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- Upturn Summary
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Upturn AI Summary
Northern Lights Fund Trust IV - Inspire 100 ETF(BIBL)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for BIBL
10/02/2026: BIBL (3-star) is currently NOT-A-BUY. Pass it for now.
BIBL provides exposure to 100 large-cap US companies filtered through a strict biblically responsible investing (BRI) screen. The ETF is a strong choice for investors who want to combine equity market participation with their moral values, offering a transparent, rules-based strategy. While it provides diversification across sectors, its concentrated 100-stock portfolio and exclusionary criteria create performance risks relative to broader benchmarks like the S&P 500. Investors should monitor how the fund's sector exclusions impact long-term returns, as it may underperform during periods where excluded sectors are dominant. It is ideal for values-aligned retail investors seeking a sustainable and principled approach to equity investing.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The fund focuses on large-cap US companies with growth characteristics that pass its ethical screens. |
| Momentum investor | Strong fit while signal remains positive | Momentum investors may find opportunity here when the underlying large-cap growth stocks are performing well. |
| Value investor | Mixed fit | The fund's focus on screening and growth may sometimes overlook deep-value opportunities. |
| Dividend/Income investor | Mixed fit | While some holdings may pay dividends, the primary goal is capital appreciation rather than yield generation. |
| Low-risk investor | Weak fit | As an equity-focused fund, it carries inherent market volatility that may exceed the tolerance of low-risk investors. |
Investor Profile
Ideal Investor Profile
Investors seeking to achieve capital growth in US equities while ensuring their capital is not allocated to companies that conflict with specific biblical values.
Suitability
Best suited for long-term investors who prioritize value-alignment over absolute market-tracking efficiency.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | As an equity fund, its price will fluctuate with the broader stock market. |
| Market risk | Medium / high | Macroeconomic factors affecting the US stock market directly impact the fund's value. |
| Concentration | Medium | The fund is limited to 100 holdings, which can increase exposure to individual stock performance compared to a total market index. |
| Tracking/expense | Low | The expense ratio is competitive for a niche, actively managed index fund. |
| Liquidity | Low | The underlying assets are large-cap, typically providing high liquidity for the fund. |
| Business/sector quality | Medium | Exclusionary screens may limit exposure to certain high-performing sectors. |
Risk Analysis
Volatility
BIBL exhibits volatility consistent with a concentrated portfolio of 100 large-cap US equities.
Market Risk
The fund is subject to systemic market risk; its ethical screens do not provide a hedge against broader market downturns.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | United States Equity | 98 | The fund invests exclusively in US-based large-cap companies. |
| Cash/collateral | Cash and Equivalents | 2 | A small portion of the portfolio is held in cash to manage daily liquidity and transactional needs. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 12.38% | Avg. Invested days 71 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/02/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 2, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $493.94M |
| Issuer | Inspire |
| Expense Ratio | 0.35000000000000003% |
| Distribution Yield | 0.93% |
| Inception | Oct 30, 2017 |
Performance
| Period | Total Return |
|---|---|
| YTD | +21.87% |
| 1 Year | +25.10% |
| 3 Year | +21.49% |
| 5 Year | +9.49% |
| 10 Year | +0.00% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 18.05% |
| 3Y Volatility | 16.93% |
| 3Y Sharpe Ratio | 0.9 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mid Cap | 53.84% |
| Large Cap | 38.73% |
| Small Cap | 7.12% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 34.33% |
| Industrials | 24.19% |
| Real Estate | 10.88% |
| Financial Services | 8.71% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 25.38x |
| Portfolio P/B | 4.45x |
| Portfolio P/S | 3.5x |
| Holdings Turnover | 33.0% |
Top Holdings
| Holding | Weight |
|---|---|
| Caterpillar | 7.66% |
| Arista Networks | 5.79% |
| KLA | 4.98% |
| Amphenol | 4.27% |
| Interactive Brokers Group | 3.56% |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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