AFOS
+4.78 · +14.26%
$38.34 · NASDAQ

ARS Focused Opportunity Strategy ETF (AFOS) ETF Analysis | Large Blend

ARS Investment Partners, LLC · USA
AUM:$256.5M
#– of – in Large Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

AFOS returned +0.0% over the past year, broadly in line with flat market conditions.

What is AFOS?

The fund is an actively managed exchange-traded fund ("ETF"), sub-advised by ARS Investment Partners, LLC (the "Sub-Adviser"). The fund invests either directly in the equity securities of companies the Sub-Adviser deems to be high-quality, defined by strong balance sheets, reasonable earnings growth, and above-average dividend yields with the prospect for dividend growth, or indirectly through one or more underlying ETFs, that have exposure to the same companies.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Modest 1-Year Return
AFOS returned 0.0% over the past year.
Moderate Concentration
Top 10 holdings make up 47.3% of the ETF — a moderate level of name concentration.
ETF Information
AUM$256.5M
Expense Ratio0.00%
Dividend Yield0.00%
Holdings30
Inception DateJun 2025
Domicile–
Distribution–
Index–
ProviderARS Investment Partners, LLC
Beta–
CategoryLarge Blend
CurrencyUSD
Portfolio Impact

How would AFOS affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+17.6%
1Y
+60.8%
3Y
+79.9%
5Y
+79.9%
OpenBook InsightIf you had invested £10,000 in AFOS 5 years ago, it would have grown to £17,986 — a gain of £7,986.

Annual Returns

Calendar year performance

AFOS delivered positive returns in 2 of the last 2 calendar years.
YearAFOS
2026 YTD+28.8%
2025+36.1%
2/2 positive yearsAvg return: +32.5%Worst year: +28.8% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
25.3%
Moderate
Momentum
+4.1%
30-day change
Support Level
44.75
Key floor
Key Insights
  • Monitor key support and resistance levels as part of broader risk assessment.