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AGIQ - ETF AI Analysis
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SoFi Agentic AI ETF (AGIQ)
Rating:71Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several key positions, like Palantir and Nvidia, have delivered strong year-to-date performance, boosting the ETF's returns.
Sector Focus on Growth Areas
The ETF has significant exposure to technology and industrials, sectors known for innovation and growth potential.
Solid Year-to-Date Performance
The ETF has shown strong overall performance this year, which may appeal to investors seeking growth.
Negative Factors
High Expense Ratio
The ETF charges a relatively high fee compared to many other funds, which could eat into long-term returns.
Over-Concentration in U.S. Market
With nearly all assets invested in U.S. companies, the fund lacks geographic diversification and is vulnerable to domestic market risks.
Underperforming Holdings
Some holdings, like ServiceNow, have shown weak performance recently, which could weigh on future returns.
AGIQ vs. SPDR S&P 500 ETF (SPY)
AUM10.06M
RegionNorth America
Expense Ratio0.69%
Beta2.05
IssuerSoFi
Inception DateSep 03, 2025
Dividend YieldN/A
Asset ClassEquity
Index TrackedBITA US Agentic AI Select Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume14,490
30 Day Avg. Volume23,104
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
26.45Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering27
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
AGIQ Summary
The SoFi Agentic AI ETF (AGIQ) is an investment fund that focuses on companies leading the way in agentic artificial intelligence, a cutting-edge area of technology. It includes businesses in sectors like technology, healthcare, and industrials, with top holdings such as Tesla and Nvidia. This ETF tracks an index of U.S. companies involved in AI advancements like autonomous systems and cloud computing. Investors might consider AGIQ for its potential growth as AI continues to transform industries. However, it’s important to know that the ETF is heavily focused on tech-related companies, meaning its value can rise and fall with the tech sector’s performance.
How much will it cost me?The SoFi Agentic AI ETF (AGIQ) has an expense ratio of 0.69%, meaning you’ll pay $6.90 per year for every $1,000 invested. This is higher than average because it is actively managed to focus on a specialized theme in Robotics & AI, requiring more research and oversight. It’s designed to give investors targeted exposure to innovative companies in the AI sector.
What would affect this ETF?The SoFi Agentic AI ETF (AGIQ) could benefit from increasing demand for AI technologies across sectors like cloud computing, cybersecurity, and autonomous systems, as well as continued innovation by top holdings like Nvidia and Tesla. However, it may face challenges from regulatory scrutiny on AI development, economic slowdowns affecting technology investments, or rising interest rates that could pressure growth-focused companies. Its strong U.S. focus also makes it sensitive to domestic economic conditions.
AGIQ Top 10 Holdings
The SoFi Agentic AI ETF (AGIQ) is heavily concentrated in the technology sector, with standout names like Nvidia and Teradyne driving its performance thanks to strong financial results and AI-driven demand. Nvidia, a key player in AI and data centers, shows long-term promise despite recent mixed momentum. Teradyne has been rising steadily, benefiting from the AI boom, though valuation concerns linger. On the flip side, Tesla and Palantir are holding the fund back, with both stocks facing bearish technical trends and overvaluation worries. Overall, AGIQ’s U.S.-focused portfolio leans heavily into AI innovation, making it a high-potential but volatile thematic play.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Tesla | 6.78% | $669.70K | $1.42T | 28.14% | 73 Outperform | |
| Teradyne | 6.76% | $668.03K | $28.09B | 65.95% | 69 Neutral | |
| Nvidia | 6.22% | $614.65K | $4.38T | 33.19% | 76 Outperform | |
| Palantir Technologies | 6.03% | $595.94K | $395.10B | 150.98% | 69 Neutral | |
| Illumina | 5.47% | $540.62K | $19.83B | -10.08% | 73 Outperform | |
| CrowdStrike Holdings | 5.45% | $538.75K | $125.86B | 44.29% | 65 Neutral | |
| Thermo Fisher | 5.44% | $538.01K | $222.89B | 13.72% | 73 Outperform | |
| Intuitive Surgical | 5.43% | $536.65K | $203.56B | 6.62% | 78 Outperform | |
| Qualcomm | 5.10% | $503.93K | $176.86B | 5.59% | 80 Outperform | |
| Rockwell Automation | 5.07% | $501.22K | $44.23B | 33.58% | 71 Outperform |
AGIQ Technical Analysis
Positive
―
Price Trends
22.59
Negative
Market Momentum
-0.20
Positive
49.53
Neutral
63.29
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For AGIQ, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 22.80, equal to the 50-day MA of 22.59, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of -0.20 indicates Positive momentum. The RSI at 49.53 is Neutral, neither overbought nor oversold. The STOCH value of 63.29 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for AGIQ.
AGIQ Peer Comparison
Comparison Results
Performance Comparison
AGIQ
SoFi Agentic AI ETF
22.44
2.47
12.37%
AIPO
Defiance AI & Power Infrastructure ETF
―
―
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ELFY
ALPS Electrification Infrastructure ETF
―
―
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GPTY
YieldMax AI & Tech Portfolio Option Income ETF
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―
―
LRNZ
TrueShares Technology, AI & Deep Learning ETF
―
―
―
GAST
Gabelli Asset ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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