Here is a summary of the video describing three methods for using the ETF Action platform to research individual stocks through the lens of ETFs, as described in the video.
- ETF Look-Through (via Portfolio Visualizer): This is the simplest method. You start with a single ETF you are interested in (e.g., AIQ). From the ETFs main research page, you go to “Tools and Reports” and select the Portfolio Visualizer. This tool “looks through” the ETF to show you all of its underlying stocks as of the previous night. You can then analyze these individual companies, view heatmaps of their performance, and sort them by various metrics like analyst ratings or target price.
- ETF Stock Screener: This more powerful method screens the entire universe of stocks based on their ownership across a group of ETFs. You can filter for ETFs by a theme (like “AI and Big Data”) and load all the unique stocks held by those funds. From there, you can filter the stock list further (e.g., by market cap or exchange) to create a custom list of companies. Finally, you can launch the Portfolio Visualizer on this newly screened list to do deeper research.
- Illustrative Stock Indexes: This approach uses pre-built model indexes created by ETF Action, which are based on common ownership across top ETFs in a specific theme (e.g., “US Listed Cybersecurity Select 25”). These indexes show a curated list of companies related to a concept, allowing you to see which stocks are most commonly held by funds in that space. You can also use the Portfolio Visualizer on these indexes to research their constituent stocks.
Resources
Here are the links to the resources, which will open in a new tab:
- ETF Look-Through (AIQ): https://app.etfaction.com/platform/databases/etfs/etf/AIQ
- ETF Stock Screener: https://app.etfaction.com/platform/tools/ownership-screener
- ETF Action Illustrative Stock Indexes: https://app.etfaction.com/platform/sponsored-mktplaces/sponsored-market?mktPlace=etfaci_model_market
Disclosures
This material is for informational purposes only and should not be considered investment advice. All investments, including ETFs, involve risk, including the possible loss of principal. Investors should consider their investment objectives, risks, charges, and expenses carefully before investing.
This analysis was developed by the team at ETF Action. We leverage advanced AI tools to assist in the drafting and refinement of our content, based on our expert prompts, direction, and final review.
