Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
iShares A.I. Innovation and Tech Active ETF(BAI)
Top performer 
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 BAI
11/12/2026: BAI (5-star) is currently NOT-A-BUY. Pass it for now.
BAI is an actively managed ETF providing exposure to companies driving the artificial intelligence revolution. Its main strengths include the expertise of BlackRock management and the flexibility of an active strategy compared to passive competitors. It is best used as a satellite position for growth-seeking portfolios. Key risks include high sector concentration, valuation sensitivity, and regulatory scrutiny on major tech companies. It is most suitable for investors comfortable with high volatility who seek to capture long-term technological transformation.
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 high-growth companies at the forefront of the artificial intelligence revolution. |
| Momentum investor | Strong fit while signal remains positive | AI-focused technology stocks often exhibit strong momentum characteristics favored by this strategy. |
| Value investor | Weak fit | AI stocks typically trade at high valuation multiples, which may conflict with traditional value criteria. |
| Dividend/Income investor | Weak fit | This is a growth-oriented fund and does not prioritize the generation of dividend income. |
| Low-risk investor | Weak fit | High exposure to innovative technology sectors entails significant price volatility. |
Investor Profile
Ideal Investor Profile
The ideal investor is a growth-focused individual looking for concentrated exposure to the AI sector with a long-term time horizon.
Suitability
Best suited for long-term growth-oriented investors rather than active day traders or those seeking stable income.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Technology-heavy portfolios often experience significant short-term price swings. |
| Market risk | Medium / high | Broader economic downturns can negatively impact growth-oriented equity valuations. |
| Concentration | Medium / high | Focusing on a single sector increases sensitivity to sector-specific headwinds. |
| Tracking/expense | Medium | Active management costs are higher and may lead to performance divergence from passive benchmarks. |
| Liquidity | Low | The underlying assets are generally large-cap stocks with high market liquidity. |
| Business/sector quality | Medium | Regulatory changes in the AI industry could impact the business models of portfolio holdings. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
BAI exhibits higher volatility consistent with aggressive growth technology funds.
Market Risk
The fund is highly sensitive to broad market sentiment toward technology and growth equities.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Information Technology (AI focus) | 65 | This exposure provides direct participation in the growth of AI software and infrastructure leaders. |
| Industry | Semiconductors and Semiconductor Equipment | 25 | Chip manufacturers are the essential hardware foundation for all artificial intelligence computing. |
| Cash/collateral | 10 | A small cash reserve is held to manage daily liquidity requirements and provide tactical flexibility. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type ETF | Historic Profit 30.12% | Avg. Invested days 56 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/12/2026 |
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.