AGIQ - ETF AI Analysis
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SoFi Agentic AI ETF (AGIQ)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Leading AI and Tech Holdings
Several of the largest positions, including major technology and cybersecurity names, have shown strong gains this year, helping support the fund’s overall performance.
Sector Diversification Within Innovation Themes
While technology is the largest slice, the fund also holds health care, industrials, communication services, and consumer cyclical stocks, spreading risk across multiple innovative industries.
Positive Year-to-Date Performance
The ETF has delivered a positive return so far this year, indicating that its strategy has been working in the recent market environment.
Negative Factors
High Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which means more of your returns are used to cover fees each year.
Concentrated Top Holdings
A relatively small group of stocks makes up a large share of the portfolio, increasing the impact that any one company’s performance can have on the fund.
US-Only Geographic Exposure
Almost all of the ETF’s assets are invested in U.S. companies, offering little geographic diversification if other regions perform better.
AGIQ vs. SPDR S&P 500 ETF (SPY)
AUM12.84M
RegionNorth America
Expense Ratio0.69%
Beta1.52
IssuerSoFi
Inception DateSep 03, 2025
Dividend Yield1.68%
Asset ClassEquity
Index TrackedBITA US Agentic AI Select Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume7,231
30 Day Avg. Volume5,205
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
32.24Price 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 leading in artificial intelligence, especially in areas like autonomous systems, cloud computing, cybersecurity, and computer chips. It holds well-known names such as Nvidia and Alphabet (Google), along with other tech, healthcare, and industrial firms using AI to transform their businesses. Someone might invest in AGIQ to seek long-term growth and get diversified exposure to many AI-focused companies in one investment. A key risk is that it is heavily tied to technology and AI stocks, which can be very volatile and may rise or fall sharply.
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. agentic AI leaders, with a tech-heavy mix that puts Nvidia and Alphabet near the center of the story—both have been generally rising, giving the fund a solid backbone in AI chips and cloud. Cybersecurity names like CrowdStrike and Palo Alto Networks are also climbing, adding momentum from the digital defense side. On the flip side, Tesla has been lagging, acting like a weight on the portfolio despite its AI ambitions. Health-tech players such as Illumina and Thermo Fisher are quietly steady to strong, rounding out a diversified but clearly AI-focused, U.S.-centric lineup.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Tesla | 6.36% | $816.17K | $1.49T | -12.58% | 73 Outperform | |
| Alphabet Class C | 6.20% | $796.00K | $4.29T | 41.97% | 82 Outperform | |
| CrowdStrike Holdings | 6.14% | $788.24K | $269.31B | 113.69% | 67 Neutral | |
| Palantir Technologies | 5.95% | $764.31K | $502.24B | 16.10% | 74 Outperform | |
| Nvidia | 5.85% | $751.61K | $5.45T | 26.93% | 76 Outperform | |
| Illumina | 5.71% | $732.90K | $41.78B | 197.99% | 71 Outperform | |
| Palo Alto Networks | 5.63% | $723.26K | $330.33B | 91.28% | 73 Outperform | |
| Intuitive Surgical | 5.39% | $691.49K | $151.08B | -3.28% | 78 Outperform | |
| Qualcomm | 5.15% | $661.26K | $186.26B | 9.35% | 80 Outperform | |
| Arista Networks | 5.08% | $651.62K | $265.97B | 47.36% | 83 Outperform |
AGIQ Technical Analysis
Positive
―
Price Trends
25.94
Positive
24.81
Positive
23.26
Positive
Market Momentum
0.38
Positive
55.64
Neutral
37.43
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For AGIQ, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 26.80, equal to the 50-day MA of 25.94, and equal to the 200-day MA of 23.26, indicating a bullish trend. The MACD of 0.38 indicates Positive momentum. The RSI at 55.64 is Neutral, neither overbought nor oversold. The STOCH value of 37.43 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for AGIQ.
AGIQ Peer Comparison
Comparison Results
Performance Comparison
AGIQ
SoFi Agentic AI ETF
26.89
5.12
23.52%
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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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