FORMULA FOLIOS HEDGED GROWTH ETF
FORMULA FOLIOS HEDGED GROWTH ETF
ETF · US66538H6743 (BATS)
Overview
No Price
n/a

Performance

Day Week Month 3 Months 6 Months 1 Year 5 Years
- - - - - - -
Asset Allocation
AssetPercentage %
Stock US112,02 %
Stock non-US0,89 %
Bond0,00 %
NotClassified0,00 %
Other0,00 %
Cash-12,91 %
Largest Positions
SymbolISINNamePercentage %
XLPConsumer Staples Select Sector SPDR Fund 25,06 %
IJHiShares Trust - iShares Core S&P Mid-Cap ETF 23,88 %
IJRiShares Core S&P Small-Cap ETF 23,54 %
IVViShares Core S&P 500 ETF 12,05 %
SSOProShares Ultra S&P500 4,99 %
MVVProShares Ultra MidCap400 4,70 %
UWMProShares Ultra Russell2000 4,48 %
Region Distribution
RegionPercentage %
North America99,22 %
United Kingdom0,26 %
Asia Emerging0,24 %
Latin America0,17 %
Europe Developed0,10 %
Asia Developed0,01 %
Africa/Middle East0,001 %
Australasia0,00 %
Europe Emerging0,00 %
Japan0,00 %
Sector Distribution
SectorPercentage %
Basiskonsumgüter29,28 %
Technologie12,31 %
Industrieunternehmen11,54 %
Finanzdienstleistungen11,34 %
Verbrauchsgüter9,87 %
Gesundheitswesen9,31 %
Immobilien5,93 %
Grundstoffe3,42 %
Telekommunikation3,06 %
Energie2,13 %
Fund Master Data
Issuer FormulaFolioFunds
Asset Class ETF
Name Northern Lights Fund Trust IV - FormulaFolios Hedged Growth ETF
Fund Currency USD
Category Long-Short Equity
fund.
Morningstar Rating 3
Fund Key Figures
Fund Size 49.744,60 EUR
Investment Strategy
The investment seeks to provide capital growth. The fund seeks to achieve its investment objective by investing primarily in domestic equity securities of any market capitalization and U.S. Treasuries through other unaffiliated ETFs (including leveraged ETFs and inverse ETFs). The adviser allocates the fund's assets equally between two proprietary investment models. The adviser's first investment model identifies trends in the equity markets. The adviser's second investment model uses two sub-strategies.

Company Data

Name FORMULA FOLIOS HEDGED GROWTH ETF
Primary Exchange BATS BATS
ISIN US66538H6743
Asset Class ETF
Currency USD

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