Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
iShares Core Aggressive Allocation ETF(AOA)
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 AOA
10/19/2026: AOA (2-star) is currently NOT-A-BUY. Pass it for now.
iShares Core Aggressive Allocation ETF (AOA) provides investors with a professionally managed, 80/20 diversified portfolio of global stocks and bonds through a single ticker. Its primary strengths are its low expense ratio, high liquidity, and the convenience of automatic rebalancing, making it an excellent core holding for long-term investors. While it offers broad participation in global economic growth, it carries significant market risk due to its high equity exposure, which can result in portfolio volatility during downturns. The fund is best suited for growth-oriented investors who prefer a 'set-it-and-forget-it' strategy. Key factors to monitor include global interest rate trends and macroeconomic indicators that influence broad stock market performance.
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 80% equity allocation is specifically designed to capture significant long-term capital appreciation. |
| Momentum investor | Mixed fit | While the fund holds growth assets, its passive rebalancing strategy does not chase momentum signals. |
| Value investor | Mixed fit | The fund provides broad market exposure rather than a value-tilted approach, making it a neutral choice for value investors. |
| Dividend/Income investor | Mixed fit | The bond component provides some income, but the fund is primarily structured for growth rather than high yield. |
| Low-risk investor | Weak fit | The 80% equity weight is too volatile for investors who prioritize capital preservation. |
Investor Profile
Ideal Investor Profile
The ideal investor is someone with a long time horizon (10+ years) who desires a diversified, growth-focused portfolio without the burden of manual rebalancing.
Suitability
Best for long-term investors and passive index followers; generally unsuitable for active traders or those needing capital protection in the short term.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | The high equity exposure means the portfolio will experience significant market swings during downturns. |
| Market risk | High | The fund is broadly exposed to global stock and bond markets, making it susceptible to systemic economic events. |
| Concentration | Low | The fund is exceptionally well-diversified across thousands of securities globally. |
| Tracking/expense | Low | The low expense ratio and efficient structure result in minimal drag on performance relative to the index. |
| Liquidity | Low | High trading volume ensures that investors can trade large positions without significant price impact. |
| Business/sector quality | Medium | Broad exposure means the fund is subject to the quality of the underlying constituent companies and government issuers. |
Risk Analysis
Volatility
AOA experiences moderate to high volatility typical of an equity-heavy (80%) portfolio, requiring a long-term time horizon.
Market Risk
The fund is fully invested in market-dependent assets, meaning it has high correlation to the performance of global stock and bond markets.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Equities | US Large-Cap, Mid-Cap, and Small-Cap Stocks | 53 | Provides core exposure to the growth potential of the broad US equity market. |
| Equities | International Developed and Emerging Market Stocks | 27 | Adds geographical diversification and exposure to global economic growth outside of the US. |
| Fixed-income type | Total US and International Bond Markets | 19 | Serves as a volatility buffer and provides income to balance the equity portion of the portfolio. |
| Cash/collateral | Cash and Cash Equivalents | 1 | Small residual cash position held for liquidity and rebalancing needs. |
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 31.54% | Avg. Invested days 82 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/19/2026 |
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.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.