Key stats
About Northern Lights Fund Trust III PlanRock Alternative Growth ETF
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Inception date
Dec 19, 2023
Structure
Open-Ended Fund
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
PlanRock Wealth Management LLC
Distributor
Northern Lights Distributors LLC
PRAE seeks capital growth by rotating its investments between various growth segments. The fund invests in US and foreign equity ETFs, stocks, and alternative investments such as commodities, currencies, equity index futures, and other derivatives. The fund toggles its investments among outperforming growth market segments based on a proprietary methodology that analyzes upside or downside trends, momentum, and market valuation. Allocation to equity market segments and other growth markets are adjusted depending on the trend of a particular market. To preserve capital, the fund takes long positions in market uptrends and goes short in market downturns using equity index futures, interest rate futures, commodity equities and currency futures. The funds strategy is designed to have low correlation to equity markets with similar or less volatility.
Classification
What's in the fund
Exposure type
ETF
Cash
Bonds, Cash & Other100.00%
ETF83.30%
Cash16.70%
Top 10 holdings
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.