RFLR

Innovator$29.90-0.16 (-0.53%)
AUM $75.3MER 0.89%NAV $30.11Holdings 851

Price Chart

Key Statistics

Previous Close

$30.06

Day Range

$29.87$29.96

52-Week Range

$23.76$30.18

Avg Volume

10.2K

Dividend Yield

Expense Ratio

0.89%

AUM

$75.3M

Shares Outstanding

879.0K

ETF Grades

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Sector Breakdown

SectorWeight %
Healthcare17.54%
Financial Services17.27%
Industrials14.68%
Technology13.88%
Consumer Cyclical10.25%
Energy6.89%
Real Estate6.83%
Basic Materials4.87%
Consumer Defensive3.18%
Utilities2.77%
Communication Services1.82%
Cash & Others0.02%

Country Allocation

CountryWeight %
United States94.01%
Other1.97%
Bermuda1.11%
Canada0.45%
United Kingdom0.42%
Ireland0.40%
Luxembourg0.26%
Monaco0.26%
Panama0.19%
Greece0.19%
Jersey0.13%
Singapore0.13%
Israel0.12%
Switzerland0.09%
Bahamas0.08%
Germany0.07%
China0.07%
Cayman Islands0.06%

Fund Information

Issuer
Innovator
Category
Healthcare
Inception Date
Sep 16, 2024
Exchange
NYSE_ARCA
Description
The fund will invest at least 80% of its net assets (including borrowings for investment purposes) in equity securities of U.S. small capitalization companies and option contracts that give economic exposure to equity securities of U.S. small capitalization companies. The fund is non-diversified.

Similar ETFs

SymbolNameAUM
IWMiShares Russell 2000 ETF$75.96B
XLVState Street Health Care Select Sector SPDR ETF$38.76B
VHTVanguard Health Care ETF$18.60B
VTWOVanguard Russell 2000 ETF$14.50B
IWOiShares Russell 2000 Growth ETF$13.72B

The Innovator U.S. Small Cap Managed Floor ETF (RFLR) is an exchange-traded fund issued by Innovator that launched on Sep 16, 2024. It currently manages $75.3M in assets under management. The fund charges an expense ratio of 0.89%. The fund holds 851 securities in its portfolio. It falls under the Healthcare category.

Top 10 holdings represent 5.2% of the fund

RankSymbolNameWeight %SharesMarket Value
1US BANK MMDA - USBGFS 9 09/01/20371.48%1,121,515$1.1M
2RUTW US 04/27/26 C27450.55%-92$-419980
3IWM US 03/31/27 P2220.55%703$419K
4IWM US 12/31/26 P2220.50%703$383K
5AAOIApplied Optoelectronics Inc0.38%1,766$286K
6VIAVViavi Solutions Inc0.37%5,914$282K
7PLPlanet Labs PBC0.35%7,600$269K
8SMSM Energy Co0.34%8,884$256K
9ACLSAxcelis Technologies Inc0.33%1,748$250K
10TERNTerns Pharmaceuticals Inc0.31%4,466$236K
11FORMFormFactor Inc0.31%1,516$235K
12CVLTCommvault Systems Inc0.29%2,345$220K
13LRNStride Inc0.28%2,182$214K
14FBPFirst BanCorp/Puerto Rico0.28%9,000$211K
15VICRVicor Corp0.27%756$207K
Page 1 of 18

Detailed Returns

PeriodReturnETF
1D
-0.53%
1W
-0.92%
1M
+4.58%
3M
+1.25%
6M
+5.78%
YTD
+4.56%
1Y
+25.84%
3Y
+19.02%
5Y
+19.02%

Moving Averages

20-Day MA

$29.81

Above 20-Day MA
50-Day MA

$29.45

Above 50-Day MA
200-Day MA

$28.31

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$30.18

Current Price

$29.90

52-Week Low

$23.76

$23.76$30.18

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

MetricRFLRHealthcare(212 ETFs)Small Cap(308 ETFs)
Fund Info
Expense Ratio0.89%0.61%0.57%
AUM$75.3M$1.20B$11.65B
Dividend Yield3.25%2.56%
Avg Volume10.2K339.2K1.1M
Holdings851181496
Performance
1-Month Return+4.56%+7.61%+9.49%
6-Month Return+5.36%+4.67%+8.31%
YTD Return+5.62%+1.95%+8.72%
1-Year Return+27.05%+27.17%+30.66%

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