Back to Strategy Portfolios

Ranks 11-20 Improvers

Tradestie Score Based
57 Score

Value investing in financial services stocks ALRS and AAMI for 2026

Smart investors seeking the best financial services stocks in 2026 are discovering concentrated portfolios like the Ranks 11-20 Improvers for targeted exposure to undervalued names. This score-based strategy focuses on value investing within the financial services sector, delivering an alternative to broad sector ETFs while aiming for improved returns through selective holdings.

With Alerus Financial Corp (ALRS) at 52.5% and Acadian Asset Management Inc (AAMI) at 47.5%, the portfolio targets companies showing strong improvement metrics. Alerus Financial Corp (ALRS) offers banking and wealth services appealing to dividend income seekers, while Acadian Asset Management Inc (AAMI) provides asset management expertise suited to the 2026 market outlook and current valuation opportunities in a stabilizing economy.

This approach fits retirement portfolio builders and passive income seekers looking for financial services exposure. Key considerations include elevated volatility from 100% sector concentration, interest rate sensitivity, and limited diversification at 3.3/100, making it essential to monitor economic shifts.

Total Return
-11.27%
YTD Return
-7.80%
Daily Return
-1.45%
Holdings
2
Initial Value
$10000
Current Value
$8873
Tracking Since
Dec 26, 2025
Diversification
3
Sector Allocation
Financial Services
100%

Performance (30 Days)

Holdings

Ticker Weight Price Change 7DTD Total Return Score Alert Info Chart
ALRS 52.5% $33.23 -1.07% -2.61% +18.21% 43
AAMI 47.5% $89.85 -1.87% +0.08% +14.78% 39

Rebalance History

2026-08-04
ANSC dropped Return: +1.87%
2026-07-07
2026-06-22
AAMI dropped Return: -0.82%
2026-06-02
ADAM dropped Return: +5.11%
2026-05-27
2026-05-20
2026-05-06
2026-05-06
2026-04-27
APXT dropped Return: -0.05%
2026-04-14
BACC dropped Return: +0.69%
2026-04-06
2026-03-31
AMGN dropped Return: +2.60%
2026-03-24
2026-03-18
ARR dropped Return: -6.73%
2026-03-17
AAMI dropped Return: -6.53%
2026-03-16
ALKS dropped Return: -5.60%
2026-03-12
2026-03-06
AMG dropped Return: -11.31%
2026-03-04
AGM (-8.2%) ARR (Score: 61)
AGM (-8.2%) AAMI (Score: 61)
2026-02-19
2026-02-17
IBKR dropped Return: +4.00%
2026-02-16
2026-02-13
ADSE dropped Return: -12.84%
2026-02-11
INVZ dropped Return: -0.49%
2026-02-10
AERT dropped Return: -19.98%
2026-02-09
GCL dropped Return: -39.65%
2026-02-01
ARTW (+7.6%) ADSE (Score: 63)
AWI dropped Return: -8.36%
ADP dropped Return: -7.22%
CCC dropped Return: -10.30%
2026-01-29
AMPH (-5.7%) AMGN (Score: 69)
HSAI (-9.8%) INVZ (Score: 59)
2026-01-28
RPAY (-7.4%) AERT (Score: 59)
2026-01-27
GTM (-16.2%) GCL (Score: 57)
2026-01-16
RDW (+6.6%) ARTW (Score: 64)
2026-01-10
SHLS (-6.0%) AWI (Score: 69)
TLRY (-5.4%) ADP (Score: 66)
CAPR (-19.7%) ALKS (Score: 62)
BLSH (-6.7%) CCC (Score: 61)
PEW (-0.5%) AMPH (Score: 63)

Create Alert

AAPL