Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
Astoria Dynamic Core US Fixed Income ETF(AGGA)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for AGGA
10/13/2026: AGGA (1-star) is currently NOT-A-BUY. Pass it for now.
AGGA is an actively managed ETF that provides broad exposure to US fixed-income markets by adjusting its portfolio based on Astoria’s macroeconomic outlook. Its main strengths include tactical management that seeks to navigate changing rate environments, providing a professional alternative to passive indexing. It is well-suited for investors seeking an income-generating core with risk management. However, investors must consider the higher expense ratio and lower liquidity compared to massive passive bond funds. Key factors to monitor include the manager’s performance during interest rate shifts and the overall cost effectiveness of the strategy.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | Fixed-income ETFs are generally used for preservation and income rather than capital appreciation. |
| Momentum investor | Mixed fit | Momentum investors may find utility in AGGA only during periods of strong, sustained bond market trends. |
| Value investor | Mixed fit | Value-oriented investors may use AGGA when interest rates are perceived as attractive or mispriced. |
| Dividend/Income investor | Strong fit | The fund is structured to provide steady income streams through a diversified bond portfolio. |
| Low-risk investor | Strong fit | AGGA is designed to provide risk-managed fixed-income exposure, making it suitable for conservative portfolios. |
Investor Profile
Ideal Investor Profile
Investors seeking professional management of fixed-income assets who are willing to pay a premium for active tactical shifts over passive market beta.
Suitability
Best suited for long-term investors looking for a diversified bond core that aims to adapt to macroeconomic cycles.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | Fixed-income markets fluctuate with interest rate changes, impacting the ETF's net asset value. |
| Market risk | Medium | Broad economic shifts, especially regarding interest rates, directly affect the performance of all bond holdings. |
| Concentration | Low | The fund holds a diverse mix of fixed-income instruments, limiting risk from any single issuer. |
| Tracking/expense | Medium | Higher expense ratios compared to passive index funds can create a drag on relative performance over time. |
| Liquidity | Medium | Lower average volume compared to industry titans may result in wider bid-ask spreads during market stress. |
| Business/sector quality | Low | The focus on investment-grade assets mitigates the risk of default within the portfolio. |
Risk Analysis
Volatility
Historical volatility is consistent with broad investment-grade bond indices, mitigated by active interest rate duration management.
Market Risk
The primary risk is interest rate sensitivity, where rising yields result in price declines for the underlying fixed-income securities.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Fixed-income type | US Treasury Bonds (Various Maturities) | 40 | Treasuries provide the portfolio with a foundation of safety and liquidity while managing overall interest rate sensitivity. |
| Fixed-income type | Investment Grade Corporate Bonds | 30 | Corporate bonds are included to enhance yield potential relative to government-only portfolios. |
| Fixed-income type | Mortgage-Backed Securities (MBS) | 20 | MBS exposure offers additional income diversification and structural differences from standard corporate or treasury debt. |
| Cash/collateral | Cash and Cash Equivalents | 10 | Cash holdings are maintained for liquidity and to provide flexibility to deploy capital when market opportunities arise. |
Price Behavior
Flat / Range-Bound
The stock price has been trading within a narrow range with minimal directional movement.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 1.49% | Avg. Invested days 80 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/13/2026 |
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.