Core Insights - The First Trust Technology AlphaDEX ETF (FXL) is a smart beta ETF launched on May 8, 2007, designed to provide broad exposure to the Technology ETFs category [1] - FXL has accumulated over $1.37 billion in assets, making it one of the larger ETFs in the Technology sector [5] - The ETF seeks to match the performance of the StrataQuant Technology Index, which uses a modified equal-dollar weighted methodology to select stocks from the Russell 1000 Index [6] Fund Characteristics - FXL has an annual operating expense ratio of 0.60%, which is competitive within its peer group [7] - The ETF's 12-month trailing dividend yield is 0.03% [7] - Approximately 80.9% of FXL's portfolio is allocated to the Information Technology sector, with Industrials and Telecom also being significant [8] Holdings and Performance - Concentrix Corporation (CNXC) represents about 1.77% of FXL's total assets, with the top 10 holdings accounting for approximately 16.85% of total assets [9] - As of July 22, 2025, FXL has gained about 7.39% year-to-date and approximately 17.25% over the past year, with a trading range between $115.28 and $160.72 in the last 52 weeks [11] - The ETF has a beta of 1.16 and a standard deviation of 24.52% over the trailing three-year period, indicating medium risk [11] Alternatives - Other ETFs in the technology space include the Technology Select Sector SPDR ETF (XLK) and the Vanguard Information Technology ETF (VGT), with XLK having $83.05 billion in assets and VGT $97.48 billion [13] - XLK has a lower expense ratio of 0.08% compared to FXL, while VGT has an expense ratio of 0.09% [13]

Core Viewpoint - The Invesco Biotechnology & Genome ETF (PBE) is designed to provide broad exposure to the Health Care ETFs category, focusing on biotechnology and genome sectors [1][5]. Fund Overview - PBE was launched on June 23, 2005, and is managed by Invesco, with assets totaling approximately $222.64 million, categorizing it as an average-sized ETF in the Health Care sector [1][5]. - The fund aims to match the performance of the Dynamic Biotechnology & Genome Intellidex Index, which evaluates companies based on various investment merit criteria [5][6]. Cost Structure - PBE has an annual operating expense ratio of 0.58%, which is competitive within its peer group, and a 12-month trailing dividend yield of 0.26% [7]. Sector Exposure and Holdings - The ETF has a significant allocation in the Healthcare sector, comprising about 99.8% of its portfolio [8]. - Illumina Inc (ILMN) represents approximately 5.81% of total assets, with the top 10 holdings accounting for about 47.68% of total assets under management [9]. Performance Metrics - As of July 22, 2025, PBE has experienced a year-to-date loss of approximately -3.56% and a one-year decline of about -6.19% [11]. - The fund has traded between $56.01 and $72.24 over the past 52 weeks, with a beta of 0.76 and a standard deviation of 21.29% over the trailing three-year period, indicating a higher risk profile [11]. Alternatives - Other ETFs in the biotechnology space include SPDR S&P Biotech ETF (XBI) and iShares Biotechnology ETF (IBB), which have larger asset bases of $4.65 billion and $5.28 billion respectively, and lower expense ratios of 0.35% and 0.45% [12][13].

Core Viewpoint - The Invesco S&P 500 Equal Weight Financials ETF (RSPF) offers a low-cost, transparent, and diversified investment option for exposure to the financial sector, appealing to both institutional and retail investors [1][2]. Fund Overview - RSPF was launched on November 1, 2006, and has accumulated over $320.11 million in assets, positioning it as an average-sized ETF in the financial sector [3]. - The ETF aims to replicate the performance of the S&P 500 Equal Weight Financials Index, which equally weights stocks in the financial sector of the S&P 500 [3]. Cost Structure - The annual operating expense ratio for RSPF is 0.40%, which is competitive within its peer group [4]. - The ETF has a 12-month trailing dividend yield of 1.20% [4]. Sector Exposure and Holdings - RSPF is fully allocated to the financial sector, with approximately 100% of its portfolio dedicated to this area [5]. - Coinbase Global Inc (COIN) represents about 1.84% of total assets, with the top 10 holdings accounting for approximately 15.19% of total assets under management [6]. Performance Metrics - The ETF has returned roughly 6.85% and is up approximately 20.74% year-to-date as of July 22, 2025 [7]. - RSPF has traded between $61.80 and $78.05 over the past 52 weeks, with a beta of 0.95 and a standard deviation of 17.28% for the trailing three-year period [7]. Alternatives - RSPF carries a Zacks ETF Rank of 3 (Hold), indicating a reasonable option for investors seeking exposure to financial ETFs [8]. - Other alternatives include the Vanguard Financials ETF (VFH) and the Financial Select Sector SPDR ETF (XLF), with VFH having $12.59 billion in assets and XLF having $51.50 billion [9].

Core Viewpoint - The iShares Russell 1000 Value ETF (IWD) is a significant player in the Large Cap Value segment of the US equity market, with over $62.49 billion in assets, making it one of the largest ETFs in this category [1] Group 1: ETF Overview - Launched on 05/22/2000, IWD is designed to provide broad exposure to the Large Cap Value segment of the US equity market [1] - The ETF is sponsored by Blackrock, indicating a strong backing from a reputable financial institution [1] Group 2: Investment Characteristics - Large cap companies typically have a market capitalization above $10 billion, offering stability and more reliable cash flows compared to mid and small cap companies [2] - Value stocks, characterized by lower price-to-earnings and price-to-book ratios, have historically outperformed growth stocks in most markets, although growth stocks tend to perform better in strong bull markets [3] Group 3: Cost and Performance - IWD has annual operating expenses of 0.19%, positioning it as one of the more cost-effective options in the ETF space [4] - The ETF has a 12-month trailing dividend yield of 1.86% [4] - As of 07/21/2025, IWD has gained approximately 6.69% year-to-date and about 10.21% over the past year, with a trading range between $166.82 and $199.79 in the last 52 weeks [7] Group 4: Sector Exposure and Holdings - The ETF has a significant allocation to the Financials sector, comprising about 23.80% of the portfolio, followed by Industrials and Healthcare [5] - Berkshire Hathaway Inc Class B (BRK.B) is the largest holding at approximately 3.53% of total assets, with the top 10 holdings accounting for about 17.07% of total assets under management [6] Group 5: Risk Profile - IWD has a beta of 0.88 and a standard deviation of 15% over the trailing three-year period, categorizing it as a medium risk investment [8] - The ETF consists of about 871 holdings, effectively diversifying company-specific risk [8] Group 6: Alternatives - IWD holds a Zacks ETF Rank of 1 (Strong Buy), indicating strong expected performance based on various factors [9] - Other comparable ETFs include Schwab U.S. Dividend Equity ETF (SCHD) with $70.54 billion in assets and Vanguard Value ETF (VTV) with $139.18 billion, both of which have lower expense ratios [10] Group 7: Conclusion - Passively managed ETFs like IWD are favored by both institutional and retail investors due to their low costs, transparency, flexibility, and tax efficiency [11]

Core Viewpoint - The Invesco S&P 500 Equal Weight Technology ETF (RSPT) is a passively managed fund that provides broad exposure to the Technology - Broad segment of the equity market, appealing to both institutional and retail investors due to its low costs and transparency [1][2]. Group 1: Fund Overview - Launched on November 1, 2006, RSPT has accumulated over $3.67 billion in assets, making it one of the larger ETFs in the Technology - Broad segment [3]. - The ETF aims to match the performance of the S&P 500 Equal Weight Information Technology Index, which equally weights stocks in the information technology sector of the S&P 500 Index [3]. Group 2: Cost Structure - RSPT has annual operating expenses of 0.40%, positioning it as one of the more affordable options in the ETF market [4]. - The fund has a 12-month trailing dividend yield of 0.20% [4]. Group 3: Sector Exposure and Holdings - The ETF is fully allocated to the Information Technology sector, with approximately 100% of its portfolio dedicated to this area [5]. - Palantir Technologies Inc (PLTR) constitutes about 2.10% of total assets, with the top 10 holdings making up approximately 17.75% of total assets under management [6]. Group 4: Performance Metrics - Year-to-date, RSPT has returned roughly 11.21%, and it has increased by about 12.43% over the last 12 months as of July 21, 2025 [7]. - The ETF has traded between $29.52 and $41.65 in the past 52 weeks, with a beta of 1.22 and a standard deviation of 23.72% over the trailing three-year period [7]. Group 5: Investment Alternatives - RSPT holds a Zacks ETF Rank of 2 (Buy), indicating a favorable outlook based on expected asset class return, expense ratio, and momentum [8]. - Other notable ETFs in the technology sector include the Technology Select Sector SPDR ETF (XLK) and the Vanguard Information Technology ETF (VGT), with XLK having $82.41 billion in assets and VGT at $97.28 billion [9].

Core Insights - The article emphasizes that successful investing relies on time in the market rather than timing the market, highlighting that new market highs are common and often lead to sustained growth [1][2] Investment Strategies - Dollar-cost averaging is recommended as a key strategy for building long-term wealth, particularly through the use of exchange-traded funds (ETFs) [2] - Vanguard ETFs are highlighted as a cost-effective option for investors looking to implement this strategy [2] Recommended ETFs - **Vanguard S&P 500 ETF**: - Provides exposure to the 500 largest U.S. companies, including major players like Apple, Microsoft, Nvidia, Alphabet, and Amazon, which together account for nearly 25% of the index [4][6] - The ETF has an average annual return of 13.6% over the past 10 years and a low expense ratio of 0.03% [6] - **Vanguard Growth ETF**: - Focuses on large-cap companies with strong earnings and sales growth, primarily in tech and consumer sectors [7][9] - It has produced an annual average return of 16.2% over the past decade, with an expense ratio of 0.04% [9] - **Vanguard Information Technology ETF**: - Concentrates on leading tech companies, particularly in semiconductors, software, cloud computing, and artificial intelligence [10][12] - This ETF has generated an average return of 21.4% annually over the past 10 years and has a low expense ratio of 0.09% [12]

Group 1 - The SPDR S&P Aerospace & Defense ETF (XAR) has reached a 52-week high and is up 58.9% from its 52-week low price of $137.09 per share [1] - The S&P Aerospace & Defense Select Industry Index represents the aerospace and defense sub-industry within the S&P Total Stock Market Index, which tracks all U.S. common stocks listed on major exchanges [1] - The fund charges an annual fee of 35 basis points [1] Group 2 - The aerospace and defense sector is experiencing increased attention due to a complicated geopolitical landscape and rising defense spending by global economies [2] - Europe is enhancing its military capabilities and significantly increasing defense spending to reduce reliance on the United States, positively impacting the fund [2] - Escalating geopolitical tensions in Asia are also expected to boost the fund's prospects [2] Group 3 - XAR currently holds a Zacks ETF Rank 2 (Buy) with a medium risk outlook, indicating potential for continued strong performance [3] - The fund has a positive weighted alpha of 56.91, suggesting further rally potential [3]

Group 1: Market Overview - ETFs across various categories attracted $24.1 billion in capital last week, with year-to-date inflows reaching $593.4 billion, indicating a strong trend towards another trillion-dollar year in inflows [1] - Investor appetite was broad-based, with U.S. fixed-income ETFs leading inflows at $6.3 billion, followed by international equity ETFs at $6.2 billion and U.S. equity ETFs at $5.7 billion [2] - The significant inflows occurred amid a volatile stock market, with the S&P 500 hitting a new record before pulling back due to escalating trade tensions and tariff announcements from President Trump [3] Group 2: Top ETFs - Vanguard S&P 500 ETF (VOO) was the top asset creator, pulling in $2.7 billion, tracking the S&P 500 Index with an AUM of $697 billion and an average daily volume of 7.7 million shares [4] - SPDR Portfolio S&P 500 ETF (SPLG) saw inflows of $1.6 billion, with an AUM of $76.8 billion and an average daily volume of 11 million shares [5] - iShares Bitcoin Trust (IBIT) attracted $1 billion in capital, with an AUM of $80 billion and an average daily volume of 45 million shares, making it the most traded Bitcoin ETF [6] - iShares Core MSCI Emerging Markets ETF (IEMG) pulled in approximately $977 million, holding 2,688 stocks with an AUM of $97.7 billion and an average daily volume of about 10 million shares [7] - Financial Select Sector SPDR Fund (XLF) accumulated about $740 million, focusing on 73 companies in the financial services sector, with an AUM of $51.4 billion and an average daily volume of 38 million shares [8]

Group 1: Market Performance - Wall Street shows resilience with the Nasdaq Composite Index reaching a new record close, driven by the AI boom and confidence in corporate earnings [1] - Growth investing is outperforming, with several ETFs achieving new record highs in the latest trading session [1][2] Group 2: Earnings Expectations - Total S&P 500 earnings are expected to grow by 4.7% year-over-year, alongside a 4.7% revenue growth, marking a deceleration from previous quarters [3] Group 3: AI Sector Growth - The AI boom is expected to continue driving market rallies, with significant investments in technology, data centers, and AI chips [4] - NVIDIA has reached a $4 trillion market cap, contributing to a rally in the technology sector [4] Group 4: Tariff Threats and Market Sentiment - Trump has threatened new tariffs ranging from 25% to 40% on various countries, which has reignited global trade tensions [5][6] - Despite these threats, markets perceive them as negotiating tactics rather than definitive policy changes [7] - Analysts are becoming more optimistic, with Goldman Sachs raising its year-end S&P 500 target to 6,600 and Bank of America increasing its forecast to 6,300 [8] Group 5: Growth Investing Strategy - Growth funds typically outperform during market uptrends, focusing on capital appreciation and high-growth opportunities [9][10] - These funds often exhibit greater volatility compared to value-oriented stocks, holding stocks with elevated price-to-book, price-to-sales, and price-to-earnings ratios [10]

Group 1 - Sensor Unlimited is part of the investing group Envision Early Retirement, which focuses on generating high income and growth through dynamic asset allocation [2] - The group offers two model portfolios: one for short-term survival and withdrawal, and another for aggressive long-term growth [2] - Monthly updates on holdings, tax discussions, and ticker critiques are provided to members [2] Group 2 - Sensor Unlimited has a PhD in financial economics and has spent the last decade covering the mortgage market, commercial market, and banking industry [3] - The company specializes in asset allocation and ETFs related to the overall market, bonds, banking, financial sectors, and housing markets [3]