The 3 Year Anniversary of the Astoria Equal Weight Quality King s ETF (ticker: ROE) highlights a strong and differentiated approach to tilting away from mega caps.

Earnings came through strong this quarter, but rising long-term yields are testing the rally. We ask whether profit growth can carry markets from here.

Market commentary The US economy has remained resilient over the past three years, despite challenges such as tariffs, elevated inflation, and the recent conflict involving Iran. Business activity and the labor market both remain robust. Market breadth has returned, supported by strong earnings. Equal-weight and small-cap stocks have regained leadership, driven by double-digit median earnings-per-share (EPS) growth across the S&P 500. This indicates that gains are not limited

First half of 2026 sees a shift in leadership

Institutional investment management, enhanced efficiency, and more time to focus on clients.

With SpaceX's highly anticipated IPO expected on June 12, we wanted to share our latest research to help you stay informed. At Astoria, we've been doing the work to help our clients understand what this means for their portfolios. Here are the three things every investor should know: Key takeaways: • Scale & Financials: SpaceX generated $18.7B in revenue in FY2025 (+33% YoY), driven primarily by Starlink connectivity ($11.4B revenue, 63% EBITDA margin). The IPO targets a ~

S&P 500 Posts Best Month Since November 2020 Despite lingering geopolitical tensions, higher oil prices, and renewed inflation concerns, equities moved higher in April, supported by a strong start to the Q1 earnings season and resilient economic growth. After approaching correction territory late last month, the S&P 500 rebounded to post seven record closing highs, gaining more than 10% for its strongest monthly performance since November 2020. The tech-heavy Nasdaq-100 also

S&P 500 Posts Worst Quarter Since Q3 2022 Amid heightened Iran tensions, growing stress in private credit, and a rotation out of AI-related names, large-cap equities struggled in Q1 2026. The S&P 500 Index declined 4.3%, marking its worst quarter since Q3 2022, while the tech-heavy Nasdaq 100 Index fell even further, down 5.8%. Meanwhile, the S&P 500 Equal Weight Index eked out a modest 0.7% gain. Despite a difficult March, other rotational pockets were able to hold onto gain

Broadening Market Leadership Persists in February Amid heightened scrutiny of AI-related capex, geopolitical tensions, and a hotter-than-expected inflation report late in the month, US large-cap equities came under pressure in February, with the Nasdaq 100 and S&P 500 declining 2.3% and 0.8%, respectively. However, market leadership continued to broaden beyond mega-caps, as the S&P 500 Equal Weight Index (+3.6%) outperformed its market-cap-weighted counterpart. International

Broad Market Leadership Opens 2026 Despite early volatility driven by global bond market stress, tariff-related tensions, renewed inflation concerns, and uncertainty surrounding Federal Reserve leadership, equities finished January higher, with the S&P 500 reaching new all-time highs. On the back of strong economic data and earnings, market leadership broadened beyond mega-caps as the S&P 500 Equal Weight Index (+3.4%) outperformed its market cap-weighted counterpart (+1.5%).

Source: ETF Prime. January 15, 2026 John Davi of Astoria Portfolio Advisors LLC joins Nate Geraci on this week’s ETF Prime to break down Astoria’s 10 ETF picks for 2026. Warranties & Disclaimer There are no warranties implied. Past performance is not indicative of future results. Information presented herein is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment

Dear Clients, I wanted to take a moment to wish you and your families a happy and healthy holiday season . It has been a pleasure working with you this past year, and we are grateful for the trust you continue to place in us. 2025 was an important year of progress for Astoria, and I wanted to highlight a few notable firm enhancements. We expanded headcount in several key areas. Bruce Lavine joined us as Chief Operating Officer and now leads our ETF division . Will Pham join

Source: ETF.com . November 20, 2025 Warranties & Disclaimer There are no warranties implied. Past performance is not indicative of future results. Information presented herein is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. The returns in this report are based on data from f

Source ChampC I read an article that bonds are having a “good year” as the AGG index is up 7% year to date (as of Nov. 11, 2025). That’s great, but the reality is investors lost nearly 50% of that to inflation, according to government statistics ( CPI Report ). And if you incorporate “real world inflation,” I estimate that investors could have lost significantly more of their total return to inflation. Investors, we have argued for the past 5+ years, should own tangible asset

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