AGIQ - ETF AI Analysis
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SoFi Agentic AI ETF (AGIQ)
Rating:73Outperform
Price Target:―
Positive Factors
Leading AI-Focused Holdings
The ETF’s largest positions include well-known technology and AI-related companies that have generally shown strong or improving performance, helping support the fund’s returns.
Sector Diversification Within Growth Areas
While technology is the main focus, the fund also holds industrial, health care, consumer, and communication services stocks, spreading risk across several growth-oriented sectors.
Recent Short-Term Momentum
The ETF has shown strong gains over the past month, suggesting improving short-term momentum despite weaker results over the last few months.
Negative Factors
High Expense Ratio
The fund’s fee is relatively high for an ETF, which can eat into long-term returns compared with lower-cost alternatives.
Concentrated Top Holdings
A small group of stocks makes up a large share of the portfolio, so poor performance from just a few companies could significantly hurt overall results.
Recent Overall Underperformance
The ETF’s performance over the year to date and the last three months has been weak, reflecting pressure from several lagging top holdings and adding risk for investors seeking near-term gains.
AGIQ vs. SPDR S&P 500 ETF (SPY)
AUM10.46M
RegionNorth America
Expense Ratio0.69%
Beta1.51
IssuerSoFi
Inception DateSep 03, 2025
Dividend Yield0.37%
Asset ClassEquity
Index TrackedBITA US Agentic AI Select Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume6,642
30 Day Avg. Volume9,417
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
29.76Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering26
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
AGIQ Summary
The SoFi Agentic AI ETF (AGIQ) is a fund that follows the BITA US Agentic AI Select Index, focusing on U.S. companies using advanced artificial intelligence in areas like robots, cloud computing, cybersecurity, and chips. It holds well-known names such as Nvidia and Alphabet (Google), along with other tech and industrial leaders. Someone might invest in AGIQ to tap into the long-term growth potential of AI while spreading their money across many companies instead of picking single stocks. A key risk is that it is heavily focused on technology and AI, so its price can swing up and down more than the overall market.
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
AGIQ is leaning hard into U.S. AI leaders, with a clear tilt toward Big Tech, chips, and automation. Nvidia and Alphabet are still key engines for the fund, rising over the past few months even after some recent choppiness. Teradyne, Arista Networks, and Palo Alto Networks are powering ahead, reflecting strong demand for AI hardware and cybersecurity. On the other side, Tesla has been losing steam and Thermo Fisher is lagging, acting as mild brakes on performance. Overall, the ETF is concentrated in U.S. tech-centric names riding the AI wave.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Tesla | 6.69% | $699.87K | $1.50T | 16.17% | 73 Outperform | |
| Nvidia | 6.68% | $699.34K | $5.10T | 44.72% | 76 Outperform | |
| Alphabet Class C | 6.49% | $678.66K | $4.46T | 110.10% | 82 Outperform | |
| Teradyne | 6.14% | $642.78K | $68.55B | 423.12% | 71 Outperform | |
| Deere | 5.66% | $592.53K | $159.06B | 16.44% | 66 Neutral | |
| Palo Alto Networks | 5.38% | $562.92K | $234.54B | 40.86% | 73 Outperform | |
| Qualcomm | 5.33% | $558.09K | $238.32B | 44.90% | 80 Outperform | |
| Arista Networks | 5.33% | $557.64K | $213.65B | 89.84% | 83 Outperform | |
| Rockwell Automation | 5.17% | $540.79K | $52.72B | 47.64% | 71 Outperform | |
| Thermo Fisher | 5.13% | $536.47K | $172.66B | 15.94% | 72 Outperform |
AGIQ Technical Analysis
Neutral
―
Price Trends
23.34
Negative
22.25
Positive
22.45
Positive
Market Momentum
-0.03
Positive
46.22
Neutral
21.69
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For AGIQ, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 24.11, equal to the 50-day MA of 23.34, and equal to the 200-day MA of 22.45, indicating a neutral trend. The MACD of -0.03 indicates Positive momentum. The RSI at 46.22 is Neutral, neither overbought nor oversold. The STOCH value of 21.69 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for AGIQ.
AGIQ Peer Comparison
Comparison Results
Performance Comparison
AGIQ
SoFi Agentic AI ETF
23.33
3.44
17.30%
MILN
Global X Millennial Consumer ETF
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CCSO
Carbon Collective Climate Solutions U.S. Equity ETF
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XPND
First Trust Expanded Technology ETF
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LRNZ
TrueShares Technology, AI & Deep Learning ETF
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EPAI
Harbor AI Inflection Strategy 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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