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Upturn AI Summary
ETFis Series Trust I - InfraCap REIT Preferred ETF(PFFR)
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)
Advisory Performance History (Simulated)
Upturn Advisory & Investor View for PFFR
10/28/2026: PFFR (2-star) is currently NOT-A-BUY. Pass it for now.
PFFR is an actively managed ETF that provides targeted exposure to preferred securities issued by REITs, aiming to deliver high current income. Its primary strength lies in the expertise of its management to select attractive yields within the niche real estate credit space. It is best used as a component of an income-focused portfolio rather than a core equity holding. Investors should be aware of significant risks related to interest-rate sensitivity, REIT sector concentration, and potential credit fluctuations. This fund is suitable for long-term investors prioritizing yield who are comfortable monitoring the health of the commercial real estate sector.
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 | Weak fit | This fund focuses on income rather than capital appreciation. |
| Momentum investor | Mixed fit | Momentum is a secondary factor, relevant only when interest rate trends support the REIT sector. |
| Value investor | Strong fit while signal remains positive | REIT preferreds can be undervalued relative to their yield, appealing to income-focused value investors. |
| Dividend/Income investor | Strong fit | The fund is specifically designed to provide a consistent and relatively high stream of income. |
| Low-risk investor | Mixed fit | While more stable than common stocks, preferreds still carry interest rate and sector-specific real estate risks. |
Investor Profile
Ideal Investor Profile
The ideal investor is an income-focused individual or entity seeking to diversify their portfolio with higher-yielding REIT preferred securities.
Suitability
Best suited for long-term income investors who understand the cyclical nature of both real estate and interest rates.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Preferred securities fluctuate with interest rate changes and market sentiment. |
| Market risk | Medium | Broader equity market downturns can impact the credit health of issuing REITs. |
| Concentration | High | The fund is highly concentrated in the REIT sector, increasing sensitivity to real estate cycles. |
| Tracking/expense | Low | The expense ratio is competitive for an actively managed niche fund. |
| Liquidity | Medium | Some smaller REIT preferreds may have lower trading volumes than broad market stocks. |
| Business/sector quality | Medium / high | The health of the underlying real estate market directly impacts issuer creditworthiness. |
Risk Analysis
Volatility
PFFR exhibits moderate to high volatility typical of interest-rate-sensitive preferred securities.
Market Risk
Exposure is concentrated in real estate issuers, making the fund highly susceptible to shocks in property markets and credit spreads.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Fixed-income type | REIT Preferred Securities | 98.5 | These securities provide the primary source of high current income for the fund. |
| Cash/collateral | Cash and Cash Equivalents | 1.5 | This small allocation facilitates daily liquidity and operational needs. |
Price Behavior

Flat / Range-Bound
The stock price has been trading within a narrow range with minimal directional movement.

Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 24.61% | Avg. Invested days 86 | Today’s Advisory PASS |
Upturn Advisory Rating ![]() | Upturn Advisory Performance | ETF Returns Performance |

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