AIEQ - ETF AI Analysis

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Ai Powered Equity Etf (AIEQ)

Rating:74Outperform

Price Target:―

AIEQ, the Ai Powered Equity ETF, earns a solid overall rating, mainly because it is heavily invested in high-quality tech leaders like Apple, Microsoft, and Alphabet, which all show strong financial performance, growth in areas like cloud and AI, and generally positive market sentiment. These strengths are partly offset by holdings such as Amazon, Meta, and Tesla, where high valuations, mixed technical signals, and issues like cash flow management or regulatory and expense risks introduce more uncertainty. The fund is also notably concentrated in large U.S. technology and AI-focused companies, which means its performance is closely tied to how this single sector and theme behave.

Positive Factors

Leading Mega-Cap Tech Exposure

The fund’s largest positions include well-known technology leaders, which have historically been key drivers of stock market growth.

Broad Sector Diversification

Holdings spread across technology, financials, communication services, health care, and several other sectors help reduce reliance on any single industry.

Focused U.S. Market Exposure

With almost all assets in U.S. companies, the ETF offers targeted exposure to the U.S. equity market for investors who want to concentrate there.

Negative Factors

High Expense Ratio

The fund charges relatively high annual fees, which can eat into returns over time compared with lower-cost ETFs.

Recent Weak Performance

The ETF has shown weak returns over the past month, three months, and year to date, which may concern performance-focused investors.

Concentration in Underperforming Tech Giants

Several of the largest technology holdings have recently delivered weak or lagging performance, which can weigh on the overall fund.

AIEQ vs. SPDR S&P 500 ETF (SPY)

AUM118.48M

RegionNorth America

Expense Ratio0.75%

Beta1.11

IssuerAmplify

Inception DateOct 17, 2017

Dividend Yield0.43%

Asset ClassEquity

Index TrackedAI Powered Equity Index - Benchmark TR Gross

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume4,610

30 Day Avg. Volume5,210

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

55.01

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering161

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

AIEQ Summary

AIEQ is the AI Powered Equity ETF, which follows the AI Powered Equity Index. Instead of a human manager picking stocks, it uses artificial intelligence to scan the U.S. stock market and choose companies it thinks have strong return potential. It holds many well-known names like Nvidia and Apple, along with other large U.S. companies across technology, finance, health care, and more. Someone might invest in AIEQ for growth potential and diversification with a tech-forward approach. A key risk is that it is heavily tilted toward technology stocks and can go up and down sharply with the stock 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 into U.S. Big Tech, with Nvidia, Apple, Microsoft, Alphabet, Amazon, and Meta forming the core engine under the hood. Lately, Alphabet and Amazon have been the steadier climbers, helping to prop up returns, while Apple, Microsoft, Meta, and Tesla look more like they’re catching their breath after a strong run, dragging on near-term performance. With technology clearly in the driver’s seat and financials like JPMorgan playing a smaller supporting role, this is very much a U.S.-centric, AI-and-cloud-flavored growth story.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
NVDA	Nvidia	6.97%	$8.20M	$4.23T	39.54%	76 Outperform
AAPL	Apple	6.14%	$7.22M	$4.06T	18.94%	79 Outperform
MSFT	Microsoft	5.18%	$6.10M	$3.08T	0.22%	79 Outperform
AMZN	Amazon	3.31%	$3.89M	$2.49T	-1.35%	71 Outperform
GOOG	Alphabet Class C	2.92%	$3.43M	$4.02T	64.03%	82 Outperform
GOOGL	Alphabet Class A	2.91%	$3.42M	$4.02T	74.06%	85 Outperform
META	Meta Platforms	2.71%	$3.19M	$1.69T	-5.09%	76 Outperform
AVGO	Broadcom	2.35%	$2.76M	$1.46T	32.78%	76 Outperform
TSLA	Tesla	1.92%	$2.26M	$1.52T	7.36%	73 Outperform
JPM	JPMorgan Chase	1.55%	$1.82M	$863.69B	17.32%	72 Outperform

AIEQ Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

45.26

Positive

100DMA

45.01

Positive

200DMA

43.24

Positive

Market Momentum

MACD

0.12

Positive

RSI

51.77

Neutral

STOCH

52.71

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 45.64, equal to the 50-day MA of 45.26, and equal to the 200-day MA of 43.24, indicating a neutral trend. The MACD of 0.12 indicates Positive momentum. The RSI at 51.77 is Neutral, neither overbought nor oversold. The STOCH value of 52.71 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

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
AIEQ	―	―	$118.48M	0.75%	―
AUSF	―	―	$919.02M	0.27%	―
SYLD	―	―	$897.25M	0.59%	―
PLDR	―	―	$824.67M	0.59%	―
ABFL	―	―	$801.21M	0.49%	―
PFM	―	―	$768.77M	0.52%	―

Performance Comparison

AIEQ

Ai Powered Equity Etf

45.64

4.10

9.87%

AUSF

Global X Adaptive U.S. Factor ETF

―

SYLD

Cambria Shareholder Yield ETF

―

PLDR

Putnam Sustainable Leaders ETF

―

ABFL

Fcf Us Quality Etf

―

PFM

Invesco Dividend Achievers ETF

―

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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