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AIEQ - ETF AI Analysis
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Ai Powered Equity Etf (AIEQ)
Rating:71Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several key holdings, including Nvidia, Microsoft, and Broadcom, have delivered strong year-to-date performance, driving the ETF's returns.
Technology Sector Leadership
With over 35% exposure to the technology sector, the ETF benefits from the strong performance of leading tech companies.
Healthy Year-to-Date Performance
The ETF has shown solid year-to-date growth, indicating strong overall momentum in its portfolio.
Negative Factors
High Expense Ratio
The ETF's expense ratio of 0.75% is higher than many passive funds, which could eat into long-term returns.
Over-Concentration in U.S. Market
With nearly 100% exposure to U.S. companies, the ETF lacks geographic diversification and is vulnerable to domestic market downturns.
Underperforming Holdings
Some holdings, such as Avery Dennison and PPG Industries, have shown weak year-to-date performance, potentially dragging on overall returns.
AIEQ vs. SPDR S&P 500 ETF (SPY)
AUM118.82M
RegionNorth America
Expense Ratio0.75%
Beta1.12
IssuerAmplify
Inception DateOct 17, 2017
Dividend Yield0.58%
Asset ClassEquity
Index TrackedAI Powered Equity Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume3,888
30 Day Avg. Volume5,365
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
54.02Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering160
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
AIEQ Summary
The AI Powered Equity ETF (AIEQ) is a fund that uses artificial intelligence to pick stocks from the total U.S. market. It focuses on companies across various sectors, with a strong emphasis on technology, consumer cyclical, and communication services. Some of its top holdings include well-known companies like Nvidia and Microsoft. Investors might consider AIEQ for its innovative approach and potential for growth through AI-driven stock selection. However, new investors should be aware that its performance can be heavily influenced by the tech sector, which tends to be more volatile.
How much will it cost me?The expense ratio for AIEQ is 0.75%, meaning you’ll pay $7.50 per year for every $1,000 invested. This is higher than average because AIEQ is actively managed, using advanced AI technology to select stocks rather than tracking a simple index.
What would affect this ETF?The AIEQ ETF, heavily focused on technology and consumer sectors, could benefit from continued innovation and growth in AI and tech companies like Nvidia and Microsoft, which are among its top holdings. However, it may face challenges from rising interest rates or economic slowdowns, which could negatively impact growth-oriented sectors and consumer spending. Additionally, regulatory changes in the tech industry or geopolitical tensions in the U.S., its primary geographic focus, could pose risks to its performance.
AIEQ Top 10 Holdings
The AIEQ ETF leans heavily into technology, with Nvidia and Microsoft leading the charge thanks to their focus on AI and cloud innovation, though recent mixed momentum has tempered their performance. Apple’s steady climb adds a touch of resilience, while Meta’s struggles with expenses and regulatory challenges have weighed on the fund. Broadcom’s AI-driven growth shines, but valuation concerns linger. With a strong U.S. focus and a tech-heavy tilt, this fund is riding the AI wave, though some names are losing steam along the way.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 6.25% | $7.43M | $4.25T | 30.37% | 76 Outperform | |
| Microsoft | 5.16% | $6.13M | $3.56T | 6.99% | 79 Outperform | |
| Tesla | 4.74% | $5.63M | $1.53T | 5.21% | 73 Outperform | |
| JPMorgan Chase | 4.41% | $5.24M | $867.09B | 32.75% | 72 Outperform | |
| United Rentals | 4.29% | $5.09M | $52.07B | 5.07% | 73 Outperform | |
| Amazon | 4.21% | $5.00M | $2.42T | -0.56% | 71 Outperform | |
| Apple | 4.21% | $5.00M | $4.11T | 12.15% | 79 Outperform | |
| Cardinal Health | 3.82% | $4.54M | $47.09B | 67.81% | 66 Neutral | |
| Dexcom | 3.54% | $4.21M | $26.12B | -13.25% | 79 Outperform | |
| Airbnb | 3.29% | $3.90M | $79.03B | -1.95% | 71 Outperform |
AIEQ Technical Analysis
Positive
―
Price Trends
45.03
Positive
44.49
Positive
41.83
Positive
Market Momentum
0.14
Negative
52.42
Neutral
69.74
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For AIEQ, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 44.67, equal to the 50-day MA of 45.03, and equal to the 200-day MA of 41.83, indicating a bullish trend. The MACD of 0.14 indicates Negative momentum. The RSI at 52.42 is Neutral, neither overbought nor oversold. The STOCH value of 69.74 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for AIEQ.
AIEQ Peer Comparison
Comparison Results
Performance Comparison
AIEQ
Ai Powered Equity Etf
45.12
4.28
10.48%
SYLD
Cambria Shareholder Yield ETF
―
―
―
PLDR
Putnam Sustainable Leaders ETF
―
―
―
ABFL
Fcf Us Quality Etf
―
―
―
PFM
Invesco Dividend Achievers ETF
―
―
―
AUSF
Global X Adaptive U.S. Factor 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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