— Know what they know.
/
Not Investment Advice

PRI NYSE

Primerica, Inc.
1W: -1.4% 1M: +0.5% 3M: -13.9% YTD: +7.6% 1Y: +5.0% 3Y: +39.7% 5Y: +75.7%
$277.55
+0.76 (+0.27%)
After Hours: $288.75 (+11.20, +4.04%)
Weekly Expected Move ±2.7%
$259 $267 $274 $282 $289
NYSE · Financial Services · Insurance - Life · Tech Score Neutral · Power 49 · $8.5B mcap · 31M float · 0.623% daily turnover · Short 61% of daily vol
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $28.5M held by 47 funds, 72 bp over Treasuries → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. 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

245
ETFs Holding
Total ETF Value
6.39%
Max Weight
0.378%
Avg Weight

ETF Holdings by Value

ETFs Holding PRI

# ETF Weight Value Holdings Top 10 Wt P/E Div Yield Sector Mix
1 IJH
iShares Core S&P Mid-Cap ETF
 0.2500% 400 7.0% 29.5 0.01%
2 NJH
0.2500% 400 8.5% 31.4 0.01%
3 VTSAX
0.0114% 3,485 34.6% 62.4 0.01%
4 VTI
Vanguard Morningstar Total Stock Market ETF
 0.0114% 3,485 34.6% 62.4 0.01%
5 VSMPX
0.0114% 3,485 34.6% 62.4 0.01%
6 VITSX
0.0114% 3,485 34.6% 62.4 0.01%
7 NAESX
0.1059% 1,302 4.3% 23.6 0.01%
8 VB
Vanguard Morningstar Small-Cap ETF
 0.1059% 1,298 5.0% 22.8 0.01%
9 VSCIX
0.1059% 1,298 5.0% 22.8 0.01%
10 VSMAX
0.1059% 1,298 5.0% 22.8 0.01%
11 FLPSX
0.5990% 536 10.1% 18.3 0.02%
12 VBR
Vanguard Morningstar Small-Cap Value ETF
 0.1904% 818 5.7% 19.9 0.02%
13 VSIAX
0.1904% 818 5.7% 19.9 0.02%
14 PKSFX
6.3876% 26 58.1% 24.7 0.02%
15 PKSCX
6.3876% 26 58.1% 24.7 0.02%
16 PKSAX
6.3876% 26 54.8% 23.1 0.02%
17 VSCRX
6.3876% 26 58.1% 24.7 0.02%
18 FCVIX
1.8450% 108 20.2% 19.6 0.01%
19 FCPVX
1.8450% 108 20.2% 20.2 0.01%
20 SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
 0.8800% 172 10.4% 19.6 0.02%
21 VXF
Vanguard Extended Market ETF
 0.1012% 3,322 9.5% 3.8 0.01%
22 VEMPX
0.1012% 3,322 9.5% 3.8 0.01%
23 VEXAX
0.1012% 3,322 9.5% 3.8 0.01%
24 VIEIX
0.1012% 3,322 9.5% 3.8 0.01%
25 XMHQ
Invesco S&P MidCap Quality ETF
 1.2894% 79 30.8% 24.7 0.01%
26 MDY
State Street SPDR S&P MIDCAP 400 ETF Trust
 0.2474% 401 7.3% 29.5 0.01%
27 DFAS
Dimensional - US Small Cap ETF
 0.1661% 2,090 2.6% 15.2 0.01%
28 VDADX
0.0371% 333 34.5% 26.5 0.02%
29 VIG
Vanguard Dividend Appreciation ETF
 0.0371% 333 34.5% 26.5 0.02%
30 SPMD
State Street SPDR Portfolio S&P 400 Mid Cap ETF
 0.2496% 401 7.0% 29.5 0.01%
31 SCHA
Schwab U.S. Small-Cap ETF
 0.2063% 1,743 2.8% 15.7 0.02%
32 AVLV
Avantis U.S. Large Cap Value ETF
 0.2000% 298 26.8% 17.1 0.01%
33 FSMAX
0.1090% 3,181 8.8% 12.6 0.01%
34 FDSCX
0.5390% 231 11.5% 11.6 0.01%
35 IWR
iShares Russell Mid-Cap ETF
 0.0632% 820 6.7% 20.4 0.02%
36 VYM
Vanguard High Dividend Yield ETF
 0.0362% 593 26.2% 22.4 0.02%
37 VHYAX
0.0362% 593 26.2% 22.4 0.02%
38 FSMDX
0.0640% 821 5.9% 27.0 0.02%
39 DFAC
Dimensional - US Core Equity 2 ETF
 0.0391% 2,537 26.7% 27.5 0.01%
40 NIZ
0.0582% 801 9.4% 26.0 0.01%
41 FSCIX
1.3050% 153 13.6% 14.5 0.01%
42 FVL
First Trust Value Line 100 Exchange-Traded Fund
 0.3900% 239 4.8% 15.4 0.03%
43 FVD
First Trust Value Line Dividend Index Fund
 0.3900% 239 4.8% 15.4 0.03%
44 NNK
0.2800% 242 16.4% 39.5 0.01%
45 IJK
iShares S&P Mid-Cap 400 Growth ETF
 0.2900% 247 13.6% 36.7 0.01%
46 VQSRX
4.5990% 29 48.3% 25.8 0.02%
47 VSEQX
0.2171% 612 7.1% 22.0 0.01%
48 SCHM
Schwab U.S. Mid-Cap ETF
 0.1745% 499 5.0% 21.9 0.01%
49 REGL
ProShares - S&P MidCap 400 Dividend Aristocrats ETF
 1.3963% 65 17.6% 4.3 0.03%
50 VEIPX
0.0349% 221 23.5% 24.1 0.02%
51 VEIRX
0.0349% 221 23.3% 25.3 0.02%
52 IWD
iShares Russell 1000 Value ETF
 0.0227% 868 29.5% 23.8 0.02%
53 NJJ
0.2200% 302 10.1% 22.6 0.02%
54 IJJ
iShares S&P Mid-Cap 400 Value ETF
 0.2100% 296 11.1% 22.2 0.02%
55 FSKAX
0.0120% 3,600 34.8% 51.6 0.01%
56 QSY
WisdomTree U.S. Quality Shareholder Yield Fund
 0.4610% 124 20.0% 19.2 0.02%
57 DCOR
U.S. Core Equity 1 Portfolio ETF Class Shares
 0.0359% 2,518 27.9% 32.6 0.01%
58 JQUA
JPMorgan U.S. Quality Factor ETF
 0.1700% 301 18.7% 108.1 0.01%
59 FITIX
0.6810% 178 14.1% 26.9 0.01%
60 FZAMX
0.6810% 178 14.1% 26.9 0.01%
61 FSPCX
2.4560% 22 67.0% 15.3 0.02%
62 OUSM
ALPS O'Shares U.S. Small-Cap Quality Dividend ETF
 1.8600% 110 21.3% 21.3 0.02%
63 WTV
WisdomTree U.S. Value Fund
 0.4399% 122 20.1% 22.4 0.02%
64 VFH
Vanguard Financials ETF
 0.1006% 423 48.2% 18.3 0.02%
65 VFAIX
0.1006% 410 44.5% 17.3 0.02%
66 IVOO
Vanguard S&P Mid-Cap 400 ETF
 0.2457% 400 7.8% 30.6 0.01%
67 OSCV
Opus Small Cap Value Plus ETF
 2.2600% 70 26.0% 52.3 0.02%
68 DGRO
iShares Core Dividend Growth ETF
 0.0305% 391 27.0% 23.0 0.02%
69 FSLCX
0.9950% 150 20.8% 15.9 0.01%
70 IWS
iShares Russell Mid-Cap Value ETF
 0.0834% 716 6.7% 26.0 0.02%
71 PDP
Invesco Dorsey Wright Momentum ETF
 0.8705% 101 22.8% 90.9 0.01%
72 FSMO
Fidelity Fundamental Small-Mid Cap ETF
 0.7780% 224 13.8% 22.2 0.01%
73 FFSM
Fidelity Fundamental Small-Mid Cap ETF
 0.7780% 224 13.8% 22.2 0.01%
74 NIV
0.0751% 709 11.0% 27.0 0.02%
75 ITOT
iShares Core S&P Total U.S. Stock Market ETF
 0.0121% 2,420 33.8% 62.4 0.01%
76 VEXPX
0.0474% 824 8.0% 24.2 0.01%
77 VEXRX
0.0474% 826 8.1% 25.0 0.01%
78 SMLF
iShares U.S. Small-Cap Equity Factor ETF
 0.2300% 932 6.2% 18.8 0.13%
79 KIE
State Street SPDR S&P Insurance ETF
 1.7369% 54 20.0% 12.0 0.02%
80 DON
WisdomTree U.S. MidCap Dividend Fund
 0.2120% 290 13.0% 19.5 0.03%
81 DUSG
U.S. Small Cap Growth Portfolio: ETF Class Shares
 0.4359% 573 7.2% 17.2 0.01%
82 JHMM
John Hancock Investments - Multifactor Mid Cap ETF
 0.1400% 658 4.7% 22.3 0.01%
83 MDYG
State Street SPDR S&P 400 Mid Cap Growth ETF
 0.2878% 247 13.6% 36.7 0.01%
84 XMLV
Invesco S&P MidCap Low Volatility ETF
 1.0998% 81 18.9% 19.4 0.04%
85 SDVD
FT Vest SMID Rising Dividend Achievers Target Income ETF
 0.8800% 172 10.4% 19.6 0.02%
86 AVUS
Avantis U.S. Equity ETF
 0.0500% 1,919 29.9% 39.4 0.01%
87 VTWIX
0.0073% 9,661 22.3% 7515009019972.8 0.02%
88 VTWAX
0.0073% 9,661 22.3% 7515009019972.8 0.02%
89 VT
Vanguard Total World Stock ETF
 0.0073% 9,661 22.3% 7515009019972.8 0.02%
90 EWMC
Invesco S&P MidCap 400 Equal Weight ETF
 1.1574% 61 27.3% 22.9 0.01%
91 GRPM
Invesco S&P MidCap 400 GARP ETF
 1.1574% 61 27.3% 22.9 0.01%
92 FDVLX
0.0670% 184 11.2% 27.4 0.01%
93 RUNN
Running Oak Efficient Growth ETF
 1.6696% 57 19.3% -1.2 0.02%
94 FXO
First Trust Financials AlphaDEX Fund
 0.6000% 104 17.5% 5.4 0.03%
95 NJB
0.0121% 1,002 36.0% 56.6 0.01%
96 IWB
iShares Russell 1000 ETF
 0.0122% 1,021 35.1% 64.5 0.01%
97 MDYV
State Street SPDR S&P 400 Mid Cap Value ETF
 0.2118% 296 11.1% 22.2 0.02%
98 FNDX
Schwab Fundamental U.S. Large Company ETF
 0.0199% 731 22.3% 22.9 0.02%
99 VONV
Vanguard Russell 1000 Value ETF
 0.0234% 870 29.8% 23.5 0.02%
100 FSMD
Fidelity Small-Mid Multifactor ETF
 0.2100% 595 4.2% 15.4 0.01%
101 IYF
iShares U.S. Financials ETF
 0.1363% 142 47.8% 15.7 0.02%
102 SMMD
iShares Russell 2500 ETF
 0.1234% 2,474 3.1% 19.4 0.02%
103 SCHB
Schwab U.S. Broad Market ETF
 0.0114% 2,380 33.9% 62.5 0.01%
104 IVOG
Vanguard S&P Mid-Cap 400 Growth ETF
 0.2714% 247 14.7% 38.4 0.01%
105 FZROX
0.0120% 2,631 33.4% 51.3 0.01%
106 NLF
0.1352% 142 49.9% 16.1 0.02%
107 IUSG
iShares Core S&P U.S. Growth ETF
 0.0137% 399 57.1% 92.8 0.01%
108 VBAIX
0.0070% 3,170 21.6% 62.4 0.01%
109 VBINX
0.0070% 3,219 19.6% 52.8 0.01%
110 VBIAX
0.0070% 3,170 21.6% 62.4 0.01%
111 IAK
iShares U.S. Insurance ETF
 0.9100% 59 67.4% 11.5 0.02%
112 VITNX
0.0115% 3,134 32.0% 52.7 0.01%
113 VITPX
0.0115% 3,015 34.6% 62.4 0.01%
114 BBMC
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
 0.1900% 457 8.0% 12.8 0.01%
115 DXUV
U.S. Vector Equity Portfolio ETF Class Shares
 0.0620% 2,258 23.9% 22.8 0.01%
116 PKW
Invesco BuyBack Achievers ETF
 0.2141% 286 40.2% 15.8 0.01%
117 FLCOX
0.0240% 869 28.7% 24.1 0.02%
118 KSF
1.0200% 57 66.4% 11.7 0.02%
119 MVFD
Monarch Volume Factor Dividend Tree ETF
 2.4067% 40 29.9% 20.8 0.03%
120 FZIPX
0.1250% 2,126 3.3% 18.3 0.02%
121 IUSV
iShares Core S&P U.S. Value ETF
 0.0111% 730 23.3% 32.5 0.02%
122 FNX
First Trust Mid Cap Core AlphaDEX Fund
 0.2200% 450 4.3% 3.9 0.02%
123 IVOV
Vanguard S&P Mid-Cap 400 Value ETF
 0.2177% 296 10.7% 21.6 0.02%
124 NNW
0.0108% 740 23.0% 31.6 0.02%
125 DFUS
Dimensional U.S. Equity ETF
 0.0120% 2,210 34.6% 64.3 0.01%
126 EZM
WisdomTree U.S. MidCap Fund
 0.2762% 503 9.0% 19.0 0.02%
127 MKLOX
0.0147% 728 13.4% 44.9 0.02%
128 MDLOX
0.0147% 728 13.4% 44.9 0.02%
129 IWV
iShares Russell 3000 ETF
 0.0125% 2,579 33.7% 62.4 0.01%
130 ESML
iShares ESG Aware MSCI USA Small-Cap ETF
 0.0852% 897 5.1% 20.0 0.01%
131 NMV
0.0117% 2,552 34.3% 54.6 0.01%
132 FNCL
Fidelity MSCI Financials Index ETF
 0.1000% 381 48.4% 17.8 0.02%
133 DFAU
Dimensional - US Core Equity Market ETF
 0.0175% 2,154 34.0% 42.9 0.01%
134 DVOL
First Trust Dorsey Wright Momentum & Low Volatility ETF
 2.9600% 50 30.7% 25.7 0.02%
135 SOVF
Sovereign's Capital Flourish Fund
 2.3400% 80 38.1% 8.8 0.01%
136 AFTY
Pacer CSOP FTSE China A50 ETF
 1.0000% 2,175 297.2% 42.9 0.02%
137 JMEE
JPMorgan Small & Mid Cap Enhanced Equity ETF
 0.0700% 671 5.8% 26.3 0.01%
138 AVMV
Avantis U.S. Mid Cap Value ETF
 0.2400% 283 12.0% 18.5 0.02%
139 ESGV
Vanguard ESG U.S. Stock ETF
 0.0143% 1,207 42.6% 70.4 0.01%
140 SPTM
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
 0.0136% 1,509 35.1% 66.6 0.01%
141 PRF
Invesco RAFI US 1000 ETF
 0.0187% 992 23.4% 25.7 0.02%
142 VFQY
Vanguard U.S. Quality Factor ETF
 0.3837% 439 15.0% 31.0 0.01%
143 FSLSX
0.0690% 180 10.6% 29.1 0.01%
144 BSMAX
0.1333% 1,910 4.1% 12.6 0.01%
145 BDVL
iShares Disciplined Volatility Equity Active ETF
 0.0987% 502 13.6% 29.8 0.02%
146 RWK
Invesco S&P MidCap 400 Revenue ETF
 0.1345% 399 20.8% -6.6 0.02%
147 HKJ
0.1790% 940 8.3% 22.8 0.01%
148 ONEY
State Street SPDR Russell 1000 Yield Focus ETF
 0.2430% 299 18.1% 22.0 0.04%
149 BRMAX
0.0638% 588 7.0% 16.1 0.01%
150 BRMKX
0.0638% 588 7.0% 16.1 0.01%
151 VTCLX
0.0050% 884 33.4% 54.4 0.01%
152 VTCIX
0.0050% 863 36.2% 64.7 0.01%
153 IQSM
NYLI Candriam U.S. Mid Cap Equity ETF
 0.4000% 246 9.2% 19.1 0.02%
154 BKMC
BNY Mellon US Mid Cap Core Equity ETF
 0.2300% 397 5.5% 23.3 0.02%
155 VONE
Vanguard Russell 1000 ETF
 0.0119% 1,023 36.0% 65.3 0.01%
156 EBI
Longview Advantage ETF
 0.2100% 1,731 27.1% 21.1 0.01%
157 FIMVX
0.0860% 718 5.9% 23.9 0.02%
158 JKK
iShares Morningstar Small-Cap Growth ETF
 0.1453% 914 7.1% 10.1 0.01%
159 ISCG
iShares Morningstar Small-Cap Growth ETF
 0.1427% 912 7.3% 9.5 0.01%
160 FLAPX
0.2060% 502 5.5% 23.0 0.02%
161 SZNE
Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
 0.8900% 2,456 393.3% 67.7 0.02%
162 VIRS
Pacer BioThreat Strategy ETF
 0.8900% 2,456 393.3% 67.7 0.02%
163 DFSU
Dimensional - US Sustainability Core 1 ETF
 0.0517% 1,967 30.7% 39.3 0.01%
164 LSAF
LeaderSharesTM AlphaFactor US Core Equity ETF
 0.9258% 88 11.2% 22.2 0.01%
165 DIVB
iShares Core Dividend ETF
 0.0522% 381 33.2% 21.8 0.03%
166 XJH
iShares ESG Select Screened S&P Mid-Cap ETF
 0.2800% 359 7.9% 28.4 0.01%
167 QVMM
Invesco S&P MidCap 400 QVM Multi-factor ETF
 0.2807% 359 7.9% 23.9 0.01%
168 DDIV
First Trust Dorsey Wright Momentum & Dividend ETF
 1.5300% 50 38.2% 24.1 0.02%
169 SMIZ
Zacks Small/Mid Cap ETF
 0.3989% 199 11.0% 19.4 0.01%
170 AVLVX
0.1500% 200 24.7% 21.8 0.02%
171 VETS
Pacer Military Times Best Employers ETF
 0.2600% 2,366 424.1% 56.1 0.02%
172 ISCV
iShares Morningstar Small Cap Value ETF
 0.1400% 1,036 5.5% 18.8 0.02%
173 PTMC
Pacer Trendpilot US Mid Cap ETF
 0.2600% 400 7.1% 29.5 0.01%
174 JPME
JPMorgan Diversified Return U.S. Mid Cap Equity ETF
 0.1800% 338 5.0% 25.4 0.02%
175 VFMF
Vanguard U.S. Multifactor ETF
 0.1240% 606 8.8% 15.7 0.02%
176 DVLU
First Trust Dorsey Wright Momentum & Value ETF
 1.7600% 50 30.7% 14.3 0.02%
177 SIXL
ETC 6 Meridian Low Beta Equity ETF
 0.3900% 241 5.0% 27.4 0.03%
178 AVLC
Avantis U.S. Large Cap Equity ETF
 0.0500% 832 30.1% 48.3 0.01%
179 CVY
Invesco Zacks Multi-Asset Income ETF
 0.6293% 148 11.7% 14.6 0.03%
180 VTHR
Vanguard Russell 3000 ETF
 0.0115% 2,980 34.7% 63.1 0.01%
181 ONEV
State Street SPDR Russell 1000 Low Volatility Focus ETF
 0.2403% 448 10.0% 21.9 0.02%
182 SCHK
Schwab 1000 Index ETF
 0.0121% 996 35.0% 63.8 0.01%
183 FNK
First Trust Mid Cap Value AlphaDEX Fund
 0.2800% 225 8.3% 16.3 0.02%
184 HKK
0.0975% 1,062 5.9% 15.0 0.02%
185 GVLU
Gotham 1000 Value ETF
 0.2500% 472 5.0% 20.5 0.02%
186 SMMV
iShares MSCI USA Small-Cap Min Vol Factor ETF
 0.2300% 354 12.5% 38.5 0.02%
187 WSML
iShares MSCI World Small-Cap ETF
 0.0960% 3,661 2.5% 20.4 0.02%
188 BCFN
Baron Financials ETF
 1.3100% 41 44.6% 26.1 0.01%
189 AVMC
Avantis U.S. Mid Cap Equity ETF
 0.1200% 599 5.8% 22.3 0.01%
190 BASMX
0.0124% 1,985 19.9% 91.7 0.01%
191 FSCS
First Trust SMID Capital Strength ETF
 0.9500% 100 10.9% 21.2 0.02%
192 EQAL
Invesco Russell 1000 Equal Weight ETF
 0.0613% 1,011 4.4% 32.0 0.02%
193 SMDX
Intech S&P Small-Mid Cap Diversified Alpha ETF
 0.3913% 527 9.6% 20.6 0.01%
194 DEUS
Xtrackers Russell US Multifactor ETF
 0.1625% 860 6.6% 23.9 0.02%
195 PTL
Inspire 500 ETF
 0.0525% 499 26.9% 35.4 0.01%
196 AVSU
Avantis Responsible U.S. Equity ETF
 0.0900% 1,353 32.6% 42.1 0.01%
197 AVUVX
0.0300% 698 7.8% 12.7 0.02%
198 DTD
WisdomTree U.S. Total Dividend Fund
 0.0237% 805 23.6% 26.9 0.02%
199 OMFL
Invesco Russell 1000 Dynamic Multifactor ETF
 0.0083% 633 37.1% 43.6 0.01%
200 HKG
0.1380% 1,533 4.5% 18.8 0.02%
201 MSSM
Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETF
 0.0542% 1,818 6.1% 16.1 0.01%
202 TILT
Northern Trust Morningstar US Market Factor Tilt ETF
 0.0169% 1,894 26.0% 49.9 0.01%
203 MSML
iShares MSCI USA Small-Cap ETF
 0.1400% 1,657 4.0% 21.1 0.02%
204 NLAX
0.0120% 962 36.1% 56.7 0.01%
205 MSLC
Morgan Stanley Pathway Funds - Large Cap Equity ETF
 0.0089% 790 35.2% 52.4 0.01%
206 IYY
iShares Dow Jones U.S. ETF
 0.0119% 939 35.3% 64.7 0.01%
207 WBIF
WBI BullBear Value 3000 ETF
 1.4800% 70 22.9% 6.9 0.02%
208 AVUSX
0.0600% 1,611 27.2% 30.3 0.01%
209 AVUQ
Avantis U.S. Quality ETF
 0.0800% 548 53.4% 75.3 0.00%
210 WBIG
WBI BullBear Yield 3000 ETF
 1.0000% 85 19.4% 2.7 0.02%
211 JHML
John Hancock Investments - Multifactor Large Cap ETF
 0.0300% 775 24.2% 45.8 0.01%
212 GUSA
Goldman Sachs MarketBeta US 1000 Equity ETF
 0.0100% 1,004 35.2% 64.5 0.01%
213 MVV LEV
ProShares - Ultra MidCap400
 0.1995% 400 8.6% 29.5 0.01%
214 ACMG
American Century Mid Cap Growth Impact ETF
 0.2800% 150 24.5% 9.4 0.00%
215 FNDB
Schwab Fundamental U.S. Broad Market Index ETF
 0.0188% 1,613 20.8% 23.8 0.02%
216 IUS
Invesco RAFI Strategic US ETF
 0.0274% 533 27.2% 28.2 0.02%
217 STLG
iShares Factors US Growth Style ETF
 0.3409% 103 49.8% 96.3 0.01%
218 PFM
Invesco Dividend Achievers ETF
 0.0302% 429 31.9% 26.3 0.02%
219 GOP
Subversive Congressional Republicans Trading ETF
 0.2600% 134 34.6% 64.4 0.01%
220 SYZ
Lazard US Systematic Small Cap Equity ETF
 0.3662% 487 7.2% 17.6 0.01%
221 DMRM
DeltaShares S&P 400 Managed Risk ETF
 0.2400% 402 5.7% 20.0 0.02%
222 AOA
iShares Core 80/20 Aggressive Allocation ETF
 0.0062% 6,484 18.1% 50.1 0.02%
223 AOR
iShares Core 60/40 Balanced Allocation ETF
 0.0047% 6,484 13.8% 50.1 0.02%
224 CVLC
Calvert US Large-Cap Core Responsible Index ETF
 0.0200% 756 37.3% 59.8 0.01%
225 VSLU
Applied Finance Valuation Large Cap ETF
 0.0300% 438 51.7% 29.3 0.01%
226 RNMC
First Trust Mid Cap US Equity Select ETF
 1.0500% 100 12.7% 23.0 0.02%
227 FAB
First Trust Multi Cap Value AlphaDEX Fund
 0.0800% 674 5.0% 17.1 0.03%
228 VLU
State Street SPDR S&P 1500 Value Tilt ETF
 0.0148% 1,451 18.9% 32.9 0.02%
229 MIDU LEV
Direxion Daily Mid Cap Bull 3X ETF
 0.1790% 400 5.0% 29.5 0.01%
230 JUST
Goldman Sachs JUST U.S. Large Cap Equity ETF
 0.0200% 459 40.8% 30.6 0.01%
231 GVUS
Goldman Sachs MarketBeta Russell 1000 Value Equity ETF
 0.0200% 857 29.4% 23.4 0.02%
232 AVTM
Avantis Total Equity Markets ETF 1
 0.0100% 1,702 40.6% 45.5 0.01%
233 CVMC
Calvert US Mid-Cap Core Responsible Index ETF
 0.0800% 593 5.6% 21.7 0.02%
234 EUNA
0.0008% 2,798 111.8% -54.3 0.02%
235 BDMIX
0.0006% 3,803 14.6% -8368.4 3.97%
236 BAMD
Brookstone Dividend Stock ETF
 0.0850% 99 46.1% 23.1 0.04%
237 NSCS
Nuveen Small Cap Select
 0.8730% 84 19.3% 19.5 0.01%
238 JHMF
John Hancock Multifactor Financials ETF
 0.2300% 138 28.4% 15.0 0.02%
239 AOM
iShares Core 40/60 Moderate Allocation ETF
 0.0032% 6,484 9.3% 50.1 0.02%
240 UMDD LEV
ProShares - UltraPro MidCap 400
 0.1646% 399 4.6% 29.5 0.01%
241 SFYX
SoFi Next 500 ETF
 0.1600% 487 11.7% 21.9 0.01%
242 GTPE
Goldman Sachs MSCI World Private Equity Return Tracker ETF
 0.1300% 1,572 18.9% 40.8 0.01%
243 ONEO
State Street SPDR Russell 1000 Momentum Focus ETF
 0.1121% 931 5.9% 31.4 0.02%
244 STMB
iShares Trust - iShares Factors US Mid Blend Style ETF
 0.5700% 404 10.5% 60.5 0.11%
245 BUYO
KraneShares Man Buyout Beta Index ETF
 0.2100% 322 11.8% 21.7 0.01%
246 SQLT
iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF
 0.4607% 486 9.0% 24.8 0.01%
247 MFUS
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
 0.0100% 913 16.0% 54.4 0.02%
248 STXV
Strive 1000 Value ETF
 0.0400% 699 14.0% 19.2 0.02%
249 WGRO
WisdomTree U.S. Growth & Momentum Fund
 0.0144% 70 0.2% 1.2 0.01%
250 HSMV
First Trust Horizon Managed Volatility Small/Mid ETF
 0.3800% 150 16.1% 33.3 0.03%
251 TMID
T. Rowe Price Mid Cap Equity Research ETF
 0.1794% 395 9.8% 21.3 0.01%
252 AOK
iShares Core 30/70 Conservative Allocation ETF
 0.0024% 6,484 7.0% 50.1 0.02%
253 QMID
WisdomTree U.S. MidCap Quality Growth Fund
 0.7586% 124 15.8% 2.9 0.01%
254 AVIE
Avantis Inflation Focused Equity ETF
 0.1000% 366 33.0% 19.4 0.02%
255 MIDE
Xtrackers S&P MidCap 400 Scored & Screened ETF
 0.3869% 264 10.1% 25.9 0.02%
256 MMTM
State Street SPDR S&P 1500 Momentum Tilt ETF
 0.0062% 1,488 36.9% 92.1 0.01%
257 ITDD
iShares LifePath Target Date 2040 ETF
 0.0053% 7,963 15.8% 47.9 0.02%
258 ITDF
iShares LifePath Target Date 2050 ETF
 0.0066% 7,948 19.6% 47.8 0.02%
259 ITDE
iShares LifePath Target Date 2045 ETF
 0.0060% 7,963 17.8% 47.8 0.02%
260 STXG
Strive 1000 Growth ETF
 —% 699 39.2% 86.4 0.01%
261 ITDC
iShares LifePath Target Date 2035 ETF
 0.0047% 7,963 13.9% 48.2 0.02%
262 ITDG
iShares LifePath Target Date 2055 ETF
 0.0070% 7,948 20.8% 47.5 0.02%
263 AVUC
Avantis U.S. Core Equity ETF
 —% 1,593 36.9% 55.3 0.01%
264 ITDH
iShares LifePath Target Date 2060 ETF
 0.0071% 7,948 21.1% 47.4 0.02%
265 ITDB
iShares LifePath Target Date 2030 ETF
 0.0038% 7,963 11.3% 48.8 0.02%
266 JCTR
JPMorgan Carbon Transition U.S. Equity ETF
 0.0300% 395 37.6% 43.2 0.01%
267 ITDI
iShares LifePath Target Date 2065 ETF
 0.0071% 7,948 21.1% 47.4 0.02%
268 IRTR
iShares LifePath Retirement ETF
 0.0029% 7,963 8.6% 48.8 0.02%
269 ITDJ
iShares LifePath Target Date 2070 ETF
 0.0071% 7,948 21.1% 47.4 0.02%
270 ISCB
iShares Morningstar Small-Cap ETF
 0.1400% 1,560 3.5% 14.8 0.01%
271 JKJ
iShares Morningstar Small-Cap ETF
 0.1400% 1,661 4.2% 20.8 0.01%
272 JKL
iShares Morningstar Small-Cap Value ETF
 0.1500% 1,037 5.4% 18.3 0.02%
273 IPDP
Dividend Performers ETF
 1.8700% 51 24.5% 36.5 0.02%
274 FTLS
First Trust Long/Short Equity ETF
 -0.0300% 515 29.1% 25.4 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