ETF Trends publisher Tom Lydon appeared on CNBC’s Closing Bell on Monday to talk about the $120 billion in year-to-date inflows into ETFs, including global exchange traded products adding $62.9 billion in February, the best February flows on record and record year-to-date pace.

Lydon talked about positive inflows, including shift to low-cost products such as iShares Core S&P 500 ETF (NYSEArca: IVVand Vanguard 500 Index (NYSEArca: VOOas option for S&P 500 play.

IVV recently crossed over to $100 billion AUM, becoming only the second ETF to have over $100 billion in assets, behind SPDR S&P 500 ETF Trust (SPY) $237 billion.

Increased interest for smaller U.S. companies as Trump focuses on domestic economy; iShares Core S&P Small-Cap ETF (NYSEArca: IJR), iShares Core S&P Mid Cap ETF (IJH) small/mid-caps.

Lydon talked about enthusiasm for U.S. equities – the Trump-induced stock market rally.

However, he noted growing caution on Trump’s ability to enact these pro-growth policies in a timely fashion.

Examples include the replacement for the Affordable Care Act, Obamacare, which is stumbling in a Republican-controlled Congress.

Any setbacks may indicate Trump’s future ability to pass other initiatives, like tax cuts.

Click here to watch the video on CNBC.

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