Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
Gabelli Financial Services Opportunities ETF(GABF)
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 GABF
11/06/2026: GABF (2-star) is currently NOT-A-BUY. Pass it for now.
GABF is an actively managed ETF providing focused exposure to the financial services sector. It achieves this by utilizing a fundamental, value-based stock selection process managed by the experienced team at Gabelli. Its main strengths lie in its active mandate, which differentiates it from the massive passive indices that dominate the space. It is best suited for investors looking to overweight financials while trusting professional management to navigate the sector's cycles. Key risks include heavy concentration in a single industry, sensitivity to interest rates, and higher costs relative to broad-market index funds.
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 | Mixed fit | The fund focuses on value and quality rather than pure aggressive growth. |
| Momentum investor | Weak fit | This is an active, research-driven fund, not a systematic momentum strategy. |
| Value investor | Strong fit | The fund's core strategy aligns well with value-oriented stock picking within the financial sector. |
| Dividend/Income investor | Strong fit | Many financial services companies in the portfolio are established dividend payers. |
| Low-risk investor | Weak fit | Sector-specific exposure to financial services carries inherent market and economic sensitivity. |
Investor Profile
Ideal Investor Profile
Investors seeking targeted, active exposure to the financial services sector who believe in the manager's ability to pick winners.
Suitability
Best for long-term investors comfortable with sector-specific volatility who prefer active management over passive tracking.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Financial stocks are often sensitive to interest rate changes and market cycles. |
| Market risk | High | A downturn in the financial sector will negatively impact the fund's net asset value. |
| Concentration | High | The fund is concentrated within a single sector (financials), reducing diversification. |
| Tracking/expense | Medium | Active management costs are higher than passive alternatives. |
| Liquidity | Medium | Lower trading volumes for smaller ETFs can affect execution costs. |
| Business/sector quality | Medium | Performance relies heavily on the health of the financial services industry. |
Risk Analysis
Volatility
GABF exhibits volatility consistent with the financial sector, which is often cyclical and sensitive to interest rate policy.
Market Risk
The primary risk is sector-specific exposure; because it lacks non-financial diversification, it is fully exposed to systemic financial industry downturns.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Financial Services Equities | 95 | This provides broad exposure to the financial services industry, including banking, insurance, and diversified finance companies. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Small cash reserves are held to provide liquidity for rebalancing and managing portfolio adjustments. |
Analysis of Past Performance
Type ETF | Historic Profit 42.52% | Avg. Invested days 68 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/06/2026 |
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.