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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
09/25/2026: AIRR (2-star) is currently NOT-A-BUY. Pass it for now.
AIRR provides targeted exposure to U.S. small- and mid-cap companies involved in the industrial renaissance and domestic regional banking. By combining these two sectors, the fund seeks to capture the growth of the U.S. manufacturing ecosystem. Its strengths include a clear, thematic investment strategy and exposure to a market segment often overlooked by broad-market industrial ETFs. Key risks involve cyclical economic sensitivity, higher expense ratios compared to passive alternatives, and concentration in specific sectors. It is best suited for growth-oriented investors with a long-term time horizon who want to capitalize on domestic infrastructure and manufacturing trends.
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 fund targets companies positioned to benefit from domestic industrial expansion and long-term manufacturing growth. |
| Momentum investor | Strong fit while signal remains positive | The thematic nature of the fund often aligns with positive sentiment in the U.S. manufacturing cycle. |
| Value investor | Mixed fit | While many industrials are value-oriented, the specific selection strategy may include growth-leaning small caps. |
| Dividend/Income investor | Mixed fit | The fund emphasizes capital appreciation rather than high-yield income generation. |
| Low-risk investor | Weak fit | Small and mid-cap concentration creates higher volatility compared to broad-market indices. |
Investor Profile
Ideal Investor Profile
Investors seeking thematic exposure to the U.S. industrial and manufacturing sector who are comfortable with the inherent volatility of small- and mid-cap companies.
Suitability
Best suited for long-term investors looking to tilt their portfolio toward domestic manufacturing; not ideal for short-term tactical traders due to liquidity profiles.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Small and mid-cap stocks exhibit higher price swings than large-cap benchmarks. |
| Market risk | Medium | General economic downturns will negatively impact the industrial and financial sectors within the fund. |
| Concentration | High | The focus on specific industrial and regional banking themes reduces sector diversification. |
| Tracking/expense | Medium | The higher expense ratio requires the fund to outperform to justify its active-style management fees. |
| Liquidity | Medium | Lower trading volume in mid-cap holdings can lead to higher transaction costs during market volatility. |
| Business/sector quality | Medium | Exposure to regional banks links the fund to interest rate cycles and credit quality issues. |
Risk Analysis
Volatility
AIRR exhibits moderate to high volatility due to its concentration in small- and mid-cap industrial and financial stocks.
Market Risk
The fund is highly sensitive to the economic cycle; it performs well during expansions but can struggle significantly during recessions or periods of industrial slowdown.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Industrials (Manufacturing, Engineering, Construction) | 65 | This core allocation captures the direct beneficiaries of increased domestic industrial activity and infrastructure investment. |
| Sector | Financials (Regional Community Banks) | 25 | These holdings provide exposure to local lenders that finance the small-to-mid-cap industrial businesses in the portfolio. |
| Market capitalization | Small and Mid-Cap Equities | 10 | Focusing on smaller firms allows for potential growth capture that is often missed by broad-market industrial indices. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
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 09/25/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 26, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $9.21B |
| Issuer | First Trust |
| Expense Ratio | 0.7000000000000001% |
| Distribution Yield | 0.1% |
| Inception | Mar 10, 2014 |
Performance
| Period | Total Return |
|---|---|
| YTD | +8.29% |
| 1 Year | +11.99% |
| 3 Year | +27.46% |
| 5 Year | +21.89% |
| 10 Year | +18.52% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 27.14% |
| 3Y Volatility | 26.53% |
| 3Y Sharpe Ratio | 0.83 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
| Sustainability Rating | 1 / 5 |
| Benchmark | MSCI ACWI NR USD |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Small Cap | 83.02% |
| Micro Cap | 8.62% |
| Mid Cap | 8.15% |
Top Sectors
| Sector | Weight |
|---|---|
| Industrials | 87.57% |
| Financial Services | 7.28% |
| Technology | 3.98% |
| Utilities | 1.17% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 21.67x |
| Portfolio P/B | 3.08x |
| Portfolio P/S | 1.63x |
| Holdings Turnover | 48.0% |
Top Holdings
| Holding | Weight |
|---|---|
| IES Holdings | 3.87% |
| Forgent Power Solutions | 3.54% |
| Kratos Defense & Security Solutions | 3.41% |
| Powell Industries | 3.01% |
| RBC Bearings | 2.90% |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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