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Strategies & Performance
Strategies & Performance
ETF Ideas derives its holdings from a selection of investment funds that we then screen for their largest and consensus ETF holdings.
Number of managers cloned: 378Aggregate value of disclosed holdings: $5334 billion
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Strategy
The AlphaClone ETF Ideas Core Strategy seeks to invest in the ten most popular (widely held) ETF securities amongst the twenty largest disclosed equity holdings from each investment fund in the group.
Investment Objective
Like all AlphaClone Core Strategies, this portfolio is intended for investors with moderate to aggressive capital appreciation investment objectives.
Stocks included:
Exchange-Traded Funds (ETFs)
Number of holdings:
Up to 10
The AlphaClone ETF Ideas Core Strategy seeks to invest in the ten most popular (widely held) ETF securities amongst the twenty largest disclosed equity holdings from each investment fund in the group.
Investment Objective
Like all AlphaClone Core Strategies, this portfolio is intended for investors with moderate to aggressive capital appreciation investment objectives.
Stocks included:
Exchange-Traded Funds (ETFs)
Number of holdings:
Up to 10
Methodology
- Each quarter, all ETF holdings that appear within each investment fund's twenty largest disclosed equity positions are ranked based on the number of funds in the group that hold each.
- Securities in the portfolio are then selected to match substantially the ten most widely held (popular) ETF holdings each quarter.
- All securities are then weighted based on their popularity.
