UVSP NASDAQ
Univest Financial Corporation
1W: +1.4%
1M: +1.9%
3M: -4.5%
YTD: +33.7%
1Y: +40.4%
3Y: +175.7%
5Y: +76.1%
$42.40
+0.15 (+0.36%)
After Hours: $42.09 (-0.31, -0.73%)
Weekly Expected Move ±2.2%
$40
$41
$42
$43
$44
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.
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
113
ETFs Holding
Total ETF Value
2.07%
Max Weight
0.083%
Avg Weight
ETF Holdings by Value
ETFs Holding UVSP
| # | ETF | Weight | Value | Holdings | Top 10 Wt | P/E | Div Yield | Sector Mix |
|---|---|---|---|---|---|---|---|---|
| 1 | VSMPX | 0.0015% | 3,485 | 34.6% | 62.4 | 0.01% | ||
| 2 | VTSAX | 0.0015% | 3,485 | 34.6% | 62.4 | 0.01% | ||
| 3 | VITSX | 0.0015% | 3,485 | 34.6% | 62.4 | 0.01% | ||
| 4 |
VTI
Vanguard Morningstar Total Stock Market ETF
|
0.0015% | 3,485 | 34.6% | 62.4 | 0.01% | ||
| 5 |
AVUV
Avantis U.S. Small Cap Value ETF
|
0.1100% | 786 | 7.9% | 11.4 | 0.02% | ||
| 6 |
IWM
iShares Russell 2000 ETF
|
0.0422% | 1,965 | 3.3% | 9.3 | 0.02% | ||
| 7 | NJM | 0.0331% | 1,897 | 8.0% | 11.8 | 0.01% | ||
| 8 |
DFSV
U.S. Small Cap Value Portfolio ETF Class Shares
|
0.0878% | 1,054 | 7.2% | 21.4 | 0.02% | ||
| 9 |
DFAT
Dimensional - US Targeted Value ETF
|
0.0707% | 1,219 | 7.0% | 20.1 | 0.02% | ||
| 10 |
KRE
State Street SPDR S&P Regional Banking ETF
|
0.3150% | 167 | 11.6% | 12.4 | 0.03% | ||
| 11 | FSSNX | 0.0400% | 1,952 | 3.2% | 7.5 | 0.02% | ||
| 12 |
VXF
Vanguard Extended Market ETF
|
0.0137% | 3,322 | 9.5% | 3.8 | 0.01% | ||
| 13 | VEXAX | 0.0137% | 3,322 | 9.5% | 3.8 | 0.01% | ||
| 14 | VIEIX | 0.0137% | 3,322 | 9.5% | 3.8 | 0.01% | ||
| 15 | VEMPX | 0.0137% | 3,322 | 9.5% | 3.8 | 0.01% | ||
| 16 |
IWN
iShares Russell 2000 Value ETF
|
0.0800% | 1,396 | 5.4% | 19.1 | 0.03% | ||
| 17 | FSRBX | 2.0680% | 35 | 51.1% | 13.1 | 0.03% | ||
| 18 | NAJ | 0.0692% | 1,376 | 6.9% | 8.4 | 0.02% | ||
| 19 |
DFAS
Dimensional - US Small Cap ETF
|
0.0269% | 2,090 | 2.6% | 15.2 | 0.01% | ||
| 20 | BDSCX | 0.1493% | 805 | 5.9% | 0.3 | 0.01% | ||
| 21 | BDSIX | 0.1493% | 783 | 9.1% | 10.8 | 0.01% | ||
| 22 | BDSAX | 0.1493% | 805 | 5.9% | 0.3 | 0.01% | ||
| 23 | BDSKX | 0.1493% | 805 | 5.9% | 0.3 | 0.01% | ||
| 24 |
FESM
Fidelity Enhanced Small Cap ETF
|
0.1000% | 866 | 7.1% | 13.4 | 0.01% | ||
| 25 |
VTWO
Vanguard Russell 2000 ETF
|
0.0379% | 1,992 | 3.3% | 8.8 | 0.01% | ||
| 26 |
SCHA
Schwab U.S. Small-Cap ETF
|
0.0284% | 1,743 | 2.8% | 15.7 | 0.02% | ||
| 27 | FSMAX | 0.0140% | 3,181 | 8.8% | 12.6 | 0.01% | ||
| 28 |
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
0.2100% | 629 | 7.7% | 5.3 | 0.02% | ||
| 29 |
DFAC
Dimensional - US Core Equity 2 ETF
|
0.0059% | 2,537 | 26.7% | 27.5 | 0.01% | ||
| 30 | BDMIX | 0.0358% | 3,803 | 14.6% | -8368.4 | 3.97% | ||
| 31 |
DFMC
U.S. Micro Cap Portfolio ETF
|
0.0591% | 1,732 | 3.7% | 24.8 | 0.02% | ||
| 32 |
IWC
iShares Micro-Cap ETF
|
0.2958% | 1,349 | 5.8% | 10.6 | 0.02% | ||
| 33 | IJE | 0.2002% | 1,269 | 13.3% | 18.5 | 0.01% | ||
| 34 |
FSMD
Fidelity Small-Mid Multifactor ETF
|
0.1100% | 595 | 4.2% | 15.4 | 0.01% | ||
| 35 |
PSC
Principal U.S. Small-Cap Multi-Factor ETF
|
0.0982% | 487 | 8.6% | -21.9 | 0.02% | ||
| 36 | FSKAX | 0.0020% | 3,600 | 34.8% | 51.6 | 0.01% | ||
| 37 |
AVSC
Avantis U.S. Small Cap Equity ETF
|
0.0700% | 1,515 | 3.3% | 24.0 | 0.01% | ||
| 38 | MDSKX | 0.0380% | 1,567 | 3.2% | -1.8 | 0.01% | ||
| 39 | MASKX | 0.0380% | 1,567 | 3.2% | -1.8 | 0.01% | ||
| 40 |
DCOR
U.S. Core Equity 1 Portfolio ETF Class Shares
|
0.0045% | 2,518 | 27.9% | 32.6 | 0.01% | ||
| 41 | VFAIX | 0.0136% | 410 | 44.5% | 17.3 | 0.02% | ||
| 42 |
VFH
Vanguard Financials ETF
|
0.0136% | 423 | 48.2% | 18.3 | 0.02% | ||
| 43 | FISVX | 0.0810% | 1,399 | 5.5% | 11.8 | 0.02% | ||
| 44 |
ITOT
iShares Core S&P Total U.S. Stock Market ETF
|
0.0019% | 2,420 | 33.8% | 62.4 | 0.01% | ||
| 45 |
DES
WisdomTree U.S. SmallCap Dividend Fund
|
0.0682% | 507 | 9.6% | 30.9 | 0.03% | ||
| 46 |
VFMF
Vanguard U.S. Multifactor ETF
|
0.1925% | 606 | 8.8% | 15.7 | 0.02% | ||
| 47 |
VTWV
Vanguard Russell 2000 Value ETF
|
0.0779% | 1,426 | 5.4% | 18.4 | 0.02% | ||
| 48 |
DFUV
Dimensional - US Marketwide Value ETF
|
0.0064% | 1,310 | 26.3% | 17.8 | 0.02% | ||
| 49 |
DXUV
U.S. Vector Equity Portfolio ETF Class Shares
|
0.0158% | 2,258 | 23.9% | 22.8 | 0.01% | ||
| 50 |
PRFZ
Invesco RAFI US 1500 Small-Mid ETF
|
0.0358% | 1,481 | 4.1% | 16.4 | 0.01% | ||
| 51 |
SEIS
SEI Exchange Traded Funds - SEI Select Small Cap ETF
|
0.1500% | 364 | 10.8% | 21.8 | 0.01% | ||
| 52 | AVUVX | 0.0600% | 698 | 7.8% | 12.7 | 0.02% | ||
| 53 |
SMLV
State Street SPDR US Small Cap Low Volatility Index ETF
|
0.3512% | 393 | 5.9% | 36.3 | 0.03% | ||
| 54 |
GSSC
Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
|
0.0800% | 1,372 | 3.6% | 0.7 | 0.01% | ||
| 55 | FNCMX | 0.0030% | 2,781 | 57.5% | 72.7 | 0.27% | ||
| 56 |
DPST
LEV
Direxion Daily Regional Banks Bull 3X ETF
|
0.2252% | 167 | 8.3% | 12.4 | 0.03% | ||
| 57 |
SMMD
iShares Russell 2500 ETF
|
0.0172% | 2,474 | 3.1% | 19.4 | 0.02% | ||
| 58 |
SVAL
iShares US Small Cap Value Factor ETF
|
0.4300% | 237 | 7.8% | 12.7 | 0.02% | ||
| 59 |
SCHB
Schwab U.S. Broad Market ETF
|
0.0015% | 2,380 | 33.9% | 62.5 | 0.01% | ||
| 60 |
ONEQ
Fidelity Nasdaq Composite Index ETF
|
0.0100% | 997 | 56.9% | 92.9 | 0.01% | ||
| 61 | VSTCX | 0.0203% | 652 | 7.2% | 14.4 | 0.01% | ||
| 62 |
VFVA
Vanguard U.S. Value Factor ETF
|
0.0748% | 666 | 7.9% | 15.4 | 0.02% | ||
| 63 | FZROX | 0.0020% | 2,631 | 33.4% | 51.3 | 0.01% | ||
| 64 |
EES
WisdomTree U.S. SmallCap Fund
|
0.0863% | 862 | 8.6% | 22.2 | 0.02% | ||
| 65 |
AVUS
Avantis U.S. Equity ETF
|
—% | 1,919 | 29.9% | 39.4 | 0.01% | ||
| 66 | VBIAX | 0.0009% | 3,170 | 21.6% | 62.4 | 0.01% | ||
| 67 | VBAIX | 0.0009% | 3,170 | 21.6% | 62.4 | 0.01% | ||
| 68 | VBINX | 0.0009% | 3,219 | 19.6% | 52.8 | 0.01% | ||
| 69 |
VFQY
Vanguard U.S. Quality Factor ETF
|
0.1152% | 439 | 15.0% | 31.0 | 0.01% | ||
| 70 |
RSSL
Global X - Russell 2000 ETF
|
0.0400% | 1,967 | 3.3% | 7.7 | 0.02% | ||
| 71 | VITNX | 0.0015% | 3,134 | 32.0% | 52.7 | 0.01% | ||
| 72 | VITPX | 0.0015% | 3,015 | 34.6% | 62.4 | 0.01% | ||
| 73 | FZIPX | 0.0160% | 2,126 | 3.3% | 18.3 | 0.02% | ||
| 74 |
QABA
First Trust NASDAQ ABA Community Bank Index Fund
|
0.4900% | 158 | 26.4% | 13.1 | 0.03% | ||
| 75 |
DFUS
Dimensional U.S. Equity ETF
|
0.0017% | 2,210 | 34.6% | 64.3 | 0.01% | ||
| 76 |
IWV
iShares Russell 3000 ETF
|
0.0015% | 2,579 | 33.7% | 62.4 | 0.01% | ||
| 77 |
FNCL
Fidelity MSCI Financials Index ETF
|
0.0100% | 381 | 48.4% | 17.8 | 0.02% | ||
| 78 |
DFAU
Dimensional - US Core Equity Market ETF
|
0.0023% | 2,154 | 34.0% | 42.9 | 0.01% | ||
| 79 | NMV | 0.0014% | 2,552 | 34.3% | 54.6 | 0.01% | ||
| 80 |
ISCV
iShares Morningstar Small Cap Value ETF
|
0.0400% | 1,036 | 5.5% | 18.8 | 0.02% | ||
| 81 | HKK | 0.0384% | 1,062 | 5.9% | 15.0 | 0.02% | ||
| 82 | BSMAX | 0.0184% | 1,910 | 4.1% | 12.6 | 0.01% | ||
| 83 |
TILT
Northern Trust Morningstar US Market Factor Tilt ETF
|
0.0088% | 1,894 | 26.0% | 49.9 | 0.01% | ||
| 84 | FLXSX | 0.0430% | 1,623 | 3.6% | 11.2 | 0.01% | ||
| 85 |
AFSM
First Trust Active Factor Small Cap ETF
|
0.1400% | 320 | 8.6% | 11.4 | 0.02% | ||
| 86 |
ROSC
Hartford Multifactor Small Cap ETF
|
0.3287% | 311 | 10.3% | 14.9 | 0.02% | ||
| 87 |
OMFS
Invesco Russell 2000 Dynamic Multifactor ETF
|
0.0447% | 1,100 | 11.2% | 17.1 | 0.02% | ||
| 88 |
VTHR
Vanguard Russell 3000 ETF
|
0.0015% | 2,980 | 34.7% | 63.1 | 0.01% | ||
| 89 | BASMX | 0.0015% | 1,985 | 19.9% | 91.7 | 0.01% | ||
| 90 |
WSML
iShares MSCI World Small-Cap ETF
|
0.0114% | 3,661 | 2.5% | 20.4 | 0.02% | ||
| 91 | AVSCX | 0.0600% | 1,108 | 3.7% | 10.0 | 0.01% | ||
| 92 |
ITWO
ProShares Russell 2000 High Income ETF
|
0.0379% | 1,961 | 3.1% | 9.2 | 0.02% | ||
| 93 |
DFSU
Dimensional - US Sustainability Core 1 ETF
|
0.0027% | 1,967 | 30.7% | 39.3 | 0.01% | ||
| 94 |
URTY
LEV
ProShares - UltraPro Russell2000
|
0.0193% | 1,964 | 22.8% | 9.2 | 0.02% | ||
| 95 |
MSML
iShares MSCI USA Small-Cap ETF
|
0.0200% | 1,657 | 4.0% | 21.1 | 0.02% | ||
| 96 | HKG | 0.0186% | 1,533 | 4.5% | 18.8 | 0.02% | ||
| 97 |
MSSM
Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETF
|
0.0070% | 1,818 | 6.1% | 16.1 | 0.01% | ||
| 98 |
FSEV
Fidelity Enhanced Small Cap Value ETF
|
0.5800% | 422 | 8.2% | 32.5 | 0.02% | ||
| 99 |
UWM
LEV
ProShares - Ultra Russell2000
|
0.0163% | 1,963 | 39.1% | 9.2 | 0.02% | ||
| 100 |
IWMW
iShares Russell 2000 BuyWrite ETF
|
0.0424% | 1,963 | 3.3% | 9.3 | 0.02% | ||
| 101 |
EBIT
Harbor AlphaEdge Small Cap Earners ETF (EBIT)
|
0.1789% | 595 | 8.3% | 21.0 | 0.03% | ||
| 102 | AVUSX | —% | 1,611 | 27.2% | 30.3 | 0.01% | ||
| 103 |
PQSV
PGIM ETF Trust - PGIM QMA Strategic Alpha Small-Cap Value ETF
|
0.1200% | 777 | 2.1% | 13.0 | 0.03% | ||
| 104 |
AVSU
Avantis Responsible U.S. Equity ETF
|
—% | 1,353 | 32.6% | 42.1 | 0.01% | ||
| 105 |
AVTM
Avantis Total Equity Markets ETF 1
|
—% | 1,702 | 40.6% | 45.5 | 0.01% | ||
| 106 |
BUYO
KraneShares Man Buyout Beta Index ETF
|
0.0600% | 322 | 11.8% | 21.7 | 0.01% | ||
| 107 |
SYZ
Lazard US Systematic Small Cap Equity ETF
|
0.0144% | 487 | 7.2% | 17.6 | 0.01% | ||
| 108 |
FEAC
Fidelity Covington Trust - Fidelity Enhanced U.S. All-Cap Equity ETF
|
0.0500% | 419 | 35.6% | 97.9 | 0.01% | ||
| 109 |
RESM
Columbia Research Enhanced Small Cap ETF
|
0.0600% | 1,007 | 4.8% | -6.1 | 0.01% | ||
| 110 |
EBI
Longview Advantage ETF
|
—% | 1,731 | 27.1% | 21.1 | 0.01% | ||
| 111 |
HDG
ProShares - Hedge Replication ETF
|
0.0064% | 1,960 | 0.5% | 9.2 | 0.02% | ||
| 112 |
ITDF
iShares LifePath Target Date 2050 ETF
|
0.0012% | 7,948 | 19.6% | 47.8 | 0.02% | ||
| 113 |
ITDE
iShares LifePath Target Date 2045 ETF
|
0.0010% | 7,963 | 17.8% | 47.8 | 0.02% | ||
| 114 |
ITDD
iShares LifePath Target Date 2040 ETF
|
0.0008% | 7,963 | 15.8% | 47.9 | 0.02% | ||
| 115 |
ITDG
iShares LifePath Target Date 2055 ETF
|
0.0014% | 7,948 | 20.8% | 47.5 | 0.02% | ||
| 116 |
ITDH
iShares LifePath Target Date 2060 ETF
|
0.0014% | 7,948 | 21.1% | 47.4 | 0.02% | ||
| 117 |
ITDC
iShares LifePath Target Date 2035 ETF
|
0.0005% | 7,963 | 13.9% | 48.2 | 0.02% | ||
| 118 |
ITDI
iShares LifePath Target Date 2065 ETF
|
0.0014% | 7,948 | 21.1% | 47.4 | 0.02% | ||
| 119 |
RB
ProShares Trust - ProShares Russell 2000 Dynamic Buffer ETF
|
0.0327% | 1,953 | 2.9% | 8.9 | 0.02% | ||
| 120 |
JKL
iShares Morningstar Small-Cap Value ETF
|
0.0400% | 1,037 | 5.4% | 18.3 | 0.02% | ||
| 121 |
ITDJ
iShares LifePath Target Date 2070 ETF
|
0.0014% | 7,948 | 21.1% | 47.4 | 0.02% | ||
| 122 |
ITDB
iShares LifePath Target Date 2030 ETF
|
0.0002% | 7,963 | 11.3% | 48.8 | 0.02% | ||
| 123 |
IRTR
iShares LifePath Retirement ETF
|
0.0002% | 7,963 | 8.6% | 48.8 | 0.02% | ||
| 124 |
ISCB
iShares Morningstar Small-Cap ETF
|
0.0200% | 1,560 | 3.5% | 14.8 | 0.01% | ||
| 125 |
JKJ
iShares Morningstar Small-Cap ETF
|
0.0200% | 1,661 | 4.2% | 20.8 | 0.01% |
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