Daily Target 2X Long SOFI (SOFX) ETF Holdings & Analysis

What SOFX does

SOFX is an exchange-traded fund engineered to capitalize on upward movements in the stock price of SoFi Technologies, Inc. (SOFI). It achieves this through the use of swap agreements, essentially placing bullish bets on the underlying company. SoFi Technologies, Inc. itself is an American financial technology firm that offers a broad spectrum of personal finance and digital banking services. The fund's core objective is to deliver a daily return equivalent to 200% of the daily percentage change in SOFI's share price. To maintain this magnified exposure, it undergoes daily rebalancing. Given its highly leveraged design, SOFX is specifically intended for short-term, tactical trading maneuvers and is explicitly not recommended as a vehicle for long-term investment. Investors holding SOFX for longer than a single day should anticipate potential deviations from the targeted 2x return, primarily due to the complex interplay of market volatility and compounding effects over extended periods. This strategy inherently carries a high level of risk and does not incorporate any defensive mechanisms to protect against downturns. As a result, SOFX could experience a significant decline in value over time, even during periods of robust performance by its underlying asset, SOFI. To secure its positions, the fund utilizes various collateral assets, including U.S. Government securities, money market instruments, short-term bond exchange-traded funds, and corporate debt.

Fund profile

Top holdings

Sector allocation

Geographic allocation

PortView Portfolio Insights

PortView analyzes how SOFX 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.

Related securities

Related stocks

Frequently asked questions

What does SOFX track?

SOFX is the Daily Target 2X Long SOFI ETF, a Other ETF.

What is the expense ratio of SOFX?

Expense ratio data for SOFX is shown on the page when available from our data provider.

What are the largest holdings in SOFX?

Top holdings include Cash & Other, SOFI TECHNOLOGIES, INC.-SWAP-MSCS-L, United States Treasury Bill 11/19/2026, SOFI TECHNOLOGIES SWAP JNST-L, SOFI TECHNOLOGIES - L -CANTOR.

How can PortView analyze SOFX overlap with other ETFs?

PortView computes the holdings overlap between SOFX and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.