Broker-DealersIAI Outperforming S&P Financials ETF (XLF) - but IAI vs. SPY is still a ways away from being interpreted as bullish IMO
Key stats
About iShares U.S. Broker-Dealers & Securities Exchanges ETF
Home page
Inception date
May 1, 2006
Structure
Open-Ended Fund
Replication method
Physical
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
BlackRock Fund Advisors
Distributor
BlackRock Investments LLC
IAI delivers a tight focus on one subset of the financial industry, only capturing US broker-dealers while excluding other sectors like banks and other financial institutions. The fund bypasses investment management firms as it focuses squarely on broker-dealers and trading firms. While its selection universe is smaller than our benchmark, the fund avoids fancy methodology and simply weights the portfolio by market-cap. A concentrated fund to begin with well over half of IAI's assets are held in its top holdings. The fund uses a sampling method and caps each company to 22.5%, while the aggregate weight of companies with greater than 4.5% are capped at 45% of the funds value. The fund undergoes quarterly rebalancing.
Classification
What's in the fund
Exposure type
Finance
Commercial Services
Stock breakdown by region
Broker-Dealers & Exchanges at an Inflection Point $IAIThis is one of the chart levels on our bull market checklist for premium subscribers. If B/D's & Exchanges remain below 57, we can't be long the space. This has been the strongest industry within Financials. If they lose leadership, look out below $XLF $IAI
iShares U.S. Broker-Dealers as a market barometeriShares U.S. Broker-Dealers as a market barometer ... looking for divergence between iai etf and spx index
This "market makers" ETF is very promisingiShares U.S. Broker-Dealers & Securities Exchanges ETF is about 10.7% GS, 9.9% MS and 8.8% SCHW -- I like it!
As you know the last years have been difficult for financials. But now inflation is rising and all of that stuff is going up. The underlyings discounted that already but I think we're up fo
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Summarizing what the indicators are suggesting.
Oscillators
Neutral
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Oscillators
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Summary
Neutral
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Neutral
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Summary
Neutral
SellBuy
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Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.