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BTR
+0.87 · +3.41%
$26.46 · NYSE ARCA

Northern Lights Fund Trust II (BTR) ETF Analysis | Tactical Allocation

Beacon Capital Management Inc · USA
AUM:$36.8M
#– of – in Tactical Allocation 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

Up 16.7% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 1.10% — above average for this category.

What is BTR?

The fund is an actively managed exchange-traded fund ("ETF") that may engage in active trading. The fund advisor will use a "fund of funds" approach, and seeks to achieve the fund's investment objective by investing in the shares of market sector exchange-traded funds.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
BTR delivered 16.7% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 1.10% is above average. Verify whether the strategy justifies the cost.
Concentrated Holdings
Top 10 holdings account for 91.5% of the ETF — significant weight in a small number of names.
ETF Information
AUM$36.8M
Expense Ratio1.10%
Dividend Yield1.26%
Holdings11
Inception DateApr 2023
Domicile–
Distribution–
Index–
ProviderBeacon Capital Management Inc
Beta–
CategoryTactical Allocation
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+4.9%
1Y
+15.2%
3Y
+18.1%
5Y
+17.1%
OpenBook InsightIf you had invested £10,000 in BTR 5 years ago, it would have grown to £11,709 — a gain of £1,709.

Annual Returns

Calendar year performance

BTR delivered positive returns in 2 of the last 4 calendar years.
YearBTR
2026 YTD+11.5%
2025-2.1%
2024+14.7%
2023-6.6%
CAGR 3yr+1.6%
2/4 positive yearsAvg return: +4.4%Worst year: -6.6% (2023)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
7.4%
Low
Momentum
+2.5%
30-day change
Support Level
27.97
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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