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- Upturn Summary
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Upturn AI Summary
First Trust RBA American Industrial RenaissanceTM ETF(AIRR)
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 AIRR
10/23/2026: AIRR (1-star) is currently NOT-A-BUY. Pass it for now.
AIRR provides targeted, active exposure to U.S. small- and mid-cap industrial companies and community banks, designed to capitalize on domestic manufacturing growth. Its primary strength lies in its specialized, thematic mandate overseen by experienced macro researchers, offering potential for alpha over broad industrial indices. It is best used as a tactical 'satellite' holding for growth-oriented investors. Key risks include high sector concentration and the inherent volatility of smaller-cap companies. Investors should monitor industrial output data and interest rate trends as primary drivers of fund performance.
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 | Strong fit | The focus on small- and mid-cap industrial companies aligns well with aggressive growth-oriented portfolios. |
| Momentum investor | Strong fit while signal remains positive | The industrial renaissance theme can experience strong momentum phases during economic upswings. |
| Value investor | Mixed fit | While some industrial firms are value-priced, the fund's growth objective may result in higher valuation multiples. |
| Dividend/Income investor | Mixed fit | The fund focuses on capital appreciation, though many constituent industrial and bank companies pay dividends. |
| Low-risk investor | Weak fit | Concentration in small-cap stocks and specific sectors creates volatility unsuitable for low-risk profiles. |
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking thematic, growth-oriented exposure to the U.S. domestic industrial recovery.
Suitability
AIRR is best suited for long-term investors looking to tilt their portfolio toward specific industrial themes, rather than as a primary core holding.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Small- and mid-cap stocks are generally more volatile than large-cap market averages. |
| Market risk | Medium | The fund is subject to general economic downturns that affect industrial output and banking profitability. |
| Concentration | High | The fund restricts itself to two specific sectors, increasing sensitivity to sector-specific shocks. |
| Tracking/expense | Medium | The active management fee is higher than passive index alternatives. |
| Liquidity | Medium | Some smaller-cap holdings may experience reduced liquidity during market stress. |
| Business/sector quality | Medium | The success of the strategy depends heavily on the accuracy of the management's economic outlook. |
Risk Analysis
Volatility
AIRR historically displays higher volatility than broad-market ETFs due to its concentration in small- and mid-cap equities.
Market Risk
The fund is sensitive to U.S. economic cycles, specifically the health of industrial manufacturing and the stability of local financial institutions.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Industry | Industrial Goods & Services | 65 | These companies benefit directly from the domestic industrial resurgence and increased capital spending. |
| Industry | Regional/Community Banking | 30 | Community banks provide the essential financing for local industrial businesses and infrastructure projects. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Maintains a small liquidity buffer for operational needs and rebalancing. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 49.28% | Avg. Invested days 65 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/23/2026 |
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