PTL
+12.47 · +5.12%
$256.23 · NYSE ARCA

Northern Lights Fund Trust IV (PTL) ETF Analysis | Large Blend

Inspire · USA
AUM:$683.7M
#– 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

Up 23.1% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.09% — among the lowest available for this category.

What is PTL?

The advisor generally invests at least 80% of its total assets in the component securities of the index. The fund"s index provider selects domestic large capitalization equity securities using the Adviser"s Inspire Impact Score", a proprietary selection methodology that is designed to assign a score to a particular security based on the security"s alignment with biblical values and the positive impact that company has on its customers, communities, workplace and the world.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
PTL delivered 23.1% over the past year. Historical returns only — past performance is not indicative of future results.
Ultra-Low Expense Ratio
Expense ratio of 0.09% — among the lowest available. Low costs compound favourably over long holding periods.
Broadly Diversified
Top 10 holdings represent just 27.0% of the ETF — exposure spread across many positions.
ETF Information
AUM$683.7M
Expense Ratio0.09%
Dividend Yield1.21%
Holdings50
Inception DateMar 2024
Domicile–
Distribution–
Index–
ProviderInspire
Beta–
CategoryLarge Blend
CurrencyUSD
Portfolio Impact

How would PTL 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
+7.7%
1Y
+17.2%
3Y
+45.4%
5Y
+45.4%
OpenBook InsightIf you had invested £10,000 in PTL 5 years ago, it would have grown to £14,537 — a gain of £4,537.

Annual Returns

Calendar year performance

PTL delivered positive returns in 3 of the last 3 calendar years.
YearPTL
2026 YTD+13.7%
2025+17.9%
2024+7.9%
CAGR 2yr+12.8%
3/3 positive yearsAvg return: +13.1%Worst year: +7.9% (2024)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
14.4%
Low
Momentum
+1.9%
30-day change
Support Level
281.23
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.