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XLG

Invesco S&P 500 Top 50 ETF
1W: -0.8% 1M: -4.4% 3M: -7.3% YTD: -6.9% 1Y: +15.8% 3Y: +88.7% 5Y: +97.6%
$55.02
+0.39 (+0.71%)
After Hours: $54.64 (-0.38, -0.70%)
ETF AMEX · AUM $11.6B
ETF-Level Metrics
AUM$11.6B
Holdings52
Top 10 Wt61.9%
Beta1.05
% Profitable96%
Coverage100%
Portfolio Valuation
P/E33.5
P/B11.4
P/S8.2
EV/EBITDA23.2
P/FCF43.0
PEG1.10
Profitability & Returns
Gross Margin51.8%
Net Margin24.4%
ROE37.8%
ROA13.4%
ROIC33.3%
Div Yield0.88%
Leverage & Liquidity
Debt/Equity0.48
Debt/Assets0.18
Net Debt/EBITDA-0.1x
Interest Cov15.1x
Current Ratio1.28
Quick Ratio1.20
Growth (YoY)
Revenue+21.2%
Net Income+33.9%
EPS+34.8%
FCF+30.9%
EBITDA+28.8%
Rev CAGR 3Y+18.5%
Quality Scores
Piotroski F7.0
Altman Z16.79
IS Quality81.0
IS Overall69.7
IS Value43.4
Median P/E26.6

Sector Breakdown

10 sectors
Sector # Holdings Total Weight % Avg P/E
Technology 15 43.6% 47.6
Communication Services 7 16.3% 21.3
Consumer Cyclical 4 10.8% 101.8
Financial Services 8 10.1% 18.1
Healthcare 7 7.6% 38.9
Consumer Defensive 6 6.1% 31.5
Energy 2 3.1% 28.8
Industrials 2 1.9% 37.1
Basic Materials 1 0.7% 33.1
Other 1 —%

Smart Money Overlap

18 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
AVGO Broadcom Inc. 4.46% 4 Bullish 1 10 -0.9%
META Meta Platforms, Inc. 3.91% 4 Bullish 42 14 +0.2%
JPM JPMorgan Chase & Co. 2.32% 4 Bullish 14 9 -3.5%
JNJ Johnson & Johnson 1.69% 4 Bullish 12 2 -0.9%
WMT Walmart Inc. 1.57% 4 Bullish 21 3 +2.2%
V Visa Inc. 1.49% 4 Bullish 7 12 -3.7%
MA Mastercard Incorporated 1.19% 4 Bullish 13 3 -2.8%
NFLX Netflix, Inc. 1.15% 4 Bullish 71 13 -5.0%
CAT Caterpillar Inc. 0.95% 4 Bullish 10 6 -4.4%
CSCO Cisco Systems, Inc. 0.91% 4 Bullish 5 6 +3.7%
MRK Merck & Co., Inc. 0.84% 4 Bullish 11 2 +0.9%
UNH UnitedHealth Group Incorporated 0.75% 4 Bullish 7 8 -4.1%
IBM International Business Machines Corporation 0.69% 4 Bullish 10 8 -0.2%
LIN Linde plc 0.68% 4 Bullish 10 3 +2.1%
MCD McDonald's Corporation 0.65% 4 Bullish 11 1 -4.3%
T AT&T Inc. 0.58% 4 Bullish 29 5 +3.0%
DIS The Walt Disney Company 0.52% 4 Bullish 28 3 -3.5%
NOW ServiceNow, Inc. 0.35% 4 Bullish 2 12 -4.6%
Showing 50 of 53 holdings · Page 1 of 2
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 NVIDIA Corp NVDA 12.83% $1.3B 7,261,853 36.2 $4.3T Technology
2 Apple Inc AAPL 10.87% $1.1B 4,414,718 31.6 $3.7T Technology
3 Microsoft Corp MSFT 8.55% $864.0M 2,220,938 23.1 $2.8T Technology
4 Amazon.com Inc AMZN 6.00% $606.9M 2,907,096 29.2 $2.3T Consumer Cyclical
5 Alphabet Inc GOOGL 5.28% $534.0M 1,738,742 26.6 $3.5T Communication Services
6 Broadcom Inc AVGO 4.46% $451.4M 1,411,450 60.5 $1.5T Technology
7 Alphabet Inc GOOG 4.20% $424.8M 1,389,591 26.6 $3.5T Communication Services
8 Meta Platforms Inc META 3.91% $394.5M 650,300 24.8 $1.5T Communication Services
9 Tesla Inc TSLA 3.16% $319.3M 839,613 328.7 $1.4T Consumer Cyclical
10 Berkshire Hathaway Inc BRK-B 2.61% $263.8M 547,946 15.3 $1.0T Financial Services
11 JPMorgan Chase & Co JPM 2.32% $234.4M 813,912 14.4 $796.8B Financial Services
12 Eli Lilly & Co LLY 2.15% $217.7M 237,285 39.9 $865.9B Healthcare
13 Exxon Mobil Corp XOM 1.97% $199.3M 1,260,141 24.5 $680.3B Energy
14 Johnson & Johnson JNJ 1.69% $171.2M 720,479 21.7 $578.2B Healthcare
15 Walmart Inc WMT 1.57% $158.6M 1,309,981 44.8 $981.1B Consumer Defensive
16 Visa Inc V 1.49% $151.0M 503,776 28.1 $587.9B Financial Services
17 Costco Wholesale Corp COST 1.28% $129.4M 132,757 50.6 $432.5B Consumer Defensive
18 Mastercard Inc MA 1.19% $120.6M 245,559 30.1 $448.7B Financial Services
19 Netflix Inc NFLX 1.15% $116.2M 1,266,597 35.5 $391.0B Communication Services
20 Chevron Corp CVX 1.13% $113.9M 565,523 33.2 $410.2B Energy
21 AbbVie Inc ABBV 1.08% $108.9M 528,008 87.3 $366.3B Healthcare
22 Palantir Technologies Inc PLTR 1.05% $106.3M 683,080 227.6 $355.1B Technology
23 Procter & Gamble Co/The PG 1.00% $101.2M 698,550 21.2 $336.3B Consumer Defensive
24 Advanced Micro Devices Inc AMD 0.99% $99.8M 486,003 82.8 $359.1B Technology
25 Home Depot Inc/The HD 0.97% $97.7M 297,809 23.3 $331.2B Consumer Cyclical
26 Caterpillar Inc CAT 0.95% $96.0M 139,388 37.8 $336.5B Industrials
27 Bank of America Corp BAC 0.94% $94.4M 2,007,408 11.8 $356.0B Financial Services
28 Cisco Systems Inc CSCO 0.91% $92.5M 1,178,162 29.2 $323.3B Technology
29 General Electric Co GE 0.91% $92.0M 315,530 36.4 $312.8B Industrials
30 Coca-Cola Co/The KO 0.87% $87.4M 1,157,287 24.7 $323.6B Consumer Defensive
31 Merck & Co Inc MRK 0.84% $84.6M 741,147 16.3 $295.1B Healthcare
32 Oracle Corp ORCL 0.77% $78.2M 502,686 25.7 $419.8B Technology
33 Philip Morris International Inc PM 0.76% $76.1M 465,759 22.7 $257.6B Consumer Defensive
34 UnitedHealth Group Inc UNH 0.75% $75.8M 270,441 20.4 $245.6B Healthcare
35 Goldman Sachs Group Inc/The GS 0.72% $72.7M 89,750 15.3 $252.5B Financial Services
36 Wells Fargo & Co WFC 0.71% $71.7M 938,470 12.0 $247.7B Financial Services
37 International Business Machines Corp IBM 0.69% $70.0M 279,696 21.3 $226.4B Technology
38 Linde PLC LIN 0.68% $68.1M 139,058 33.1 $228.1B Basic Materials
39 McDonald's Corp MCD 0.65% $65.7M 212,344 26.0 $222.4B Consumer Cyclical
40 PepsiCo Inc PEP 0.62% $62.5M 409,066 25.2 $207.5B Consumer Defensive
41 Verizon Communications Inc VZ 0.62% $62.3M 1,259,904 12.4 $212.4B Communication Services
42 AT&T Inc T 0.58% $58.8M 2,118,409 9.4 $204.4B Communication Services
43 Abbott Laboratories ABT 0.55% $55.8M 520,188 28.1 $182.2B Healthcare
44 Salesforce Inc CRM 0.55% $55.4M 283,914 22.8 $170.5B Technology
45 Walt Disney Co/The DIS 0.52% $52.9M 533,742 14.0 $170.2B Communication Services
46 Texas Instruments Inc TXN 0.51% $51.1M 271,333 35.8 $179.2B Technology
47 Intuitive Surgical Inc ISRG 0.50% $50.7M 105,666 58.4 $166.9B Healthcare
48 Accenture PLC ACN 0.37% $37.8M 185,497 15.4 $118.3B Technology
49 Intuit Inc INTU 0.37% $37.7M 82,736 27.4 $118.8B Technology
50 ServiceNow Inc NOW 0.35% $35.1M 309,957 61.3 $107.8B Technology

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