equity Income ETF
 0.1054% 192 26.9% 15.7 0.05%
192 EBIT
Harbor AlphaEdge Small Cap Earners ETF (EBIT)
 0.2971% 595 8.3% 21.0 0.03%
193 AOM
iShares Core 40/60 Moderate Allocation ETF
 0.0020% 6,484 9.3% 50.1 0.02%
194 AVTM
Avantis Total Equity Markets ETF 1
 —% 1,702 40.6% 45.5 0.01%
195 SFYX
SoFi Next 500 ETF
 0.1100% 487 11.7% 21.9 0.01%
196 WCEO
Hypatia Women CEO ETF
 0.2199% 157 15.4% 19.5 0.02%
197 UMDD LEV
ProShares - UltraPro MidCap 400
 0.1021% 399 4.6% 29.5 0.01%
198 CSF
VictoryShares US Discovery Enhanced Volatility Wtd ETF
 0.1025% 499 1.0% 9.4 0.02%
199 STXV
Strive 1000 Value ETF
 0.0300% 699 14.0% 19.2 0.02%
200 FSEV
Fidelity Enhanced Small Cap Value ETF
 0.2800% 422 8.2% 32.5 0.02%
201 HWSM
Hotchkis & Wiley SMID Cap Diversified Value Fund
 0.5600% 171 15.0% 25.9 0.02%
202 RESM
Columbia Research Enhanced Small Cap ETF
 0.2600% 1,007 4.8% -6.1 0.01%
203 PQSV
PGIM ETF Trust - PGIM QMA Strategic Alpha Small-Cap Value ETF
 0.1100% 777 2.1% 13.0 0.03%
204 AOK
iShares Core 30/70 Conservative Allocation ETF
 0.0015% 6,484 7.0% 50.1 0.02%
205 MMTM
State Street SPDR S&P 1500 Momentum Tilt ETF
 0.0080% 1,488 36.9% 92.1 0.01%
206 FVI
First Trust Total US Market AlphaDEX ETF
 0.0300% 410 0.3% 29.6 0.02%
207 HDG
ProShares - Hedge Replication ETF
 0.0287% 1,960 0.5% 9.2 0.02%
208 ITDF
iShares LifePath Target Date 2050 ETF
 0.0052% 7,948 19.6% 47.8 0.02%
209 ITDE
iShares LifePath Target Date 2045 ETF
 0.0043% 7,963 17.8% 47.8 0.02%
210 ITDD
iShares LifePath Target Date 2040 ETF
 0.0032% 7,963 15.8% 47.9 0.02%
211 CDEI
Calvert US Large-Cap Diversity, Equity And Inclusion Index ETF
 0.0200% 228 49.6% 45.8 0.01%
212 ITDG
iShares LifePath Target Date 2055 ETF
 0.0058% 7,948 20.8% 47.5 0.02%
213 STSB
iShares Factors US Small Blend Style ETF
 0.0500% 840 6.2% -0.4 0.04%
214 ITDH
iShares LifePath Target Date 2060 ETF
 0.0058% 7,948 21.1% 47.4 0.02%
215 ITDC
iShares LifePath Target Date 2035 ETF
 0.0021% 7,963 13.9% 48.2 0.02%
216 SPDG
State Street SPDR Portfolio S&P Sector Neutral Dividend ETF
 0.0202% 272 41.5% 18.9 0.03%
217 RB
ProShares Trust - ProShares Russell 2000 Dynamic Buffer ETF
 0.1573% 1,953 2.9% 8.9 0.02%
218 FELV
Fidelity Enhanced Large Cap Value ETF
—% 405 30.0% 23.3 0.02%
219 ITDI
iShares LifePath Target Date 2065 ETF
 0.0058% 7,948 21.1% 47.4 0.02%
220 ITDJ
iShares LifePath Target Date 2070 ETF
 0.0058% 7,948 21.1% 47.4 0.02%
221 AVUC
Avantis U.S. Core Equity ETF
 —% 1,593 36.9% 55.3 0.01%
222 ITDB
iShares LifePath Target Date 2030 ETF
 0.0009% 7,963 11.3% 48.8 0.02%
223 IRTR
iShares LifePath Retirement ETF
 0.0009% 7,963 8.6% 48.8 0.02%
224 ISCB
iShares Morningstar Small-Cap ETF
 0.0800% 1,560 3.5% 14.8 0.01%
225 JKJ
iShares Morningstar Small-Cap ETF
 0.0800% 1,661 4.2% 20.8 0.01%
226 JKL
iShares Morningstar Small-Cap Value ETF
 0.1700% 1,037 5.4% 18.3 0.02%
227 CHEP
AGFiQ U.S. Market Neutral Value Fund
 —% 401 —% — —%
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