IYF iShares U.S. Financials ETF
Permanent fund page ↗Sector · ETF
The analyst view of IYF's 143 holdings, rolled up into one implied target. How it works
Analyst window: Latest analyst report within last 1 year
Implied target from the holdings' analyst targets
Bull–bear spread 44.6 pts · 64 covered holdings
Last 1 year. 64 of 143 holdings have a target and a price; the table lists 99.88% of the fund. Low–high is each holding's lowest and highest target: its bear and bull case.
Prices as of 7 Nov 03:21 ET (live while streaming) · targets as of 6 Nov 19:06 ET. Same inputs as the fund estimate calculated 7 Nov 03:22 ET. Upside here compares each target with the holding's current price.
| Holding | Weight | Price | Avg target | Upside | Low – high | Report date | Buy / Hold / Sell | Status |
|---|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc Class B | 11.85% | 570.89 | 551.75 | −3.4% | 500.00 – 628.00 | 8 Aug 2026 | 2 / 4 / 0 | Covered |
| JPMJpmorgan Chase & Co | 11.29% | 334.49 | 367.14 | +9.8% | 310.00 – 425.00 | 29 Aug 2026 | 17 / 14 / 0 | Covered |
| BACBank of America | 4.20% | 49.42 | 62.78 | +27.0% | 55.00 – 72.00 | 12 Sep 2026 | 24 / 8 / 0 | Covered |
| GSGoldman Sachs Group | 3.76% | 865.82 | 1,072.00 | +23.8% | 875.00 – 1,300.00 | 9 Sep 2026 | 12 / 14 / 1 | Covered |
| WFCWells Fargo | 3.73% | 83.94 | 97.28 | +15.9% | 88.00 – 110.00 | 21 Aug 2026 | 20 / 10 / 0 | Covered |
| CCitigroup | 3.55% | 119.05 | 149.75 | +25.8% | 110.00 – 176.00 | 25 Aug 2026 | 20 / 4 / 0 | Covered |
| MSMorgan Stanley | 3.45% | 181.44 | 218.88 | +20.6% | 185.00 – 262.00 | 11 Sep 2026 | 14 / 15 / 1 | Covered |
| BLKBlackrock | 2.64% | 1,178.87 | 1,352.50 | +14.7% | 1,250.00 – 1,531.00 | 25 Sep 2026 | 19 / 2 / 0 | Covered |
| SCHWCharles Schwab | 2.61% | 91.49 | 118.05 | +29.0% | 95.00 – 147.00 | 29 Sep 2026 | 16 / 8 / 1 | Covered |
| PGRProgressive | 1.98% | 227.77 | 233.95 | +2.7% | 196.00 – 314.00 | 8 Sep 2026 | 10 / 16 / 1 | Covered |
| SPGIS&p Global | 1.91% | 467.80 | 520.64 | +11.3% | 450.00 – 640.00 | 12 Sep 2026 | 23 / 2 / 0 | Covered |
| CBChubb | 1.87% | 365.02 | 368.76 | +1.0% | 271.00 – 410.00 | 9 Sep 2026 | 11 / 14 / 1 | Covered |
| BNYBank of New York Mellon Corp | 1.60% | 147.72 | 165.97 | +12.4% | 139.00 – 182.00 | 30 Aug 2026 | 12 / 8 / 0 | Covered |
| CMECme Group Class A | 1.55% | 305.89 | 319.43 | +4.4% | 230.00 – 367.00 | 18 Sep 2026 | 10 / 9 / 2 | Covered |
| USBUS Bancorp | 1.47% | 59.45 | 68.63 | +15.4% | 60.00 – 76.00 | 30 Aug 2026 | 16 / 11 / 0 | Covered |
| PNCPnc Financial Services Group | 1.46% | 225.38 | 262.32 | +16.4% | 235.00 – 286.00 | 10 Sep 2026 | 19 / 9 / 0 | Covered |
| HOODRobinhood Markets Class A | 1.41% | 80.91 | 129.51 | +60.1% | 80.00 – 170.00 | 22 Sep 2026 | 31 / 4 / 1 | Covered |
| ICEIntercontinental Exchange Inc | 1.40% | 172.27 | 188.75 | +9.6% | 167.00 – 236.00 | 7 Sep 2026 | 14 / 3 / 1 | Covered |
| BXBlackstone | 1.36% | 119.50 | 142.70 | +19.4% | 118.00 – 189.00 | 26 Aug 2026 | 12 / 11 / 1 | Covered |
| MRSHMarsh | 1.35% | 204.82 | 206.05 | +0.6% | 178.00 – 234.00 | 13 Aug 2026 | 10 / 16 / 1 | Covered |
| TRVTravelers Companies | 1.21% | 395.20 | 374.81 | −5.2% | 297.00 – 460.00 | 23 Sep 2026 | 7 / 19 / 5 | Covered |
| MCOMoodys Corp | 1.11% | 505.67 | 552.67 | +9.3% | 480.00 – 600.00 | 21 Aug 2026 | 17 / 7 / 0 | Covered |
| KKRKkr and Co Inc | 1.02% | 96.48 | 121.87 | +26.3% | 97.00 – 166.00 | 8 Sep 2026 | 17 / 5 / 0 | Covered |
| AJGArthur J Gallagher | 0.95% | 281.61 | 291.22 | +3.4% | 255.00 – 388.00 | 19 Aug 2026 | 17 / 6 / 0 | Covered |
| AONAon PLC Class A | 0.94% | 334.81 | 358.44 | +7.1% | 257.00 – 435.00 | 22 Sep 2026 | 13 / 6 / 4 | Covered |
| ALLAllstate Corp | 0.93% | 254.81 | 271.42 | +6.5% | 215.00 – 340.00 | 5 Sep 2026 | 10 / 9 / 4 | Covered |
| TFCTruist Financial | 0.92% | 49.38 | 53.33 | +8.0% | 45.00 – 61.00 | 20 Aug 2026 | 7 / 14 / 2 | Covered |
| AFLAflac | 0.83% | 124.06 | 116.88 | −5.8% | 101.00 – 138.00 | 17 Aug 2026 | 2 / 12 / 4 | Covered |
| METMetlife | 0.83% | 98.27 | 109.40 | +11.3% | 100.00 – 118.00 | 31 Aug 2026 | 14 / 5 / 0 | Covered |
| APOApollo Global Management | 0.80% | 116.75 | 147.36 | +26.2% | 124.00 – 173.00 | 1 Sep 2026 | 15 / 8 / 0 | Covered |
| STTState Street | 0.76% | 165.56 | 194.39 | +17.4% | 144.00 – 230.00 | 30 Aug 2026 | 12 / 7 / 0 | Covered |
| FITBFifth Third Bancorp | 0.75% | 53.04 | 61.16 | +15.3% | 54.00 – 67.00 | 17 Aug 2026 | 21 / 4 / 0 | Covered |
| NUNu Holdings Class A | 0.72% | — | — | — | — | — | — | Outside research universe |
| AMPAmeriprise Finance Inc | 0.71% | 501.49 | 559.73 | +11.6% | 445.00 – 638.00 | 11 Sep 2026 | 4 / 8 / 2 | Covered |
| COINCoinbase Global Inc Class A | 0.67% | 134.76 | 217.03 | +61.0% | 120.00 – 340.00 | 29 Aug 2026 | 23 / 16 / 3 | Covered |
| NDAQNasdaq Inc | 0.66% | 107.12 | 115.16 | +7.5% | 90.00 – 132.00 | 13 Sep 2026 | 19 / 4 / 0 | Covered |
| AIGAmerican International Group | 0.65% | 77.75 | 87.62 | +12.7% | 79.00 – 101.00 | 16 Jul 2026 | 8 / 14 / 0 | Covered |
| PRUPrudential Financial Inc | 0.65% | 119.24 | 109.94 | −7.8% | 98.00 – 124.00 | 1 Oct 2026 | 1 / 13 / 7 | Covered |
| MSCIMsci | 0.62% | 641.01 | 687.61 | +7.3% | 593.00 – 805.00 | 21 Sep 2026 | 13 / 2 / 0 | Covered |
| IBKRInteractive Brokers Group Inc Clas | 0.61% | 75.82 | 104.40 | +37.7% | 94.50 – 117.00 | 28 Sep 2026 | 13 / 4 / 0 | Covered |
| HIGHartford Insurance Group | 0.54% | 133.99 | 147.14 | +9.8% | 135.00 – 163.00 | 19 Aug 2026 | 10 / 15 / 0 | Covered |
| MTBM&t Bank | 0.52% | 217.75 | 245.80 | +12.9% | 198.00 – 294.00 | 30 Aug 2026 | 7 / 16 / 2 | Covered |
| ACGLArch Capital Group | 0.50% | 107.28 | 110.58 | +3.1% | 95.00 – 131.00 | 22 Aug 2026 | 9 / 11 / 2 | Covered |
| HBANHuntington Bancshares Inc | 0.50% | 15.47 | 18.49 | +19.5% | 12.75 – 21.00 | 5 Sep 2026 | 14 / 7 / 1 | Covered |
| NTRSNorthern Trust | 0.50% | 172.76 | 184.39 | +6.7% | 170.00 – 194.00 | 27 Sep 2026 | 1 / 11 / 2 | Covered |
| CBOECboe Global Markets | 0.47% | 353.27 | 323.91 | −8.3% | 299.00 – 358.00 | 22 Aug 2026 | 5 / 12 / 1 | Covered |
| RJFRaymond James | 0.45% | 162.81 | 178.93 | +9.9% | 145.00 – 205.00 | 30 Aug 2026 | 6 / 13 / 0 | Covered |
| CFGCitizens Financial Group Inc | 0.44% | 63.24 | 76.60 | +21.1% | 65.00 – 90.00 | 20 Aug 2026 | 17 / 5 / 0 | Covered |
| WTWWillis Towers Watson | 0.44% | 328.86 | 364.17 | +10.7% | 310.00 – 455.00 | 25 Aug 2026 | 15 / 8 / 0 | Covered |
| CINFCincinnati Financial | 0.40% | 185.48 | 191.60 | +3.3% | 171.00 – 200.00 | 7 Aug 2026 | 2 / 6 / 0 | Covered |
| LPLALpl Financial Holdings | 0.40% | — | — | — | — | — | — | Outside research universe |
| PFGPrincipal Financial Group Inc | 0.39% | 110.91 | 109.64 | −1.1% | 86.00 – 125.00 | 11 Sep 2026 | 2 / 12 / 3 | Covered |
| ARESAres Management Class A | 0.37% | 133.98 | 151.21 | +12.9% | 130.00 – 205.00 | 14 Sep 2026 | 15 / 6 / 0 | Covered |
| RFRegions Financial | 0.37% | 28.31 | 31.26 | +10.4% | 28.00 – 35.00 | 14 Sep 2026 | 6 / 15 / 3 | Covered |
| TROWT Rowe Price Group | 0.36% | 108.41 | 104.46 | −3.6% | 86.00 – 113.00 | 11 Sep 2026 | 0 / 9 / 4 | Covered |
| MKLMarkel Group | 0.35% | — | — | — | — | — | — | Outside research universe |
| SOFISofi Technologies | 0.32% | — | — | — | — | — | — | Outside research universe |
| BRBroadridge Financial Solutions Inc | 0.30% | 190.40 | 208.25 | +9.4% | 171.00 – 240.00 | 8 Jul 2026 | 4 / 5 / 0 | Covered |
| KEYKeycorp | 0.30% | 20.85 | 44.74 | +114.6% | 21.50 – 415.00 | 13 Aug 2026 | 12 / 9 / 0 | Covered |
| BROBrown & Brown Inc | 0.29% | 72.12 | 74.79 | +3.7% | 55.00 – 88.00 | 21 Sep 2026 | 7 / 16 / 1 | Covered |
| LLoews | 0.29% | 109.71 | — | — | — | — | — | No current target |
| EWBCEast West Bancorp | 0.28% | — | — | — | — | — | — | Outside research universe |
| BAMBrookfield Asset Management Voting | 0.27% | — | — | — | — | — | — | Outside research universe |
| FCNCAFirst Citizens Bancshares Class A | 0.27% | — | — | — | — | — | — | Outside research universe |
| RGAReinsurance Group of America | 0.26% | — | — | — | — | — | — | Outside research universe |
| CRCLCircle Internet Group Inc Class A | 0.24% | — | — | — | — | — | — | Outside research universe |
| WRBWr Berkley | 0.24% | 75.23 | 68.39 | −9.1% | 51.00 – 83.00 | 7 Aug 2026 | 2 / 12 / 8 | Covered |
| EGEverest Group | 0.23% | 411.11 | 429.33 | +4.4% | 368.00 – 484.00 | 17 Sep 2026 | 7 / 11 / 0 | Covered |
| EQHEquitable Holdings | 0.23% | — | — | — | — | — | — | Outside research universe |
| NLYAnnaly Capital Management Reit | 0.23% | — | — | — | — | — | — | Outside research universe |
| PNFPPinnacle Financial Partners | 0.23% | — | — | — | — | — | — | Outside research universe |
| UNMUnum | 0.23% | — | — | — | — | — | — | Outside research universe |
| AIZAssurant Inc | 0.21% | 307.00 | 324.33 | +5.6% | 300.00 – 355.00 | 16 Aug 2026 | 10 / 1 / 0 | Covered |
| GLGlobe Life | 0.21% | 157.18 | 185.25 | +17.9% | 155.00 – 215.00 | 5 Sep 2026 | 11 / 6 / 0 | Covered |
| RNRRenaissancere Holding | 0.21% | — | — | — | — | — | — | Outside research universe |
| FICOFair Isaac | 0.20% | 704.55 | 963.89 | +36.8% | 580.00 – 1,450.00 | 6 Oct 2026 | 7 / 7 / 4 | Covered |
| TWTradeweb Markets Inc Class A | 0.19% | — | — | — | — | — | — | Outside research universe |
| FHNFirst Horizon | 0.18% | — | — | — | — | — | — | Outside research universe |
| IVZInvesco Ltd | 0.18% | 27.08 | 34.25 | +26.5% | 29.50 – 41.00 | 30 Aug 2026 | 6 / 9 / 0 | Covered |
| RKTRocket Companies Inc Class A | 0.18% | — | — | — | — | — | — | Outside research universe |
| AGNCAgnc Investment Reit | 0.17% | — | — | — | — | — | — | Outside research universe |
| ALLYAlly Financial Inc | 0.17% | — | — | — | — | — | — | Outside research universe |
| CGCarlyle Group Inc | 0.17% | — | — | — | — | — | — | Outside research universe |
| SEICSei Investments | 0.17% | — | — | — | — | — | — | Outside research universe |
| SFStifel Financial | 0.17% | — | — | — | — | — | — | Outside research universe |
| BPOPPopular | 0.16% | — | — | — | — | — | — | Outside research universe |
| EVREvercore Class A | 0.16% | — | — | — | — | — | — | Outside research universe |
| FDSFactset Research Systems | 0.16% | 327.89 | 293.64 | −10.4% | 210.00 – 393.00 | 1 Aug 2026 | 5 / 10 / 6 | Covered |
| SSBSouthstate Bank Corp | 0.16% | — | — | — | — | — | — | Outside research universe |
| AFGAmerican Financial Group | 0.15% | — | — | — | — | — | — | Outside research universe |
| AMGAffiliated Managers Group | 0.15% | — | — | — | — | — | — | Outside research universe |
| CFRCullen Frost Bankers | 0.15% | — | — | — | — | — | — | Outside research universe |
| FNFFidelity National Financial Inc | 0.15% | — | — | — | — | — | — | Outside research universe |
| WTFCWintrust Financial | 0.15% | — | — | — | — | — | — | Outside research universe |
| ZIONZions Bancorporation | 0.15% | — | — | — | — | — | — | Outside research universe |
| BENFranklin Templeton | 0.14% | 33.73 | 36.00 | +6.7% | 31.00 – 40.00 | 25 Aug 2026 | 4 / 5 / 2 | Covered |
| CRBGCorebridge Financial Inc | 0.14% | — | — | — | — | — | — | Outside research universe |
| ORIOld Republic International | 0.14% | — | — | — | — | — | — | Outside research universe |
| PRIPrimerica | 0.14% | — | — | — | — | — | — | Outside research universe |
| VOYAVoya Financial | 0.14% | — | — | — | — | — | — | Outside research universe |
| XPXp Class A Inc | 0.14% | — | — | — | — | — | — | Outside research universe |
| COLBColumbia Banking System Inc | 0.13% | — | — | — | — | — | — | Outside research universe |
| PBProsperity Bancshares | 0.13% | — | — | — | — | — | — | Outside research universe |
| WALWestern Alliance | 0.13% | — | — | — | — | — | — | Outside research universe |
| CBSHCommerce Bancshares | 0.12% | — | — | — | — | — | — | Outside research universe |
| THGHanover Insurance Group | 0.12% | — | — | — | — | — | — | Outside research universe |
| AXSAxis Capital Holdings | 0.11% | — | — | — | — | — | — | Outside research universe |
| CHYMChime Financial Class A | 0.11% | — | — | — | — | — | — | Outside research universe |
| HLIHoulihan Lokey Class A | 0.11% | — | — | — | — | — | — | Outside research universe |
| KNSLKinsale Capital Group Inc | 0.11% | — | — | — | — | — | — | Outside research universe |
| TPGTpg Inc Class A | 0.11% | — | — | — | — | — | — | Outside research universe |
| FAFFirst American Financial Corp | 0.10% | — | — | — | — | — | — | Outside research universe |
| FNBFnb Corp | 0.10% | — | — | — | — | — | — | Outside research universe |
| JEFJefferies Financial Group Inc | 0.10% | — | — | — | — | — | — | Outside research universe |
| OMFOnemain Holdings | 0.10% | — | — | — | — | — | — | Outside research universe |
| OWLBlue Owl Capital Class A | 0.10% | — | — | — | — | — | — | Outside research universe |
| MKTXMarketaxess Holdings | 0.09% | — | — | — | — | — | — | Outside research universe |
| LNCLincoln National Corp | 0.08% | — | — | — | — | — | — | Outside research universe |
| MTGMgic Investment | 0.08% | — | — | — | — | — | — | Outside research universe |
| RITMRithm Capital | 0.08% | — | — | — | — | — | — | Outside research universe |
| STWDStarwood Property Trust Reit Inc | 0.08% | — | — | — | — | — | — | Outside research universe |
| VIRTVirtu Financial Inc Class A | 0.08% | — | — | — | — | — | — | Outside research universe |
| WTMWhite Mountains Insurance Group | 0.08% | — | — | — | — | — | — | Outside research universe |
| GLXYGalaxy Digital Inc Class A | 0.07% | — | — | — | — | — | — | Outside research universe |
| OZKBank Ozk | 0.07% | — | — | — | — | — | — | Outside research universe |
| RLIRli Corp | 0.07% | — | — | — | — | — | — | Outside research universe |
| SLMSlm Corp | 0.07% | — | — | — | — | — | — | Outside research universe |
| HLNEHamilton Lane Class A | 0.06% | — | — | — | — | — | — | Outside research universe |
| MORNMorningstar | 0.06% | — | — | — | — | — | — | Outside research universe |
| RYANRyan Specialty Holdings Class A | 0.06% | — | — | — | — | — | — | Outside research universe |
| AGOAssured Guaranty Ltd | 0.05% | — | — | — | — | — | — | Outside research universe |
| BHFBrighthouse Financial | 0.05% | — | — | — | — | — | — | Outside research universe |
| FHBFirst Hawaiian | 0.05% | — | — | — | — | — | — | Outside research universe |
| FRHCFreedom Holding Corp | 0.05% | — | — | — | — | — | — | Outside research universe |
| LAZLazard | 0.05% | — | — | — | — | — | — | Outside research universe |
| BOKFBok Financial Corp | 0.04% | — | — | — | — | — | — | Outside research universe |
| CACCCredit Acceptance Corp | 0.03% | — | — | — | — | — | — | Outside research universe |
| CBCCentral Bancompany Class A | 0.02% | — | — | — | — | — | — | Outside research universe |
| BLSHBullish | 0.01% | — | — | — | — | — | — | Outside research universe |
| CNACna Financial Corp | 0.01% | — | — | — | — | — | — | Outside research universe |
| TFSLTfs Financial Corp | 0.01% | — | — | — | — | — | — | Outside research universe |
| USDUsd Cash | 0.01% | 53.83 | — | — | — | — | — | No current target |
| UWMCUwm Holdings Class A | 0.01% | — | — | — | — | — | — | Outside research universe |
- BRK.BBerkshire Hathaway Inc Class B11.85%Price 570.89 · target 551.75 −3.4%2 / 4 / 0Low–high 500.00 – 628.00Covered
- JPMJpmorgan Chase & Co11.29%Price 334.49 · target 367.14 +9.8%17 / 14 / 0Low–high 310.00 – 425.00Covered
- BACBank of America4.20%Price 49.42 · target 62.78 +27.0%24 / 8 / 0Low–high 55.00 – 72.00Covered
- GSGoldman Sachs Group3.76%Price 865.82 · target 1,072.00 +23.8%12 / 14 / 1Low–high 875.00 – 1,300.00Covered
- WFCWells Fargo3.73%Price 83.94 · target 97.28 +15.9%20 / 10 / 0Low–high 88.00 – 110.00Covered
- CCitigroup3.55%Price 119.05 · target 149.75 +25.8%20 / 4 / 0Low–high 110.00 – 176.00Covered
- MSMorgan Stanley3.45%Price 181.44 · target 218.88 +20.6%14 / 15 / 1Low–high 185.00 – 262.00Covered
- BLKBlackrock2.64%Price 1,178.87 · target 1,352.50 +14.7%19 / 2 / 0Low–high 1,250.00 – 1,531.00Covered
- SCHWCharles Schwab2.61%Price 91.49 · target 118.05 +29.0%16 / 8 / 1Low–high 95.00 – 147.00Covered
- PGRProgressive1.98%Price 227.77 · target 233.95 +2.7%10 / 16 / 1Low–high 196.00 – 314.00Covered
- SPGIS&p Global1.91%Price 467.80 · target 520.64 +11.3%23 / 2 / 0Low–high 450.00 – 640.00Covered
- CBChubb1.87%Price 365.02 · target 368.76 +1.0%11 / 14 / 1Low–high 271.00 – 410.00Covered
- BNYBank of New York Mellon Corp1.60%Price 147.72 · target 165.97 +12.4%12 / 8 / 0Low–high 139.00 – 182.00Covered
- CMECme Group Class A1.55%Price 305.89 · target 319.43 +4.4%10 / 9 / 2Low–high 230.00 – 367.00Covered
- USBUS Bancorp1.47%Price 59.45 · target 68.63 +15.4%16 / 11 / 0Low–high 60.00 – 76.00Covered
- PNCPnc Financial Services Group1.46%Price 225.38 · target 262.32 +16.4%19 / 9 / 0Low–high 235.00 – 286.00Covered
- HOODRobinhood Markets Class A1.41%Price 80.91 · target 129.51 +60.1%31 / 4 / 1Low–high 80.00 – 170.00Covered
- ICEIntercontinental Exchange Inc1.40%Price 172.27 · target 188.75 +9.6%14 / 3 / 1Low–high 167.00 – 236.00Covered
- BXBlackstone1.36%Price 119.50 · target 142.70 +19.4%12 / 11 / 1Low–high 118.00 – 189.00Covered
- MRSHMarsh1.35%Price 204.82 · target 206.05 +0.6%10 / 16 / 1Low–high 178.00 – 234.00Covered
- TRVTravelers Companies1.21%Price 395.20 · target 374.81 −5.2%7 / 19 / 5Low–high 297.00 – 460.00Covered
- MCOMoodys Corp1.11%Price 505.67 · target 552.67 +9.3%17 / 7 / 0Low–high 480.00 – 600.00Covered
- KKRKkr and Co Inc1.02%Price 96.48 · target 121.87 +26.3%17 / 5 / 0Low–high 97.00 – 166.00Covered
- AJGArthur J Gallagher0.95%Price 281.61 · target 291.22 +3.4%17 / 6 / 0Low–high 255.00 – 388.00Covered
- AONAon PLC Class A0.94%Price 334.81 · target 358.44 +7.1%13 / 6 / 4Low–high 257.00 – 435.00Covered
- ALLAllstate Corp0.93%Price 254.81 · target 271.42 +6.5%10 / 9 / 4Low–high 215.00 – 340.00Covered
- TFCTruist Financial0.92%Price 49.38 · target 53.33 +8.0%7 / 14 / 2Low–high 45.00 – 61.00Covered
- AFLAflac0.83%Price 124.06 · target 116.88 −5.8%2 / 12 / 4Low–high 101.00 – 138.00Covered
- METMetlife0.83%Price 98.27 · target 109.40 +11.3%14 / 5 / 0Low–high 100.00 – 118.00Covered
- APOApollo Global Management0.80%Price 116.75 · target 147.36 +26.2%15 / 8 / 0Low–high 124.00 – 173.00Covered
- STTState Street0.76%Price 165.56 · target 194.39 +17.4%12 / 7 / 0Low–high 144.00 – 230.00Covered
- FITBFifth Third Bancorp0.75%Price 53.04 · target 61.16 +15.3%21 / 4 / 0Low–high 54.00 – 67.00Covered
- NUNu Holdings Class A0.72%Price — · target ——Low–high —Outside research universe
- AMPAmeriprise Finance Inc0.71%Price 501.49 · target 559.73 +11.6%4 / 8 / 2Low–high 445.00 – 638.00Covered
- COINCoinbase Global Inc Class A0.67%Price 134.76 · target 217.03 +61.0%23 / 16 / 3Low–high 120.00 – 340.00Covered
- NDAQNasdaq Inc0.66%Price 107.12 · target 115.16 +7.5%19 / 4 / 0Low–high 90.00 – 132.00Covered
- AIGAmerican International Group0.65%Price 77.75 · target 87.62 +12.7%8 / 14 / 0Low–high 79.00 – 101.00Covered
- PRUPrudential Financial Inc0.65%Price 119.24 · target 109.94 −7.8%1 / 13 / 7Low–high 98.00 – 124.00Covered
- MSCIMsci0.62%Price 641.01 · target 687.61 +7.3%13 / 2 / 0Low–high 593.00 – 805.00Covered
- IBKRInteractive Brokers Group Inc Clas0.61%Price 75.82 · target 104.40 +37.7%13 / 4 / 0Low–high 94.50 – 117.00Covered
- HIGHartford Insurance Group0.54%Price 133.99 · target 147.14 +9.8%10 / 15 / 0Low–high 135.00 – 163.00Covered
- MTBM&t Bank0.52%Price 217.75 · target 245.80 +12.9%7 / 16 / 2Low–high 198.00 – 294.00Covered
- ACGLArch Capital Group0.50%Price 107.28 · target 110.58 +3.1%9 / 11 / 2Low–high 95.00 – 131.00Covered
- HBANHuntington Bancshares Inc0.50%Price 15.47 · target 18.49 +19.5%14 / 7 / 1Low–high 12.75 – 21.00Covered
- NTRSNorthern Trust0.50%Price 172.76 · target 184.39 +6.7%1 / 11 / 2Low–high 170.00 – 194.00Covered
- CBOECboe Global Markets0.47%Price 353.27 · target 323.91 −8.3%5 / 12 / 1Low–high 299.00 – 358.00Covered
- RJFRaymond James0.45%Price 162.81 · target 178.93 +9.9%6 / 13 / 0Low–high 145.00 – 205.00Covered
- CFGCitizens Financial Group Inc0.44%Price 63.24 · target 76.60 +21.1%17 / 5 / 0Low–high 65.00 – 90.00Covered
- WTWWillis Towers Watson0.44%Price 328.86 · target 364.17 +10.7%15 / 8 / 0Low–high 310.00 – 455.00Covered
- CINFCincinnati Financial0.40%Price 185.48 · target 191.60 +3.3%2 / 6 / 0Low–high 171.00 – 200.00Covered
- LPLALpl Financial Holdings0.40%Price — · target ——Low–high —Outside research universe
- PFGPrincipal Financial Group Inc0.39%Price 110.91 · target 109.64 −1.1%2 / 12 / 3Low–high 86.00 – 125.00Covered
- ARESAres Management Class A0.37%Price 133.98 · target 151.21 +12.9%15 / 6 / 0Low–high 130.00 – 205.00Covered
- RFRegions Financial0.37%Price 28.31 · target 31.26 +10.4%6 / 15 / 3Low–high 28.00 – 35.00Covered
- TROWT Rowe Price Group0.36%Price 108.41 · target 104.46 −3.6%0 / 9 / 4Low–high 86.00 – 113.00Covered
- MKLMarkel Group0.35%Price — · target ——Low–high —Outside research universe
- SOFISofi Technologies0.32%Price — · target ——Low–high —Outside research universe
- BRBroadridge Financial Solutions Inc0.30%Price 190.40 · target 208.25 +9.4%4 / 5 / 0Low–high 171.00 – 240.00Covered
- KEYKeycorp0.30%Price 20.85 · target 44.74 +114.6%12 / 9 / 0Low–high 21.50 – 415.00Covered
- BROBrown & Brown Inc0.29%Price 72.12 · target 74.79 +3.7%7 / 16 / 1Low–high 55.00 – 88.00Covered
- LLoews0.29%Price 109.71 · target ——Low–high —No current target
- EWBCEast West Bancorp0.28%Price — · target ——Low–high —Outside research universe
- BAMBrookfield Asset Management Voting0.27%Price — · target ——Low–high —Outside research universe
- FCNCAFirst Citizens Bancshares Class A0.27%Price — · target ——Low–high —Outside research universe
- RGAReinsurance Group of America0.26%Price — · target ——Low–high —Outside research universe
- CRCLCircle Internet Group Inc Class A0.24%Price — · target ——Low–high —Outside research universe
- WRBWr Berkley0.24%Price 75.23 · target 68.39 −9.1%2 / 12 / 8Low–high 51.00 – 83.00Covered
- EGEverest Group0.23%Price 411.11 · target 429.33 +4.4%7 / 11 / 0Low–high 368.00 – 484.00Covered
- EQHEquitable Holdings0.23%Price — · target ——Low–high —Outside research universe
- NLYAnnaly Capital Management Reit0.23%Price — · target ——Low–high —Outside research universe
- PNFPPinnacle Financial Partners0.23%Price — · target ——Low–high —Outside research universe
- UNMUnum0.23%Price — · target ——Low–high —Outside research universe
- AIZAssurant Inc0.21%Price 307.00 · target 324.33 +5.6%10 / 1 / 0Low–high 300.00 – 355.00Covered
- GLGlobe Life0.21%Price 157.18 · target 185.25 +17.9%11 / 6 / 0Low–high 155.00 – 215.00Covered
- RNRRenaissancere Holding0.21%Price — · target ——Low–high —Outside research universe
- FICOFair Isaac0.20%Price 704.55 · target 963.89 +36.8%7 / 7 / 4Low–high 580.00 – 1,450.00Covered
- TWTradeweb Markets Inc Class A0.19%Price — · target ——Low–high —Outside research universe
- FHNFirst Horizon0.18%Price — · target ——Low–high —Outside research universe
- IVZInvesco Ltd0.18%Price 27.08 · target 34.25 +26.5%6 / 9 / 0Low–high 29.50 – 41.00Covered
- RKTRocket Companies Inc Class A0.18%Price — · target ——Low–high —Outside research universe
- AGNCAgnc Investment Reit0.17%Price — · target ——Low–high —Outside research universe
- ALLYAlly Financial Inc0.17%Price — · target ——Low–high —Outside research universe
- CGCarlyle Group Inc0.17%Price — · target ——Low–high —Outside research universe
- SEICSei Investments0.17%Price — · target ——Low–high —Outside research universe
- SFStifel Financial0.17%Price — · target ——Low–high —Outside research universe
- BPOPPopular0.16%Price — · target ——Low–high —Outside research universe
- EVREvercore Class A0.16%Price — · target ——Low–high —Outside research universe
- FDSFactset Research Systems0.16%Price 327.89 · target 293.64 −10.4%5 / 10 / 6Low–high 210.00 – 393.00Covered
- SSBSouthstate Bank Corp0.16%Price — · target ——Low–high —Outside research universe
- AFGAmerican Financial Group0.15%Price — · target ——Low–high —Outside research universe
- AMGAffiliated Managers Group0.15%Price — · target ——Low–high —Outside research universe
- CFRCullen Frost Bankers0.15%Price — · target ——Low–high —Outside research universe
- FNFFidelity National Financial Inc0.15%Price — · target ——Low–high —Outside research universe
- WTFCWintrust Financial0.15%Price — · target ——Low–high —Outside research universe
- ZIONZions Bancorporation0.15%Price — · target ——Low–high —Outside research universe
- BENFranklin Templeton0.14%Price 33.73 · target 36.00 +6.7%4 / 5 / 2Low–high 31.00 – 40.00Covered
- CRBGCorebridge Financial Inc0.14%Price — · target ——Low–high —Outside research universe
- ORIOld Republic International0.14%Price — · target ——Low–high —Outside research universe
- PRIPrimerica0.14%Price — · target ——Low–high —Outside research universe
- VOYAVoya Financial0.14%Price — · target ——Low–high —Outside research universe
- XPXp Class A Inc0.14%Price — · target ——Low–high —Outside research universe
- COLBColumbia Banking System Inc0.13%Price — · target ——Low–high —Outside research universe
- PBProsperity Bancshares0.13%Price — · target ——Low–high —Outside research universe
- WALWestern Alliance0.13%Price — · target ——Low–high —Outside research universe
- CBSHCommerce Bancshares0.12%Price — · target ——Low–high —Outside research universe
- THGHanover Insurance Group0.12%Price — · target ——Low–high —Outside research universe
- AXSAxis Capital Holdings0.11%Price — · target ——Low–high —Outside research universe
- CHYMChime Financial Class A0.11%Price — · target ——Low–high —Outside research universe
- HLIHoulihan Lokey Class A0.11%Price — · target ——Low–high —Outside research universe
- KNSLKinsale Capital Group Inc0.11%Price — · target ——Low–high —Outside research universe
- TPGTpg Inc Class A0.11%Price — · target ——Low–high —Outside research universe
- FAFFirst American Financial Corp0.10%Price — · target ——Low–high —Outside research universe
- FNBFnb Corp0.10%Price — · target ——Low–high —Outside research universe
- JEFJefferies Financial Group Inc0.10%Price — · target ——Low–high —Outside research universe
- OMFOnemain Holdings0.10%Price — · target ——Low–high —Outside research universe
- OWLBlue Owl Capital Class A0.10%Price — · target ——Low–high —Outside research universe
- MKTXMarketaxess Holdings0.09%Price — · target ——Low–high —Outside research universe
- LNCLincoln National Corp0.08%Price — · target ——Low–high —Outside research universe
- MTGMgic Investment0.08%Price — · target ——Low–high —Outside research universe
- RITMRithm Capital0.08%Price — · target ——Low–high —Outside research universe
- STWDStarwood Property Trust Reit Inc0.08%Price — · target ——Low–high —Outside research universe
- VIRTVirtu Financial Inc Class A0.08%Price — · target ——Low–high —Outside research universe
- WTMWhite Mountains Insurance Group0.08%Price — · target ——Low–high —Outside research universe
- GLXYGalaxy Digital Inc Class A0.07%Price — · target ——Low–high —Outside research universe
- OZKBank Ozk0.07%Price — · target ——Low–high —Outside research universe
- RLIRli Corp0.07%Price — · target ——Low–high —Outside research universe
- SLMSlm Corp0.07%Price — · target ——Low–high —Outside research universe
- HLNEHamilton Lane Class A0.06%Price — · target ——Low–high —Outside research universe
- MORNMorningstar0.06%Price — · target ——Low–high —Outside research universe
- RYANRyan Specialty Holdings Class A0.06%Price — · target ——Low–high —Outside research universe
- AGOAssured Guaranty Ltd0.05%Price — · target ——Low–high —Outside research universe
- BHFBrighthouse Financial0.05%Price — · target ——Low–high —Outside research universe
- FHBFirst Hawaiian0.05%Price — · target ——Low–high —Outside research universe
- FRHCFreedom Holding Corp0.05%Price — · target ——Low–high —Outside research universe
- LAZLazard0.05%Price — · target ——Low–high —Outside research universe
- BOKFBok Financial Corp0.04%Price — · target ——Low–high —Outside research universe
- CACCCredit Acceptance Corp0.03%Price — · target ——Low–high —Outside research universe
- CBCCentral Bancompany Class A0.02%Price — · target ——Low–high —Outside research universe
- BLSHBullish0.01%Price — · target ——Low–high —Outside research universe
- CNACna Financial Corp0.01%Price — · target ——Low–high —Outside research universe
- TFSLTfs Financial Corp0.01%Price — · target ——Low–high —Outside research universe
- USDUsd Cash0.01%Price 53.83 · target ——Low–high —No current target
- UWMCUwm Holdings Class A0.01%Price — · target ——Low–high —Outside research universe
Holdings fetched 06 Nov 2026 · refreshed weekly · weights as published for the fund. Prices delayed about 15 minutes outside the live stream. A summary of analyst opinion, not investment advice.