FFSG

FormulaFolios Smart Growth ETF
AUM$41.6M
Expense Ratio0.70%
NAV$28.45
Holdings7
InceptionNov 2, 2017

Price Chart

Key Statistics

Previous Close

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Day Range

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52-Week Range

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Avg Volume

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Dividend Yield

N/A

Expense Ratio

0.70%

AUM

$41.6M

Shares Outstanding

N/A

Sector Breakdown

SectorWeight %
Technology18.32%
Industrials14.13%
Financial Services13.62%
Healthcare11.77%
Consumer Cyclical11.07%
Consumer Defensive8.39%
Energy5.44%
Communication Services4.93%
Real Estate4.42%
Utilities3.98%
Basic Materials3.95%

Country Allocation

CountryWeight %
United States99.10%
Other0.90%

Fund Information

Category
Technology
Subcategory
Growth
Inception Date
Nov 2, 2017
Description
The fund seeks to achieve its investment objective by investing through other unaffiliated ETFs primarily in domestic and foreign growth-oriented equity securities of any market capitalization and U.S. Treasuries or other cash equivalents. It is generally 100% invested in growth-oriented equity ETFs when the adviser's investment models indicate a bullish trend for the equity market, and is generally 50% invested in growth-oriented equity ETFs and 50% invested in U.S. treasuries and/or U.S. short-term bonds to hedge risk when the adviser's models indicate a bearish trend for the equity markets.

Similar ETFs

SymbolNameAUMExpense RatioHoldings
VTIVanguard Total Stock Market ETF$2.10T0.03%3,598
VOOVanguard S&P 500 ETF$1.50T0.03%505
IVViShares Core S&P 500 ETF$733.16B0.03%503
SPYState Street SPDR S&P 500 ETF Trust$677.71B0.09%503
QQQInvesco QQQ Trust, Series 1$392.45B0.18%102

The FormulaFolios Smart Growth ETF (FFSG) is an exchange-traded fund that launched on Nov 2, 2017. It currently manages $41.6M in assets under management. The fund charges an expense ratio of 0.70%. The fund holds 7 securities in its portfolio. It falls under the Technology category.

Top 10 holdings represent 100.0% of the fund

RankSymbolNameWeight %SharesMarket Value
1IVV27.95%30,736$11.6M
2IJH18.21%31,546$7.6M
3IJR16.12%66,577$6.7M
4IEFA15.98%99,193$6.6M
5IYR11.18%51,009$4.7M
6IEMG9.67%67,589$4.0M
70.90%425,019$374K

Detailed Returns

PeriodReturnETFCat. Avgvs Avg
1D
N/A
1W
N/A
1M
N/A
3M
N/A
6M
N/A
YTD
N/A
1Y
N/A
3Y
-6.75%
5Y
-17.62%

Moving Averages

20-Day MA

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50-Day MA

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200-Day MA

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Price with Moving Averages

Support & Resistance

52-Week High

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Current Price

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52-Week Low

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Current Yield

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Annual Dividend

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Frequency

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Last Ex-Date

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Dividends

No dividend data available for this ETF.

Category Comparison

MetricFFSGTechnology(1413 ETFs)Growth(175 ETFs)
Fund Info
Expense Ratio0.70%0.67%0.74%
AUM$41.6M$6.78B$868.1M
Dividend Yield2.83%11.43%
Avg VolumeN/A1.1M214.6K
Holdings720263
Performance
1-Month Return-2.11%-2.47%
6-Month Return+3.76%-1.44%
YTD Return+0.41%-2.17%
1-Year Return+20.06%+18.88%

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