ETFs Moving After The SOTU

President Barack Obama presented his second-to-last State of the Union address (SOTU) last night and it touched on a number of topics that could affect the stock market. There were a few nuggets that may have perked the ears of investors.

The speech hit on important topics such as

cybersecurity

and the progress of the President’s extensive health care reform. The two specific topics have ETFs that track the sectors mentioned and both are on the move today, January 21.

PureFunds ISE Cyber Security

The

PureFunds ISE Cyber Security ETFHACK

consists of 30 companies that focus on infrastructure, software and hardware, as well as firms that offer consulting and monitoring of cyber risks.

The top individual holdings include:

AHNLab making up 5 percent of the ETF
Infoblox Inc BLOX with a 4.7 percent allocation
FireEye Inc FEYE coming in at 4.7 percent as well
KEYW Holding Corp. KEYW at 4.6 percent

The ETF is heavily distributed across five countries with the United States at 72 percent, Israel at 12 percent, the Netherlands at 5 percent and South Korea at 5 percent. Since its inception on November 11, 2014, HACK is up 4.5 percent and recently the volume has been increasing as investors realize the longer-term threats in the sector. The ETF has an expense ratio of 0.75 percent.

iShares Dow Jones US Health Care

The iShares Dow Jones US Health Care(ETF) IHF is made up of 51 U.S.-based companies that provide health insurance, diagnostics and specialized treatment. The holdings are broken down into five sectors, with the vast majority (95 percent) invested in health care providers and services.

The top individual holdings include:

United Health Group Inc. UNH at 14.5 percent

Express Scripts Holding Company ESRX making up 10.1 percent

Anthem Inc ANTM coming in at 7.1 percent

The

healthcare

ETF is up 28 percent over the last 12 months and up 16 percent over the last six months. IHF has an expense ratio of 0.43 percent.

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