AIEQAmplify AI Powered Equity ETF

Grow my money8y track recordRanked #1,898 of 2,960 in this goal

Seeks investment results that generally correlate to the total return performance of the AI Powered Equity Index.

By Amplify ETFs · Launched 2017

Annual Cost

0.75%

#3,765 of 5,562 · expensive

Fund Size

$124M

#2,734 of 5,562 · mid-size

Return (1Y)Goal

+22.1%

Track Record

8 years

#1,627 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$12,126+21.3%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Multi cap

Strategy

Index tracking

Focus

Artificial Intelligence

Index tracked

AI Powered Equity Index

What it actually holds

By weight

Concentration

Top 10 holdings = 44.5% of fundmoderately concentrated

NVIDIA Corp

6.5%

Microsoft Corp

5.2%

Tesla Inc

4.8%

JPMorgan Chase & Co

4.5%

Amazon.com Inc

4.2%

United Rentals Inc

4.2%

Apple Inc

4.1%

Cardinal Health Inc

4.0%

Airbnb Inc

3.5%

Dexcom Inc

3.4%

Asset allocation

Stocks

99.7%

Cash

0.3%

Other

0.0%

By sector

Technology

39.7%

Financial Services

11.7%

Communication

11.2%

Industrials

10.4%

Consumer Cyclical

9.7%

Healthcare

6.7%

Consumer Defensive

4.6%

Basic Materials

2.8%

Other

3.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

12.8%Moderate

Year-on-year price swings

Max drawdown

-39.0%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.73Decent risk-adjusted returns

Sortino (3Y)

1.08Good downside protection

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks investment results that generally correlate to the total return performance of the AI Powered Equity Index.
Strategy: Uses an indexing investment approach to replicate the AI Powered Equity Index before fees and expenses.
Inception date: October 17, 2017
Fund family: Amplify ETFs