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INROiShares U.S. Industry Rotation Active ETF

Grow my money2y track recordRanked #1,905 of 3,055 in this goal

Seeks long-term capital appreciation.

By BlackRock · Launched 2024

Annual Cost

0.42%

#2,164 of 6,040 · average

Fund Size

$37M

#4,068 of 6,040 · small

Return (1Y)

+17.6%

Track Record

2 years

#3,428 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$11,791+17.9%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Active selection

Index tracked

MSCI USA Index

Holdings

By weight

Concentration

Top 10 holdings = 40.2% of fundmoderately concentrated

NVIDIA Corp
8.1%
Apple Inc
7.4%
Microsoft Corp
5.3%
Amazon.com Inc
5.0%
Alphabet Inc
3.6%
Alphabet Inc
2.7%
Broadcom Inc
2.4%
Meta Platforms Inc
2.1%
JPMorgan Chase & Co
1.8%
Tesla Inc
1.7%

Asset allocation

Stocks
99.8%
Cash
0.2%

By sector

Technology
39.9%
Financial Services
11.4%
Consumer Cyclical
10.3%
Healthcare
9.7%
Industrials
8.5%
Communication
8.2%
Consumer Defensive
5.2%
Energy
3.8%
Other
3.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
14.5%Moderate

Year-on-year price swings

Max drawdown
-20.0%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Seeks long-term capital appreciation.
Strategy
Managed as a rotation strategy, the Fund invests primarily in U.S.-listed equity securities and derivatives, dynamically adjusting exposures based on economic cycle, valuation, quality metrics, and trends. Actively and frequently trades to tilt the portfolio towards favorable industries.
Inception date
March 26, 2024
Fund family
BlackRock

Next steps

Save INRO to compare it with other funds, or start building a portfolio.

Data updated on 2026-09-18