The exchange-traded funds for community and regional banks have surged since the election. The construction industry ETF suggests a stalling housing market.
Homebuilder sentiment rose to 70 in December, the highest since 2005, but single-family housings starts for November disappointed.
Stocks held slight gains through to Monday's close even as Wall Street faced uncertainty surrounding deadly events in Germany and Turkey.
Harvest Volatility Advisors managing director Dennis Davitt is bullish on both KB Home, and the SPDR S&P Homebuilders ETF.