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Upturn AI SWOT - About
Amplify ETF Trust (AIEQ)
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Upturn Advisory Summary
07/14/2025: AIEQ (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 26.18% | Avg. Invested days 56 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 07/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.26 | 52 Weeks Range 31.27 - 42.62 | Updated Date 06/29/2025 |
52 Weeks Range 31.27 - 42.62 | Updated Date 06/29/2025 |
Upturn AI SWOT
Amplify ETF Trust
ETF Overview
Overview
Amplify ETF Trust offers a range of specialized ETFs focusing on disruptive innovation, income generation, and tactical allocation strategies. They aim to provide investors with targeted exposure to specific sectors and investment themes.
Reputation and Reliability
Amplify ETFs is a relatively newer issuer known for its innovative and niche-focused ETF offerings. Their reputation is growing, but they have less historical data compared to larger, established firms.
Management Expertise
Amplify ETFs assembles experienced portfolio managers and strategists for each of their ETFs, often partnering with specialized research firms to enhance their expertise in specific sectors.
Investment Objective
Goal
The primary goal varies by individual Amplify ETF, ranging from maximizing income, capturing specific sector growth, or generating alpha through active management.
Investment Approach and Strategy
Strategy: Amplify ETFs employs a variety of strategies, including active management, index tracking (often with modified weighting schemes), and options-based strategies.
Composition The composition depends on the specific ETF. They hold various asset classes, including stocks, bonds, commodities, and derivatives, based on the ETF's objective.
Market Position
Market Share: Varies significantly depending on the specific Amplify ETF. Individual fund market share can range from small to moderate.
Total Net Assets (AUM): Dependent on the specific ETF within the Amplify ETF Trust.
Competitors
Key Competitors
- ARKK
- BOTZ
- VTVT
Competitive Landscape
The ETF market is highly competitive with numerous providers offering similar exposures. Amplify differentiates itself through niche strategies and thematic investing. Advantages include focused expertise and potential for higher returns, while disadvantages may involve higher fees and increased risk due to concentration.
Financial Performance
Historical Performance: Historical performance varies greatly across individual Amplify ETFs. Performance should be evaluated relative to their specific benchmarks and investment objectives.
Benchmark Comparison: Performance relative to benchmarks differs significantly based on the specific Amplify ETF and its strategy.
Expense Ratio: Expense ratios vary by ETF but are generally in the range of 0.50% to 0.95%.
Liquidity
Average Trading Volume
Liquidity varies by ETF, with some having high trading volumes and tight spreads, while others are less liquid.
Bid-Ask Spread
Bid-ask spreads vary across Amplify ETFs, reflecting differences in trading volume and investor interest.
Market Dynamics
Market Environment Factors
Performance is affected by overall market conditions, sector-specific trends, interest rate movements, and investor sentiment towards specific investment themes.
Growth Trajectory
Growth trends depend on investor appetite for niche strategies and the performance of underlying assets. Changes in strategy and holdings may occur to adapt to market conditions.
Moat and Competitive Advantages
Competitive Edge
Amplify ETFs distinguishes itself through innovative, thematic ETFs targeting specific investment trends. They also use options-based strategies to generate income. They partner with specialized research providers to enhance expertise. However, their competitive edge depends on the continued performance and investor demand for these targeted exposures.
Risk Analysis
Volatility
Volatility varies significantly by ETF based on the underlying assets. Some ETFs exhibit higher volatility due to concentrated sector exposure or active management.
Market Risk
Market risk depends on the underlying assets of each ETF. Sector-specific ETFs are subject to sector risk, while broad market ETFs are subject to general market risk.
Investor Profile
Ideal Investor Profile
The ideal investor varies by ETF but generally includes those seeking targeted exposure to specific sectors, thematic investments, or income-generating strategies.
Market Risk
Suitability varies. Some Amplify ETFs are appropriate for long-term investors, while others are better suited for active traders or those seeking short-term tactical opportunities.
Summary
Amplify ETF Trust offers specialized ETFs that cater to niche investment themes and strategies. Their suite includes active and passive strategies, designed to target specific sectors, income generation, or tactical allocations. Investors considering Amplify ETFs should carefully evaluate each fund's investment objective, risk profile, and expense ratio. Due to their focused approach, Amplify ETFs may exhibit higher volatility and are best suited for investors with a clear understanding of their chosen strategy and risk tolerance.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Amplify ETFs Website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
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.
About Amplify ETF Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund uses a "passive" or indexing approach to try to achieve the fund"s investment objective. The index invests primarily in equity securities listed on the iShares Core S&P Total U.S. Stock Market ETF based on the results of a proprietary, quantitative model developed by EquBot Inc. (the "index provider") that runs on the IBM Watson" platform. EquBot is a technology-based company focused on applying artificial intelligence based solutions to investment analyses.
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.