AIEQ - ETF AI Analysis
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Ai Powered Equity Etf (AIEQ)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and over the past month, indicating positive recent momentum.
Leading Technology and Growth Holdings
Top positions include well-known technology and growth companies that have generally delivered strong or steady results, helping support the fund’s returns.
Broad Sector Diversification
Holdings are spread across many sectors, which helps reduce the impact if any single industry runs into trouble.
Negative Factors
High Expense Ratio
The fund’s fee is relatively high for an ETF, which can slowly eat into long-term returns compared with lower-cost options.
Heavy U.S. Market Concentration
Almost all assets are invested in U.S. companies, offering little diversification across different countries and economies.
Mixed Performance Among Top Holdings
Several large positions have been weak or lagging this year, which could drag on the fund if they do not recover.
AIEQ vs. SPDR S&P 500 ETF (SPY)
AUM120.91M
RegionNorth America
Expense Ratio0.75%
Beta1.09
IssuerAmplify
Inception DateOct 17, 2017
Dividend Yield0.39%
Asset ClassEquity
Index TrackedAI Powered Equity Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume4,433
30 Day Avg. Volume4,690
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
60.33Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering161
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
AIEQ Summary
AIEQ is an AI Powered Equity ETF that follows the AI Powered Equity Index, using artificial intelligence to pick U.S. stocks from across the total market. It holds many well-known companies such as Nvidia, Apple, Microsoft, Amazon, and JPMorgan Chase, with a big tilt toward technology but also exposure to financials, communication services, and consumer companies. Someone might invest in AIEQ for growth potential and diversification, while also liking the idea of an AI-driven stock selection process. A key risk is that it is heavily exposed to tech and U.S. stocks, so its price can rise and fall sharply with that part of the market.
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
AIEQ is leaning heavily on U.S. Big Tech and AI winners, with Nvidia, Apple, Alphabet, Amazon, and Microsoft forming the core engine of the fund. Nvidia and Broadcom have been rising over the past few months, helping power returns as AI and semiconductors stay in the spotlight. Apple and Alphabet look steady to mixed, still pulling their weight despite some recent choppiness. On the other hand, Microsoft, Meta, and Tesla are losing steam, acting as a drag. Overall, this is a tech-centric, U.S.-focused ETF whose fortunes are closely tied to the mood around mega-cap growth and AI.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.21% | $8.89M | $4.91T | 18.61% | 76 Outperform | |
| Apple | 6.08% | $7.50M | $4.90T | 53.70% | 79 Outperform | |
| Alphabet Class C | 4.59% | $5.66M | $4.22T | 83.82% | 82 Outperform | |
| GE Vernova Inc. | 4.01% | $4.95M | $284.26B | 90.70% | 69 Neutral | |
| Targa Resources | 3.35% | $4.13M | $60.72B | 72.90% | 74 Outperform | |
| Meta Platforms | 3.30% | $4.07M | $1.64T | -9.41% | 76 Outperform | |
| Netflix | 3.20% | $3.95M | $287.10B | -45.19% | 73 Outperform | |
| Microsoft | 3.15% | $3.89M | $2.93T | -21.13% | 79 Outperform | |
| Williams-Sonoma | 3.14% | $3.87M | $26.89B | 29.70% | 75 Outperform | |
| Uber Technologies | 2.73% | $3.36M | $147.50B | -20.83% | 74 Outperform |
AIEQ Technical Analysis
Positive
―
Price Trends
49.44
Positive
47.41
Positive
46.30
Positive
Market Momentum
0.27
Positive
55.52
Neutral
42.47
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 49.65, equal to the 50-day MA of 49.44, and equal to the 200-day MA of 46.30, indicating a bullish trend. The MACD of 0.27 indicates Positive momentum. The RSI at 55.52 is Neutral, neither overbought nor oversold. The STOCH value of 42.47 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
50.03
7.26
16.97%
SYLD
Cambria Shareholder Yield ETF
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FDMO
Fidelity Momentum Factor ETF
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HLAL
Wahed FTSE USA Shariah ETF
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AUSF
Global X Adaptive U.S. Factor ETF
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VFMF
Vanguard U.S. Multifactor 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.
DisclaimerThis 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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