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Upturn AI Summary
Amplify ETF Trust - Amplify Natural Resources Dividend Income ETF(NDIV)
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 NDIV
10/28/2026: NDIV (2-star) has a low Upturn Star Rating. Not recommended to BUY.
NDIV provides focused exposure to global natural resource companies with an emphasis on dividend income through active management. Its main strengths include its ability to filter for high-yielding, quality assets and its potential as an inflation hedge. It serves as a tactical income component or a natural resource sleeve within a diversified portfolio. Primary risks involve its heavy concentration in cyclical energy and material sectors, which are susceptible to volatile commodity prices and regulatory headwinds. It is best suited for income-oriented investors who can tolerate sector-specific volatility and should be monitored for shifts in global commodity demand.
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 capital appreciation is a goal, the fund's focus on income may limit total growth compared to aggressive sector-specific funds. |
| Momentum investor | Strong fit while signal remains positive | When commodity prices are in a sustained uptrend, the fund's concentration can provide strong momentum-based returns. |
| Value investor | Strong fit | Natural resource companies often trade at low multiples, making them attractive to value-oriented investors. |
| Dividend/Income investor | Strong fit | The fund is specifically designed to provide high yields from the natural resources sector, making it an excellent income tool. |
| Low-risk investor | Weak fit | High volatility inherent in the natural resource sector makes this fund unsuitable for conservative, risk-averse portfolios. |
Investor Profile
Ideal Investor Profile
Income-seeking investors looking for commodity exposure and those using natural resources as a long-term inflation hedge.
Suitability
Best for long-term investors comfortable with cyclical volatility; not intended for short-term active trading.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Commodity prices and energy stocks are notoriously volatile and subject to global market swings. |
| Market risk | Medium / high | General market downturns often negatively impact resource-heavy portfolios. |
| Concentration | High | The fund is heavily concentrated in energy and materials, lacking exposure to other sectors. |
| Tracking/expense | Medium | Active management costs more and may deviate significantly from standard sector benchmarks. |
| Liquidity | Medium | Lower trading volumes compared to mega-cap ETFs can lead to higher trading costs for large orders. |
| Business/sector quality | Medium | The sector is prone to boom-bust cycles that can impair individual company dividends. |
Risk Analysis
Volatility
NDIV exhibits high volatility consistent with commodity-dependent equity sectors.
Market Risk
The primary risk is the inherent instability of global energy and material prices affecting company valuations.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Energy (Oil, Gas, Consumable Fuels) | 45 | Provides significant income and growth potential tied to global energy demand and commodity prices. |
| Sector | Materials (Metals, Mining, Chemicals) | 35 | Offers exposure to industrial commodities and base materials essential for global infrastructure. |
| Sector | Agriculture and Related Industries | 15 | Acts as an inflation hedge and provides defensive characteristics within the natural resource space. |
| Cash/collateral | 5 | Maintained for liquidity purposes to manage redemptions and tactical rebalancing. |
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 -18.69% | Avg. Invested days 34 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  1.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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