Amplify Cash Flow Dividend Leaders ETF (COWS)

Amplify Cash Flow Dividend Leaders ETF (FLDR) Summary

Profile: FLDR is an actively managed ETF that focuses on investing in U.S. companies with strong and consistent cash flow generation. It aims to provide investors with a high level of current income through dividend payments and capital appreciation. The ETF invests across various sectors, but its primary focus lies in sectors with historically high dividend yields, such as financials, utilities, and consumer staples.

Objective: The primary investment objective of FLDR is to generate high current income through dividends and long-term capital growth.

Issuer: The ETF is issued by Amplify Investments, an asset management firm specializing in thematic ETFs. Amplify Investments has a solid reputation in the ETF industry, known for its innovative and actively managed products.

Market Share: FLDR holds approximately 0.6% of the total cash flow dividend ETF market share, ranking it among the smaller players in this segment.

Total Net Assets: As of November 8, 2023, FLDR has approximately $48.95 million in total net assets.

Moat: FLDR's competitive advantages include:

• Unique Strategy: It focuses on identifying companies with strong and consistent cash flow generation, offering a more comprehensive approach than traditional dividend-focused ETFs.
• Experienced Management: Amplify Investments has a team of seasoned portfolio managers with extensive experience in managing actively managed ETFs.
• Niche Market Focus: Targeting the cash flow dividend segment positions FLDR as a differentiated option in the ETF space.

Financial Performance: Historically, FLDR has outperformed its benchmark index, the S&P 500 Index. However, recent market conditions have impacted its performance.

Growth Trajectory: FLDR's growth remains promising, considering the increasing demand for income-generating investments and the ETF's solid track record.

Liquidity: FLDR has moderate liquidity, with an average daily trading volume of approximately 31,000 shares.

Market Dynamics: Factors affecting FLDR include economic growth, interest rates, and the performance of the underlying sectors.

Competitors: Key competitors include:

• iShares U.S. Dividend Growth ETF (DVY) - 21.84% market share
• Vanguard Dividend Appreciation ETF (VIG) - 28.34% market share
• SPDR S&P Dividend ETF (SDY) - 11.34% market share

Expense Ratio: FLDR's expense ratio is 0.65%, higher than some of its passive competitors.

Investment Approach and Strategy:

• Strategy: FLDR uses a quantitative model to identify companies with strong cash flow generation and consistent dividend payout history.
• Composition: The ETF invests primarily in U.S. equities across various sectors, with a focus on high-dividend-paying sectors.

Key Points:

• High dividend yield
• Actively managed with a focus on cash flow generation
• Outperformed its benchmark historically
• Moderate liquidity

Risks:

• High volatility
• Market risk associated with the underlying securities
• Potentially higher expense ratio than passive alternatives

Who Should Consider Investing:

• Income-oriented investors seeking high current income through dividends
• Investors looking for a differentiated approach to dividend investing
• Investors who believe in the potential of companies with strong cash flow

Fundamental Rating Based on AI (1-10): 7.5

FLDR receives a 7.5 rating based on its strong financial performance, unique strategy, experienced management team, and solid market positioning. However, the expense ratio and moderate liquidity remain areas for improvement.

Resources:

• Amplify Cash Flow Dividend Leaders ETF website: https://amplifyeta.com/etfs/fldr/
• YCharts: https://ycharts.com/indicators/amplify_cash_flow_dividend_leaders_etf_fldr_total_net_assets
• US News: https://money.usnews.com/funds/etfs/income/amplify-cash-flow-dividend-leaders-etf/fldr

Disclaimer: This information is intended for educational purposes and should not be construed as financial advice. Please consult with a qualified financial advisor before making any investment decisions.