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Category Composite Discipline Brand

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Market Share %

Assets Under Management ($MM)

Flows ($MM)

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Category Composite

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Grouping

Ticker

Name

Key Stats

Live Stats

Total Return (Mkt)

Flows

AUM ($MM) 1

Exp Ratio

ADV 90D ($MM)

FMV* % Chg

Volume ($MM)

% ADV

1D TR

1M TR

3M TR

YTD TR

1Y TR

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1W Flow

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* Live pricing data sourced from Polygon.io and uses their fair market value (FMV) quotes which is a proprietary algorithm designed to generate an accurate FMV, even for thinly traded securities. FMV is refreshed every minute during pre market, market, and post market hours.

Report Builder

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Description

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Generating performance...

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Building model and generating performance...

*Please note that some reports may take up to 30 minutes to be available in the marketplace while our data pipelines finish running.

If you are unable to troubleshoot, please contact team@etfaction.com for assistance.

Create Proposal

Share Proposal

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Brian Burke

Create Model

Create UMA

SMA Report Builder

*Manage your custom logo and disclosures in your My Account page.

Bridge Authentication

*Bridge integration enables model creation and model changes to flow to Bridge for trading.

**ETF Action does not store Bridge login credentials. Access tokens will expire after 30 days of inactivity.

Upload Model Positions

*Please use the header and field formatting found in our Sample Holdings Upload Template.

Upload Ticker List

*Please use the header and field formatting found in our Sample Ticker Upload Template.

Upload Ticker List

*Please use the header and field formatting found in our Sample Ticker Upload Template.

Upload Ticker List

*Please use the header and field formatting found in our Sample Ticker Upload Template.

Upload Positions

Save View

Upload Performance

Upload Positions

Update Position

**Only month-end dates may be used, if a date selected is not month-end it will automatically update.

Update Performance

**Only month-end dates may be used, if a date selected is not month-end it will automatically update.

This requires our DIY Plan ($29/mo). Please head to the Plans page to review and upgrade, or schedule a 30 minute demo to receive a free 2 week trial.

This requires our DIY Plan ($29/mo). Please head to the Plans page to review and upgrade, or schedule a 30 minute demo to receive a free 2 week trial.

This requires our Model Builder Plan ($199/mo). Please head to the Plans page to review and upgrade, or schedule a 30 minute demo to receive a free 2 week trial.

Team Channels are part of our Enterprise offerings. Please reach out to team@etfaction.com to learn more.

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Want to continue exploring our free data and tools? Our ETF Database offers hundreds of data points and visualizations to help streamline your investment research.

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Update Allocation

Model Name

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Save View