HVAC

AdvisorShares$39.02+0.00 (+0.00%)
AUM $13.8MER 35.61%NAV $41.76Holdings 27

Price Chart

Key Statistics

Previous Close

$37.59

Day Range

$38.19$39.02

52-Week Range

$26.47$42.49

Avg Volume

12.0K

Dividend Yield

0.18%

Expense Ratio

35.61%

AUM

$13.8M

Shares Outstanding

96.7K

ETF Grades

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Sector Breakdown

SectorWeight %
Industrials66.95%
Technology16.87%
Utilities7.44%
Consumer Cyclical4.53%
Real Estate2.77%
Cash & Others1.44%

Country Allocation

CountryWeight %
United States85.97%
Ireland5.05%
United Kingdom3.96%
Canada3.09%
Other1.93%

Fund Information

Category
Industrials
Types
Active
Inception Date
Feb 3, 2025
Exchange
NYSE_ARCA
Description
The fund is an actively managed ETF that seeks to achieve its investment objective by investing in U.S. exchange traded equity securities consisting of common stock and ADRs of companies of any market capitalization. ADRs are securities traded on a local stock exchange that represent interests in securities issued by a foreign publicly listed company. The fund is non-diversified.

Similar ETFs

SymbolNameAUM
VBVanguard Small-Cap ETF$177.40B
IJHiShares Core S&P Mid-Cap ETF$120.66B
VBRVanguard Small-Cap Value ETF$64.90B
IWRiShares Russell Mid-Cap ETF$54.39B
XLIState Street Industrial Select Sector SPDR ETF$30.82B

The AdvisorShares HVAC & Industrials ETFSchedule an appointment and get your questions answered! (HVAC) is an exchange-traded fund issued by AdvisorShares that launched on Feb 3, 2025. It currently manages $13.8M in assets under management. The fund charges an expense ratio of 35.61%. The fund holds 27 securities in its portfolio. It falls under the Industrials category.

Top 10 holdings represent 54.1% of the fund

RankSymbolNameWeight %SharesMarket Value
1STRLSTERLING INFRASTRUCTURE INC10.13%1,416$1.4M
2FIXCOMFORT SYSTEMS USA INC6.84%496$950K
3JBLJABIL INC5.76%2,140$800K
4VRTVERTIV HOLDINGS CO-A4.69%2,013$652K
5MODMODINE MANUFACTURING CO4.68%2,160$651K
6CWCURTISS-WRIGHT CORP4.67%872$648K
7NVTNVENT ELECTRIC PLC4.39%3,506$610K
8AAONAAON INC4.34%4,204$603K
9BEBLOOM ENERGY CORP- A4.34%2,069$603K
10GEVGE VERNOVA INC4.30%620$597K
11PWRQUANTA SERVICES INC4.06%784$564K
12GNRCGENERAC HOLDINGS INC4.04%2,020$562K
13BDCBELDEN INC4.04%5,074$562K
14APHAMPHENOL CORP-CL A4.01%3,792$557K
15WLDNWILLDAN GROUP INC3.95%5,603$549K

Detailed Returns

PeriodReturnETF
1D
+0.00%
1W
-5.47%
1M
-4.90%
3M
+15.16%
6M
+25.44%
YTD
+23.24%
1Y
+46.03%
3Y
+57.78%
5Y
+57.78%

Moving Averages

20-Day MA

$40.02

Below 20-Day MA
50-Day MA

$39.41

Below 50-Day MA
200-Day MA

$34.35

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$42.49

Current Price

$39.02

52-Week Low

$26.47

$26.47$42.49

Current Yield

0.18%

Annual Dividend

$0.0600

Frequency

1x/year

Last Ex-Date

Dec 22, 2025

Dividend History

Ex-DateAmountPay Date
Dec 22, 2025$0.0600Dec 29, 2025

Dividend Payments Over Time

Category Comparison

MetricHVACIndustrials(391 ETFs)Active(633 ETFs)
Fund Info
Expense Ratio35.61%0.69%0.80%
AUM$13.8M$2.39B$344.1M
Dividend Yield0.18%2.07%6.78%
Avg Volume12.0K231.1K135.3K
Holdings2725083
Performance
1-Month Return-4.63%+0.55%-0.79%
6-Month Return+23.08%+13.32%+1.67%
YTD Return+27.45%+13.82%+4.02%
1-Year Return+47.57%+28.59%+8.70%

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