UPGD Price Forecast & ETF Analysis. Dividend · Expense Ratio · Holdings · NAV · RSI · MACD | US Stocks Today
Full metrics table
| Category | US Equities - Quant Strat | Expense | 0.4% | Return% 1Y | 13.94% | Total Holdings | 51 | Perf Week | 1.01% | Volume | 286 |
| Asset Type | Equities (Stocks) | AUM | $112M | Return% 3Y | 17.63% | NAV | $83.78 | Perf Month | 4.3% | Avg Volume | 0.00M |
| ETF Type | US Equities | Dividend TTM | $1.29 (1.54%) | Return% 5Y | 7.22% | 52W High | -0.93% | Perf Quarter | 1.06% | Rel Volume | 0.08 |
| Active/Passive | Passive | Div Gr. 3/5Y | 48.98% 55.33% | Return% 10Y | 9.83% | 52W Low | 18.47% | Perf Half Y | 9.74% | Prev Close | $83.71 |
| IPO | 2006/5/19 | Flows% 1M | -7.35% | Return% SI | 7.98% | RSI (14) | 63.04 | Perf YTD | 13.45% | Price | $83.94 |
| Beta | 0.95 | Flows% 3M | -7% | Flows% YTD | -6.89% | Flows% 1Y | -9.07% | Perf Year | 11.72% | Volatility(W/M) | 0.47% 0.5% |
| SMA20 | 2.31% | SMA50 | 2.29% | SMA200 | 5.48% | ATR | 0.6 | ||||
The Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) is an exchange-traded fund that is based on the Bloomberg ANR Improvers index. The fund tracks an equal-weighted index of large-and mid-cap US stocks that are identified to have the most improved consensus ratings based on analyst recommendations. UPGD was launched on May 19, 2006 and is issued by Invesco.
The top 10 make up 26% of the fund
Spread evenly across many holdings.
NTAP NetApp, Inc. 2.88% 3 
EXPE Expedia Group, Inc. 2.60% 4 
IP International Paper Co. 2.53% 5 
MTD Mettler-Toledo International Inc. 2.51% 6 
WSM Williams-Sonoma, Inc. 2.43% 7 
INCY Incyte Corp. 2.36% 8 
ALLE Allegion PLC 2.33% 9 
DG Dollar General Corp. 2.33% 10 
CTAS Cintas Corp. 2.29% Largest sectors first.
Over the past 1 year, on the higher side
1% below its 1-year high.
Traded less than usual. That is 8% of its average volume.
Holding long would have paid off
Bought 5 years ago, your return today would be +34.3%. The S&P 500 did +70% over the same period.
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The price swings a lot
At its worst (August 2018) it fell 50% and took 260 days to recover.
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The dividend is on the small side
Pays 1.54% annually in dividends.
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A lot of money is flowing out
Over the past year, money equal to 9.1% of assets left.
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MOAT VanEck Morningstar Wide Moat ETF 0.46% 
PTLC Pacer Trendpilot US Large Cap ETF 0.6% 
BALT Innovator Defined Wealth Shield ETF 0.69% 
ACIO Aptus Collared Investment Opportunity ETF 0.79% 
PKW Invesco BuyBack Achievers ETF 0.63% 
CBOX Calamos Tax-Aware Collateral ETF 0.14% 
XBOX Roundhill Box Spread ETF 0.14% 
SELV SEI QiM U.S. Large Cap Low Volatility Active ETF 0.15% 
FAQ
How many holdings does UPGD have?
UPGD holds a total of 51 securities, with an AUM of approximately $112M.
Does UPGD pay dividends (distributions)?
UPGD's distribution yield is approximately 1.54%.
What is the 52-week high and low for UPGD?
UPGD has recorded a 52-week high of $84.73 and a low of $70.85.
