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- Upturn Summary
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Upturn AI Summary
Alpha Architect ETF Trust - Sparkline Intangible Value ETF(ITAN)
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 ITAN
10/28/2026: ITAN (2-star) has a low Upturn Star Rating. Not recommended to BUY.
ITAN offers investors exposure to U.S. companies that hold significant, often unrecognized, intangible value such as intellectual property and brand equity. By actively selecting stocks based on quantitative intangible-value metrics, the fund aims to uncover value that traditional accounting methods miss. Its main strengths include a unique investment angle and the high-quality quantitative research of its sub-advisor, though it carries risks related to its specialized focus, lower liquidity, and higher expense ratio compared to broad-market value ETFs. ITAN is best suited for long-term, factor-focused investors who want a dedicated tilt toward non-traditional value metrics as a supplement to their core holdings.
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 | Mixed fit | While it captures growth-related intangible assets, it is fundamentally a value-seeking strategy. |
| Momentum investor | Strong fit while signal remains positive | The fund's factor-based approach may align with positive momentum cycles in intangible-rich sectors. |
| Value investor | Strong fit | It is designed specifically for investors seeking value through unconventional, non-balance sheet metrics. |
| Dividend/Income investor | Weak fit | The strategy focuses on capital appreciation from intangible assets rather than current yield. |
| Low-risk investor | Weak fit | The specialized, factor-driven nature of the fund introduces higher idiosyncratic volatility. |
Investor Profile
Ideal Investor Profile
Sophisticated, long-term investors looking for a specialized factor-based tilt that deviates from standard accounting-based value strategies.
Suitability
Best suited for long-term investors who want to integrate a specific, research-backed factor into a larger, diversified portfolio.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | The concentrated factor approach can lead to higher volatility than broad market indices. |
| Market risk | Medium / high | General market downturns will negatively impact the underlying equity holdings. |
| Concentration | Medium | The fund may be overweight in specific sectors that score highly on the intangible value metric. |
| Tracking/expense | Medium | The active management strategy incurs a higher expense ratio than passive counterparts. |
| Liquidity | Medium | Lower trading volumes can make it harder to execute large trades without impacting price. |
| Business/sector quality | Medium | The success of the fund depends on the accuracy of the intangible value quantitative model. |
Risk Analysis
Volatility
ITAN exhibits moderate to high volatility typical of specialized, actively managed factor ETFs.
Market Risk
The fund is subject to systematic market risk and the specific risk that the intangible value factor may fall out of favor.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Equity | U.S. Large/Mid-Cap Equities | 98 | The portfolio consists of U.S. companies identified by the sub-advisor as having significant unrecorded intangible assets. |
| Cash/collateral | Cash and Cash Equivalents | 2 | The fund holds a minimal amount of cash for liquidity and operational purposes. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 58.65% | Avg. Invested days 97 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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