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UPW

ProShares - Ultra Utilities
1W: -3.9% 1M: -8.0% 3M: +12.2% YTD: +9.5% 1Y: +33.9% 3Y: +70.1% 5Y: +89.5%
$24.27
+0.12 (+0.51%)
After Hours: $24.12 (-0.14, -0.60%)
ETF AMEX · AUM $15.3M
ETF-Level Metrics
AUM$15M
Holdings31
Top 10 Wt39.4%
Beta1.07
% Profitable81%
Coverage68%
Portfolio Valuation
P/E24.5
P/B2.7
P/S3.7
EV/EBITDA13.9
P/FCF32.5
PEG1.80
Profitability & Returns
Gross Margin51.2%
Net Margin15.3%
ROE11.6%
ROA3.0%
ROIC5.9%
Div Yield2.69%
Leverage & Liquidity
Debt/Equity1.69
Debt/Assets0.43
Net Debt/EBITDA5.2x
Interest Cov2.5x
Current Ratio0.78
Quick Ratio0.65
Growth (YoY)
Revenue+9.4%
Net Income+8.7%
EPS+7.7%
FCF+31.7%
EBITDA+7.6%
Rev CAGR 3Y+2.9%
Quality Scores
Piotroski F6.5
Altman Z1.08
IS Quality63.4
IS Overall41.0
IS Value53.6
Median P/E22.3

Sector Breakdown

2 sectors
Sector # Holdings Total Weight % Avg P/E
Utilities 31 67.9% 23.2
Other 6 32.1%

Smart Money Overlap

4 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
AEP American Electric Power Company, Inc. 3.36% 4 Bullish 26 2 -2.6%
SRE Sempra 2.93% 4 Bullish 7 1 +3.2%
EXC Exelon Corporation 2.38% 4 Bullish 8 1 +2.1%
ATO Atmos Energy Corporation 1.41% 4 Bullish 1 1 +7.7%
Showing 37 of 37 holdings · Page 1 of 1
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 Net Other Assets (Liabilities) Private 32.15% $6.9M 6,888,626
2 NEXTERA ENERGY INC NEE 9.05% $1.9M 20,889 27.9 $189.9B Utilities
3 SOUTHERN CO/THE SO 5.11% $1.1M 11,045 24.2 $106.8B Utilities
4 DUKE ENERGY CORP DUK 4.86% $1.0M 7,797 20.2 $100.6B Utilities
5 CONSTELLATION ENERGY CEG 4.46% $956,465 3,130 39.8 $92.2B Utilities
6 AMERICAN ELECTRIC POWER AEP 3.36% $720,788 5,373 18.7 $69.7B Utilities
7 SEMPRA SRE 2.93% $628,119 6,547 34.0 $62.4B Utilities
8 DOMINION ENERGY INC D 2.54% $543,192 8,565 17.3 $53.5B Utilities
9 VISTRA CORP VST 2.42% $518,206 3,199 54.8 $51.6B Utilities
10 EXELON CORP EXC 2.38% $509,488 10,131 17.7 $49.5B Utilities
11 XCEL ENERGY INC XEL 2.26% $484,474 5,935 23.0 $48.6B Utilities
12 ENTERGY CORP ETR 2.22% $475,960 4,483 26.2 $46.6B Utilities
13 PUBLIC SERVICE ENTERPRISE GP PEG 1.98% $424,824 5,005 19.0 $40.2B Utilities
14 CONSOLIDATED EDISON INC ED 1.95% $417,965 3,620 19.9 $40.3B Utilities
15 P G & E CORP PCG 1.90% $406,767 22,047 14.2 $38.2B Utilities
16 WEC ENERGY GROUP INC WEC 1.80% $384,944 3,265 23.8 $37.1B Utilities
17 NRG ENERGY INC NRG 1.51% $324,477 2,128 32.2 $31.3B Utilities
18 DTE ENERGY COMPANY DTE 1.45% $311,655 2,088 20.4 $30.0B Utilities
19 AMEREN CORPORATION AEE 1.43% $306,302 2,714 20.2 $30.0B Utilities
20 ATMOS ENERGY CORP ATO 1.41% $302,390 1,610 23.8 $30.3B Utilities
21 CENTERPOINT ENERGY INC CNP 1.35% $289,073 6,549 26.3 $27.6B Utilities
22 PPL CORP PPL 1.34% $287,490 7,421 23.5 $28.2B Utilities
23 EDISON INTERNATIONAL EIX 1.31% $281,372 3,856 5.9 $27.2B Utilities
24 EVERSOURCE ENERGY ES 1.29% $275,598 3,765 15.1 $25.5B Utilities
25 AMERICAN WATER WORKS CO INC AWK 1.27% $272,119 1,956 24.1 $26.8B Utilities
26 FIRSTENERGY CORP FE 1.26% $269,980 5,216 28.3 $28.9B Utilities
27 CMS ENERGY CORP CMS 1.12% $239,037 3,054 21.4 $23.4B Utilities
28 NISOURCE INC NI 1.06% $227,191 4,786 23.1 $21.7B Utilities
29 EVERGY INC EVRG 0.90% $192,451 2,312 21.7 $18.5B Utilities
30 ALLIANT ENERGY CORP LNT 0.88% $188,125 2,576 22.3 $18.1B Utilities
31 PINNACLE WEST CAPITAL PNW 0.58% $124,005 1,203 19.1 $11.9B Utilities
32 AES CORP AES 0.47% $101,459 7,145 11.2 $10.0B Utilities
33 UTILITIES SELECT SECTOR INDEX SWAP BANK OF AMERICA NA Swap —% 4,073
34 UTILITIES SELECT SECTOR INDEX SWAP SOCIETE GENERALE Swap —% 3,340
35 UTILITIES SELECT SECTOR INDEX SWAP UBS AG Swap —% 7,813
36 UTILITIES SELECT SECTOR INDEX SWAP CITIBANK NA Swap —% 10,507
37 UTILITIES SELECT SECTOR INDEX SWAP GOLDMAN SACHS INTERNATIONAL Swap —% 3,996

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