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Upturn AI Summary
First Trust Active Factor Large Cap ETF(AFLG)
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 AFLG
09/24/2026: AFLG (2-star) has a low Upturn Star Rating. Not recommended to BUY.
AFLG is an actively managed ETF that provides diversified exposure to US large-cap equities using a quantitative factor-selection strategy. By prioritizing metrics like value and quality, it aims to outperform traditional market-cap-weighted indices over the long term. Its primary strengths include a disciplined, rules-based approach and high-quality security selection, though it carries a higher expense ratio and lower liquidity than passive alternatives. Investors should be aware of risks related to factor underperformance and broader market sensitivity. It is best suited for long-term investors looking for a systematic, active core holding within their portfolio.
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 the fund holds large-cap stocks, its factor-based approach may underweight high-growth momentum names if they do not meet valuation or quality criteria. |
| Momentum investor | Strong fit while signal remains positive | The fund incorporates momentum as one of its core selection factors, making it attractive when market trends are persistent. |
| Value investor | Strong fit | The fund's quantitative model often emphasizes value-oriented metrics, appealing to investors seeking more disciplined valuation exposure. |
| Dividend/Income investor | Mixed fit | The fund is primarily focused on capital appreciation rather than optimizing for high dividend yields. |
| Low-risk investor | Weak fit | As an equity-heavy fund, it remains subject to standard market volatility and systemic equity risk. |
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking a core US large-cap equity position but who prefers an active, systematic approach over passive indexing in hopes of achieving superior risk-adjusted returns.
Suitability
This fund is best suited for long-term investors comfortable with active strategy fluctuations and who have a medium-to-high risk tolerance.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Equity markets inherently carry price fluctuations that can affect portfolio value over short periods. |
| Market risk | High | The fund is fully exposed to the systematic risks impacting the broader US large-cap equity market. |
| Concentration | Medium | The factor-selection process may lead to overweighting certain sectors, increasing sensitivity to those specific areas. |
| Tracking/expense | Medium | Active management costs and tracking deviation from the broader market can impact net returns. |
| Liquidity | Low | Large-cap stocks are generally highly liquid, though the ETF's own trading volume could impact execution costs. |
| Business/sector quality | Low / none | The strategy specifically screens for quality, which acts as a mitigating factor for business risk. |
Risk Analysis
Volatility
AFLG exhibits volatility consistent with the broad US equity market, though its factor-tilt may slightly dampen or amplify moves depending on market conditions.
Market Risk
The fund is highly sensitive to broad economic and market developments, as it holds large-cap equities that comprise the bulk of US market capitalization.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Large-Cap Equities | 98.5 | The fund focuses on large, established US companies that represent the primary driver of its performance. |
| Cash/collateral | Cash and Cash Equivalents | 1.5 | A small cash buffer is maintained for operational liquidity and daily portfolio 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 39.1% | Avg. Invested days 68 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/24/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 25, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $785.16M |
| Issuer | First Trust |
| Expense Ratio | 0.5499999999999999% |
| Distribution Yield | 0.7% |
| Inception | Dec 3, 2019 |
| Index Tracked | Stuttgart Goldman Sachs ActiveBeta US Large Cap (USD) |
Performance
| Period | Total Return |
|---|---|
| YTD | +13.91% |
| 1 Year | +16.01% |
| 3 Year | +22.54% |
| 5 Year | +12.32% |
| 10 Year | +0.00% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 11.63% |
| 3Y Volatility | 12.53% |
| 3Y Sharpe Ratio | 1.25 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mid Cap | 36.99% |
| Mega Cap | 33.89% |
| Large Cap | 20.20% |
| Small Cap | 8.55% |
| Micro Cap | 0.22% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 39.78% |
| Financial Services | 9.65% |
| Communication Services | 9.34% |
| Consumer Cyclicals | 8.46% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 16.1x |
| Portfolio P/B | 3.73x |
| Portfolio P/S | 1.84x |
| Holdings Turnover | 55.0% |
Top Holdings
| Holding | Weight |
|---|---|
| NVIDIA | 8.14% |
| Apple | 6.77% |
| Alphabet Class A | 5.87% |
| Microsoft | 4.00% |
| Broadcom | 2.50% |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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