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 delivered solid gains so far this year and over the past few months, showing positive momentum.
Leading Technology and Growth Names
Top holdings like Nvidia, Apple, Alphabet, and other well-known growth companies have generally supported the fund’s performance with strong or steady results.
Broad Sector Diversification
The fund spreads its investments across many sectors, including technology, communication services, consumer cyclical, financials, health care, and energy, which helps reduce reliance on any single area of the market.
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 options.
Heavy U.S. Market Focus
Almost all of the ETF’s assets are invested in U.S. companies, offering little geographic diversification if other regions perform better.
Mixed Performance Among Top Holdings
Several major positions, including Meta, Microsoft, Netflix, and Uber, have shown weak or negative performance this year, which can weigh on the fund’s overall results.
AIEQ vs. SPDR S&P 500 ETF (SPY)
AUM113.34M
RegionNorth America
Expense Ratio0.75%
Beta1.08
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. Volume13,741
30 Day Avg. Volume5,188
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
60.36Price 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 stock picker, it uses artificial intelligence to scan the U.S. stock market and choose companies it thinks have strong potential. It holds many well-known names like Apple and Nvidia, and spreads investments across technology, communication, consumer, financial, and health care stocks. Someone might invest in AIEQ for growth and diversification, while also getting exposure to an AI-driven strategy. A key risk is that it is heavily tilted toward tech-related stocks, so its price can rise and fall sharply with the overall stock market and technology sector.
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 into a tech-and-innovation story, with Nvidia and Microsoft doing much of the heavy lifting as their AI and cloud engines keep the fund’s growth narrative humming. GE Vernova and Biogen add a rising industrial and healthcare twist, helping balance the portfolio’s tech tilt. On the flip side, Netflix has been lagging, and Tyson Foods is clearly losing steam, acting as a drag on recent results. With a U.S.-only lineup and a noticeable bias toward technology and financial names, this ETF is very much a domestically focused, AI-guided stock picker.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| TE Connectivity | 6.51% | $7.44M | $63.28B | -1.41% | 80 Outperform | |
| Chubb | 4.86% | $5.56M | $128.61B | 18.53% | 80 Outperform | |
| Netflix | 4.85% | $5.55M | $296.24B | -42.61% | 73 Outperform | |
| GE Vernova Inc. | 4.68% | $5.35M | $255.05B | 57.66% | 69 Neutral | |
| Nvidia | 4.47% | $5.12M | $5.42T | 25.85% | 76 Outperform | |
| AFLAC | 4.30% | $4.92M | $57.01B | 1.98% | 68 Neutral | |
| Tyson Foods | 4.04% | $4.62M | $17.56B | -5.58% | 69 Neutral | |
| Biogen | 3.75% | $4.29M | $33.63B | 65.10% | 74 Outperform | |
| Microsoft | 3.44% | $3.94M | $3.83T | -1.04% | 79 Outperform | |
| Alphabet Class A | 3.31% | $3.78M | $4.19T | 40.44% | 85 Outperform |
AIEQ Technical Analysis
Negative
―
Price Trends
50.13
Negative
49.78
Negative
47.63
Positive
Market Momentum
-0.26
Positive
39.36
Neutral
11.60
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For AIEQ, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 49.78, equal to the 50-day MA of 50.13, and equal to the 200-day MA of 47.63, indicating a neutral trend. The MACD of -0.26 indicates Positive momentum. The RSI at 39.36 is Neutral, neither overbought nor oversold. The STOCH value of 11.60 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for AIEQ.
AIEQ Peer Comparison
Comparison Results
Performance Comparison
AIEQ
Ai Powered Equity Etf
49.12
4.33
9.67%
VFMF
Vanguard U.S. Multifactor ETF
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HLAL
Wahed FTSE USA Shariah ETF
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SYLD
Cambria Shareholder Yield ETF
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SEUS
SEI QiM U.S. Equity Factor Allocation Active ETF
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FDMO
Fidelity Momentum Factor 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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