HVACETF / FundAdvisorShares HVAC and Industrials ETF
Verdicts genuinely change. Free email alert the moment HVAC's does — no target price to set, unlike "Alert" above.
Whether this fund clears the published standards, and the filings behind that answer. The screen runs first and nothing on the trading side can override it.
Structure, momentum, positioning and levels. Separate from the Sharia verdict above, which this side never overrides.
AdvisorShares HVAC and Industrials ETF ETF · AdvisorShares Trust
23 holdings · as of 2026-06-30 (3.7 months ago) The fund may have traded since. SEC Form N-PORT is filed quarterly and lags the period it covers, so these are the most recent holdings on file, not the fund’s holdings today.
NON-COMPLIANT 10.31% of portfolio weight is in non-compliant holdings, over the 5% threshold.
23 holdings, 21 matched (95% of weight). Portfolio as of 2026-06-30, filed 2026-08-21. Source: SEC Form N-PORT.
0.22% of this portfolio’s income is non-permissible — weighted across holdings, computed over 83% of portfolio weight (18 of 23 holdings). The common approach purifies that proportion of income received — dividends — not of the position’s value. We report the ratio; what to do with it is a question for your own scholar.
84.7% compliant 0.0% questionable 10.3% non-compliant 5.0% unscreened
All holdings (23)
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| STRL STERLING INFRASTRUCTURE INC | COMPLIANT | 8.63% | AAOIFI2.2% Usmani10.6% Dow Jones Islamic3.3% S&P Shariah4.3% MSCI Islamic10.5% MSCI Islamic M-Series4.3% FTSE Shariah8.9% |
| FIX COMFORT SYSTEMS USA INC | COMPLIANT | 7.18% | AAOIFI0.6% Usmani4.4% Dow Jones Islamic1.2% S&P Shariah1.5% MSCI Islamic4.4% MSCI Islamic M-Series1.5% FTSE Shariah0.6% |
| JBL JABIL INC | COMPLIANT | 5.98% | AAOIFI11.7% Usmani16.3% Dow Jones Islamic16.6% S&P Shariah18.9% MSCI Islamic16.3% MSCI Islamic M-Series18.9% FTSE Shariah14.2% |
| APH AMPHENOL CORP | NON_COMPLIANT | 5.48% | AAOIFI9.5% Usmani42.0% Dow Jones Islamic13.3% S&P Shariah16.1% MSCI Islamic42.0% MSCI Islamic M-Series16.1% FTSE Shariah42.0% |
| CAT CATERPILLAR INC | COMPLIANT | 5.02% | AAOIFI1.6% Usmani5.3% Dow Jones Islamic2.0% S&P Shariah2.4% MSCI Islamic5.3% MSCI Islamic M-Series2.4% FTSE Shariah5.3% |
| VRT VERTIV HOLDINGS COMPANY | COMPLIANT | 4.89% | AAOIFI3.2% Usmani19.0% Dow Jones Islamic4.5% S&P Shariah5.7% MSCI Islamic19.0% MSCI Islamic M-Series5.7% FTSE Shariah18.5% |
| CW CURTISS-WRIGHT CORP | NON_COMPLIANT | 4.82% | AAOIFI5.7% Usmani21.1% Dow Jones Islamic5.9% S&P Shariah7.1% MSCI Islamic21.1% MSCI Islamic M-Series7.1% FTSE Shariah17.5% |
| TT TRANE TECHNOLOGIES PLC | COMPLIANT | 4.82% | AAOIFI4.5% Usmani19.3% Dow Jones Islamic5.0% S&P Shariah5.5% MSCI Islamic19.3% MSCI Islamic M-Series5.5% FTSE Shariah19.3% |
| BE BLOOM ENERGY CORP | COMPLIANT | 4.79% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| NVT NVENT ELECTRIC PLC | COMPLIANT | 4.67% | AAOIFI6.2% Usmani22.8% Dow Jones Islamic10.2% S&P Shariah11.5% MSCI Islamic22.8% MSCI Islamic M-Series11.5% FTSE Shariah20.9% |
| BELDEN INC | UNSCREENED | 4.66% | no in-house ratios for this holding |
| PWR QUANTA SERVICES INC | COMPLIANT | 4.63% | AAOIFI6.9% Usmani23.3% Dow Jones Islamic10.1% S&P Shariah12.1% MSCI Islamic23.3% MSCI Islamic M-Series12.1% FTSE Shariah21.5% |
| GEV GE VERNOVA INC | COMPLIANT | 4.43% | AAOIFI1.1% Usmani3.5% Dow Jones Islamic1.7% S&P Shariah2.0% MSCI Islamic3.5% MSCI Islamic M-Series2.0% FTSE Shariah3.5% |
| AAON AAON INC | COMPLIANT | 4.41% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| GNRC GENERAC HOLDINGS INC | COMPLIANT | 4.28% | AAOIFI10.8% Usmani21.2% Dow Jones Islamic11.6% S&P Shariah12.8% MSCI Islamic21.0% MSCI Islamic M-Series12.8% FTSE Shariah21.0% |
| AME AMETEK INC | COMPLIANT | 3.56% | AAOIFI4.2% Usmani13.9% Dow Jones Islamic5.1% S&P Shariah5.4% MSCI Islamic13.9% MSCI Islamic M-Series5.4% FTSE Shariah12.3% |
| MOD MODINE MANUFACTURING COMPANY | COMPLIANT | 3.22% | AAOIFI6.1% Usmani22.5% Dow Jones Islamic7.8% S&P Shariah9.3% MSCI Islamic22.4% MSCI Islamic M-Series9.3% FTSE Shariah17.3% |
| WLDN WILLDAN GROUP INC | COMPLIANT | 3.20% | AAOIFI8.2% Usmani14.0% Dow Jones Islamic8.2% S&P Shariah10.6% MSCI Islamic13.7% MSCI Islamic M-Series10.6% FTSE Shariah10.6% |
| MTZ MASTEC INC | COMPLIANT | 3.15% | AAOIFI16.4% Usmani33.2% Dow Jones Islamic19.2% S&P Shariah24.0% MSCI Islamic29.6% MSCI Islamic M-Series24.0% FTSE Shariah25.1% |
| FTV FORTIVE CORP | COMPLIANT | 3.06% | AAOIFI20.9% Usmani31.0% Dow Jones Islamic17.1% S&P Shariah15.8% MSCI Islamic31.0% MSCI Islamic M-Series15.8% FTSE Shariah30.1% |
| LGN LEGENCE CORP | COMPLIANT | 2.59% | AAOIFI19.4% Usmani32.0% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic32.0% MSCI Islamic M-Seriespass FTSE Shariah27.7% |
| DLR DIGITAL REALTY TRUST INC | COMPLIANT | 2.53% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| DREYFUS TRSRY SECURITIES | UNSCREENED | 0.37% | no in-house ratios for this holding |
The published standards disagree about this fund by 25 points of portfolio weight — 83.2% of it passes AAOIFI, 58.2% passes MSCI Islamic. Which number is yours depends on which standard you follow.
These bars are the financial-ratio result under each standard — debt, receivables and interest income. They do not screen what the business does, so a holding can pass every ratio here and still be questionable or non-compliant on activity. The blended verdict above accounts for both.
ratios pass on 83.2% ratios fail on 0.0% 17.2% not rated under AAOIFI
ratios pass on 74.6% ratios fail on 8.6% 17.2% not rated under Usmani
ratios pass on 68.6% ratios fail on 0.0% 31.8% not rated under Dow Jones Islamic
ratios pass on 68.6% ratios fail on 0.0% 31.8% not rated under S&P Shariah
ratios pass on 58.2% ratios fail on 10.4% 31.8% not rated under MSCI Islamic
ratios pass on 68.6% ratios fail on 0.0% 31.8% not rated under MSCI Islamic M-Series
ratios pass on 63.1% ratios fail on 5.5% 31.8% not rated under FTSE Shariah
21 of 23 listed holdings carry our own per-methodology verdicts (95% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 19 (86% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
Methodology breakdown computing — it will appear here on its own.
Trade setup
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Why this signal?
The factors behind the read, each shown with the figure it rests on, including the ones pointing the other way.
AdvisorShares HVAC and Industrials ETF (HVAC) is currently considered not halal (non-compliant), per our own look-through to its filed holdings. See its filed holdings and the weight breakdown below for the reasoning.
🕌 In-house Compliance Research
Computing the full ratio and business-activity breakdown for HVAC — this runs off the critical path so the page paints first. It will appear here on its own.
Pinch or scroll to zoom · drag to pan — both axes move · double-click to reset
Classic floor-trader pivots from the last completed daily bar. Highlighted pills are the levels bracketing the current price.
Price Forecast
The range is measured volatility (ATR over the horizon), not a target — a wider band means a more volatile asset, not a stronger view. The direction is the indicator tally below. Every forecast is recorded when made and scored against the real price when it comes due, including the wrong ones. Not a recommendation, and not a fatwa.
Technical Summary
Standard indicator thresholds (RSI 30/70, Stochastic 20/80, CCI ±100, Williams %R −80/−20, MACD histogram sign, price vs. average) computed on daily bars. A summary of what common indicators say — not a recommendation, and not this site's own trading verdict.
Every indicator, and what it reads
| Indicator | Value | Signal |
|---|---|---|
| RSI (14) | 34.40 | NEUTRAL |
| Stochastic %K (14) | 9.72 | BUY |
| CCI (20) | -174.73 | BUY |
| Williams %R (14) | -90.28 | BUY |
| MACD (12,26,9) | -0.33 | SELL |
| ROC (10) | -11.82 | SELL |
| Momentum (10) | -4.24 | SELL |
| EMA (10) | 32.89 | SELL |
| SMA (10) | 33.26 | SELL |
| EMA (20) | 33.45 | SELL |
| SMA (20) | 33.91 | SELL |
| EMA (30) | 33.74 | SELL |
| SMA (30) | 33.74 | SELL |
| EMA (50) | 34.30 | SELL |
| SMA (50) | 34.10 | SELL |
| EMA (100) | 35.25 | SELL |
| SMA (100) | 36.30 | SELL |
| EMA (200) | 35.15 | SELL |
| SMA (200) | 36.47 | SELL |
About AdvisorShares HVAC and Industrials ETF
The fund is an actively managed ETF that seeks to achieve its investment objective by investing in U.S. exchange traded equity securities consisting of common stock and ADRs of companies of any market capitalization. ADRs are securities traded on a local stock exchange that represent interests in securities issued by a foreign publicly listed company. The fund is non-diversified.
Background via Yahoo Finance — informational, not part of the verdict.
Weak — low conviction, small size or skip
SMC — Top Down
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
| Timeframe | Bias | Bars |
|---|---|---|
| 📅 Daily | RANGING | 41 |
| 🕐 1H | BEARISH | 16 |
| ⏱ 15-Min | BEARISH | 67 |
| ⏲ 5-Min | BEARISH | 202 |
Momentum & Volume
Rate of change and relative volume against this symbol's own recent history. Momentum describes what price has done; it is not a claim about what it will do.
Peer Movement
How the rest of the sector moved over the same window. Context for a price move, never a cause of one.
Peer movement computing — it will appear here on its own.
Before you act on this
The questions worth asking about any verdict on this page, answered plainly.
Is a fund screened on its name?
No. HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A fund marketed as Islamic still gets the same look-through as any other.
What does unrated weight mean?
It is the share of the fund whose holdings HTR cannot cover far enough to rate. It is reported as unrated rather than counted as compliant, because a holding nobody screened should not look like one that passed.
Does the issuer's board make it compliant?
It matters, and it is noted, but it does not replace the look-through. The board's judgement and the holdings screen are shown separately so you can see when they agree and when they do not.
How often is this re-screened?
When the fund files new holdings, and on a rolling basis besides. The date on the verdict above is the last time this fund was actually recomputed.
Open research, not a fatwa. HTR applies published screening standards to filings and publishes what they say, including when they disagree. Nothing here is financial advice or a recommendation to buy or sell. Verdicts can change when new filings land.
Compare with
Same screen, different answers. Comparison is where the standards disagreeing becomes useful rather than confusing.
Peer screening computing — it will appear here on its own.
Insider Activity (90d)
Insider transactions reported in the last ninety days. Insiders sell for reasons that have nothing to do with a view, so a sale on its own is not a signal.
NO DATA 0 buys · 0 sells
COT Positioning — E-MINI S&P 500 - CHICAGO MERCANTILE EXCHANGE
The weekly CFTC Commitments of Traders report for the broad market it tracks, not for this symbol. Positioning context for the tape — it says nothing about this company.
NEUTRAL report date 2026-10-13 · Asset managers net 915835 (+9220)
AI Summary
Plain-language summary of the evidence already on this page — the Sharia screen, structure, momentum, and order flow above. It explains the read; it doesn't make the call. Generated on demand (a live AI call), never run automatically.