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Upturn AI Summary
Amplify Bloomberg AI Value Chain ETF(AIVC)
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 AIVC
10/28/2026: AIVC (2-star) is currently NOT-A-BUY. Pass it for now.
AIVC provides focused exposure to companies across the AI value chain, from hardware manufacturers to software developers. Its strength lies in its specialized approach to capturing the growth of AI, managed actively to navigate the sector's rapid evolution. It serves best as a thematic satellite holding within a broader growth portfolio. Investors should be aware of high volatility and concentration risk inherent in this industry. It is most suitable for long-term investors comfortable with market fluctuations who monitor AI adoption 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 focuses on the high-growth potential of the artificial intelligence sector. |
| Momentum investor | Strong fit while signal remains positive | AI-related stocks often exhibit strong momentum trends that this fund captures. |
| Value investor | Weak fit | Many AI-chain companies command high valuation multiples, making them less suitable for traditional value strategies. |
| Dividend/Income investor | Weak fit | The fund emphasizes capital appreciation over dividend income, as most AI companies reinvest earnings. |
| Low-risk investor | Weak fit | The concentrated nature of the AI sector results in high volatility, which is unsuitable for low-risk profiles. |
Investor Profile
Ideal Investor Profile
Investors with a high risk tolerance who believe in the long-term transformative power of artificial intelligence.
Suitability
Best suited for long-term growth-oriented investors looking to complement a core portfolio with thematic exposure.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Technology-heavy portfolios are prone to significant price swings. |
| Market risk | Medium / high | The fund is subject to general economic downturns and tech sector pullbacks. |
| Concentration | High | Focusing on a single sector increases sensitivity to industry-specific regulatory or demand shocks. |
| Tracking/expense | Medium | Active management entails higher costs and potential performance deviation from broader market indices. |
| Liquidity | Medium | Smaller assets under management can sometimes result in reduced liquidity during extreme market stress. |
| Business/sector quality | Medium / high | Dependency on the rapidly changing AI market requires continuous innovation by portfolio companies. |
Risk Analysis
Volatility
AIVC exhibits higher volatility than broad market indices due to its thematic focus.
Market Risk
The primary risk is the concentration of assets in the AI sector, which may react negatively to broader tech market corrections or changes in interest rate sentiment.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Industry | Semiconductors & AI Hardware | 45 | These companies provide the essential processing power and hardware required for AI model training and deployment. |
| Industry | Cloud Computing & Data Centers | 30 | Data infrastructure providers are critical to the storage and computational needs of modern AI applications. |
| Industry | AI Software & Services | 20 | Software companies developing AI-enabled applications capture the value created by end-user adoption. |
| Cash/collateral | Cash and Equivalents | 5 | A small cash buffer is maintained for liquidity needs and portfolio rebalancing. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type ETF | Historic Profit 62.94% | Avg. Invested days 74 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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