AVDR

$24.25 ()
AUM $23.0MER 0.60%NAV $24.26Holdings

Price Chart

Key Statistics

Previous Close

Day Range

N/A

52-Week Range

N/A

Avg Volume

16.7K

Dividend Yield

0.85%

Expense Ratio

0.60%

AUM

$23.0M

Shares Outstanding

948.6K

Sector Breakdown

SectorWeight %
Technology23.85%
Financial Services12.34%
Industrials11.90%
Healthcare11.39%
Communication Services9.63%
Consumer Defensive9.40%
Consumer Cyclical7.67%
Real Estate4.32%
Energy3.75%
Utilities3.68%
Basic Materials2.07%

Fund Information

Category
Technology
Inception Date
Dec 30, 2020
Description
The index is a proprietary index that was created by the advisor to seek to provide long-term risk adjusted outperformance of the S&P 500 Index. The fund will generally invest substantially all, but at least 80%, of its net assets in component securities of the index. In seeking to track the index, the fund will generally invest in all of the securities comprising the index in proportion to the weightings in the index.

Similar ETFs

SymbolNameAUM
VTIVanguard Total Stock Market ETF$2.00T
VOOVanguard S&P 500 ETF$1.40T
IVViShares Core S&P 500 ETF$789.70B
SPYState Street SPDR S&P 500 ETF Trust$723.48B
QQQInvesco QQQ Trust, Series 1$426.66B

The AVDR US LargeCap Leading ETF (AVDR) is an exchange-traded fund that launched on Dec 30, 2020. It currently manages $23.0M in assets under management. The fund charges an expense ratio of 0.60%. It falls under the Technology category.

Top 10 holdings represent 0.0% of the fund

Holdings data not yet available for this ETF.

Holdings are updated periodically and may not be available for all funds.

Detailed Returns

PeriodReturnETF
1D
1W
1M
3M
6M
YTD
1Y
3Y
5Y
-15.08%

Moving Averages

20-Day MA

50-Day MA

200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

Current Price

$24.25

52-Week Low

Current Yield

0.85%

Annual Dividend

$0.2672

Frequency

1x/year

Last Ex-Date

Jul 8, 2022

Dividend History

Ex-DateAmountPay Date
Jul 8, 2022$0.2055Jul 15, 2022
Dec 15, 2021$0.0617Dec 21, 2021

Dividend Payments Over Time

Category Comparison

MetricAVDRTechnology(1414 ETFs)S&P 500(474 ETFs)
Fund Info
Expense Ratio0.60%0.67%0.76%
AUM$23.0M$6.79B$9.19B
Dividend Yield0.85%2.97%3.95%
Avg Volume16.7K575.4K994.3K
Holdings20090
Performance
1-Month Return+9.17%+4.21%
6-Month Return+7.10%+3.76%
YTD Return+7.03%+3.08%
1-Year Return+40.63%+19.71%

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