AIEQ - ETF AI Analysis
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Ai Powered Equity Etf (AIEQ)
Rating:73Outperform
Price Target:―
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)
AUM114.10M
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. Volume3,675
30 Day Avg. Volume5,011
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
55.33Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering160
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 and AI, with Nvidia, Apple, Microsoft, and Alphabet sitting in the driver’s seat. Lately, though, many of these stars have been losing a bit of shine, with Nvidia and Meta sliding and Microsoft and Amazon also looking soft, which has weighed on the fund. Alphabet has been steadier, helping to cushion the blow. While the ETF is marketed as total-market, its story right now is a tech-tilted, AI-focused portfolio where a handful of mega-cap names largely set the tone.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.51% | $8.52M | $4.58T | 70.04% | 76 Outperform | |
| Apple | 6.21% | $7.04M | $3.82T | 31.46% | 79 Outperform | |
| Microsoft | 4.62% | $5.25M | $2.75T | -4.52% | 79 Outperform | |
| Alphabet Class A | 3.54% | $4.02M | $3.83T | 101.88% | 85 Outperform | |
| Amazon | 3.13% | $3.56M | $2.56T | 28.94% | 71 Outperform | |
| Alphabet Class C | 2.58% | $2.92M | $3.83T | 98.07% | 82 Outperform | |
| Broadcom | 2.30% | $2.61M | $1.76T | 104.22% | 76 Outperform | |
| Meta Platforms | 2.10% | $2.38M | $1.59T | 15.87% | 76 Outperform | |
| JPMorgan Chase | 1.69% | $1.92M | $835.73B | 31.19% | 72 Outperform | |
| Berkshire Hathaway B | 1.51% | $1.71M | $1.05T | -8.44% | 66 Neutral |
AIEQ Technical Analysis
Positive
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Price Trends
44.82
Positive
44.94
Positive
44.41
Positive
Market Momentum
-0.06
Negative
60.02
Neutral
95.54
Negative
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 43.72, equal to the 50-day MA of 44.82, and equal to the 200-day MA of 44.41, indicating a bullish trend. The MACD of -0.06 indicates Negative momentum. The RSI at 60.02 is Neutral, neither overbought nor oversold. The STOCH value of 95.54 is Negative, 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
45.14
9.98
28.38%
SYLD
Cambria Shareholder Yield ETF
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AUSF
Global X Adaptive U.S. Factor ETF
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ULTY
YieldMax Ultra Option Income Strategy ETF
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BGDV
Bahl & Gaynor Dividend ETF
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HLAL
Wahed FTSE USA Shariah 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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