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Per the picture below, click the “+” in the Details column next to any ticker and get Allocations % vs. Holdings Distribution breakdown, additional ETF details, and Ratings History from the Portfolios page.
Allocations % vs. Holdings Distribution (for ETFs)
Get the breakdown of an ETFs asset allocation and number of holdings by risk/reward rating.
Get key details on an ETF, such as issuer, index, inception date, top five holdings, total annual costs, and its exposure to stocks in each market cap.
Investment Recommendation Summary
Access our Investment Recommendation Summary, which includes our risk/reward assessment and rating details relative to our coverage universe.
Access an ETF’s overall risk/reward rating history.
Unlimited and Institutional members can access the above information directly on the Screeners and Ratings pages.
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This article originally published on September 4, 2019.
Disclosure: David Trainer, Sam McBride, and Kyle Guske II receive no compensation to write about any specific stock, sector, style, or theme.