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SoFi Next 500 (SFYX) ETF Holdings & Analysis
ETFOther
What SFYX does
Typically, at least 80% of the fund's total investments, not including collateral from securities lending, are directed into the constituent stocks of its benchmark index. This index operates under a systematic, rule-based framework designed to monitor the performance of the 500 smallest publicly traded U.S. companies, chosen from the 1,000 largest firms in the market. The weighting of these companies within the index is determined by a unique combination of their market value and essential financial characteristics.
Fund profile
Top holdings
| Holding | Weight | |
|---|---|---|
| FTAI Aviation Ltd | 1.68% | |
| Rocket Lab Corp | 1.49% | |
| TechnipFMC PLC | 1.26% | |
| TKO Group Holdings Inc | 1.23% | |
| Comfort Systems USA Inc | 1.05% | |
| Reddit Inc | 1.05% | |
| Alcoa Corp | 0.99% | |
| SoFi Technologies Inc | 0.99% | |
| Coherent Corp | 0.99% | |
| Astera Labs Inc | 0.96% |
Sector allocation
| Basic Materials | 3.38% |
| Cash & Others | 0.01% |
| Communication Services | 3.99% |
| Consumer Cyclical | 9.94% |
| Consumer Defensive | 3.00% |
| Energy | 4.83% |
| Financial Services | 15.00% |
| Healthcare | 11.97% |
| Industrials | 22.34% |
| Real Estate | 7.26% |
| Technology | 16.01% |
Geographic allocation
| United States | 95.43% |
| United Kingdom | 1.61% |
| Bermuda | 1.10% |
| Other | 0.85% |
| Ireland | 0.56% |
| Netherlands | 0.38% |
| Luxembourg | 0.07% |
PortView Portfolio Insights
PortView analyzes how SFYX fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.
Analyze SFYX in PortView →Related securities
Related stocks
Frequently asked questions
- What does SFYX track?
- SFYX is the SoFi Next 500 ETF, a Other ETF.
- What is the expense ratio of SFYX?
- Expense ratio data for SFYX is shown on the page when available from our data provider.
- What are the largest holdings in SFYX?
- Top holdings include FTAI, RKLB, FTI, TKO, FIX.
- How can PortView analyze SFYX overlap with other ETFs?
- PortView computes the holdings overlap between SFYX and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.
The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.