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Upturn AI Summary
Amplify AI Powered Equity ETF(AIEQ)
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 AIEQ
10/26/2026: AIEQ (2-star) is currently NOT-A-BUY. Pass it for now.
AIEQ is an actively managed ETF that employs a proprietary AI system to select U.S. equities, aiming to capture growth across various market caps. Its main strength lies in its systematic approach, which removes human behavioral bias and processes vast data arrays to identify opportunities. The fund serves as a satellite 'alpha' holding rather than a core portfolio component. Investors should be aware of risks such as model-driven underperformance, high expense ratios, and significant volatility. It is best suited for risk-tolerant, forward-looking investors who want to gain exposure to AI-driven investment strategies and are prepared to monitor the fund's performance against broader market benchmarks.
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 | Strong fit | The AI model is designed to prioritize stocks with strong growth potential. |
| Momentum investor | Strong fit while signal remains positive | The fund's dynamic nature allows it to follow market momentum as identified by the AI system. |
| Value investor | Mixed fit | The AI may rotate into value stocks, but this is secondary to the fund's growth-oriented objectives. |
| Dividend/Income investor | Weak fit | The fund does not focus on dividend yield or income generation as a primary mandate. |
| Low-risk investor | Weak fit | The strategy's high turnover and active bets create volatility that may exceed conservative risk tolerances. |
Investor Profile
Ideal Investor Profile
The ideal investor is a sophisticated individual or institutional participant who believes in the long-term utility of artificial intelligence in financial markets.
Suitability
AIEQ is best suited for long-term investors seeking a satellite position in a diversified portfolio to capture potential alpha through technology-driven, active management.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | The AI-driven strategy can lead to frequent rebalancing and high volatility. |
| Market risk | High | As a 100% equity fund, it is directly exposed to broad stock market declines. |
| Concentration | Medium | The model may concentrate holdings in specific sectors at times. |
| Tracking/expense | Medium | The higher expense ratio requires the fund to generate significant alpha to justify costs. |
| Liquidity | Medium | Lower average volume compared to major benchmarks can impact exit costs. |
| Business/sector quality | Medium | The AI model's selection process relies on the quality of underlying data signals. |
Risk Analysis
Volatility
AIEQ historically experiences volatility consistent with an aggressive, actively managed equity fund that frequently shifts its underlying holdings.
Market Risk
The fund is subject to systematic equity market risk, meaning it will likely decline during broad market downturns regardless of its AI-driven selection.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-Cap U.S. Equities | 65 | The portfolio maintains significant exposure to large-cap companies that the AI identifies as having strong growth characteristics. |
| Market capitalization | Mid/Small-Cap U.S. Equities | 30 | The AI model rotates into smaller companies to capture alpha during periods of favorable market sentiment or fundamental improvement. |
| Cash/collateral | Cash and Equivalents | 5 | A small portion of the fund is held in cash to manage daily liquidity needs and transaction flexibility. |
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 31.49% | Avg. Invested days 63 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/26/2026 |
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