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Amplify ETF Trust (IVES)



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Upturn Advisory Summary
03/31/2025: IVES (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit -8.63% | Avg. Invested days 50 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) 1221 | Beta 0.97 | 52 Weeks Range 42.13 - 54.81 | Updated Date 04/2/2025 |
52 Weeks Range 42.13 - 54.81 | Updated Date 04/2/2025 |
Upturn AI SWOT
Amplify ETF Trust
ETF Overview
Overview
Amplify ETF Trust provides a range of thematic and strategic ETFs, often focusing on innovative sectors and investment approaches. It aims to deliver targeted exposure to specific areas of the market with growth potential. Asset allocation varies depending on the individual ETF within the trust. The investment strategy is actively managed or index-tracking, depending on the ETF.
Reputation and Reliability
Amplify ETFs is known for its innovative and thematic ETF offerings. It has built a reputation for identifying and capitalizing on emerging trends in the market. Overall they are considered a reliable issuer.
Management Expertise
Amplify ETFs' management team has experience in ETF development, portfolio management, and thematic investing. They employ experienced professionals to manage and oversee their ETF offerings.
Investment Objective
Goal
The primary investment goal varies by individual ETF within the Amplify ETF Trust, but typically involves providing exposure to specific sectors, themes, or investment strategies with the potential for capital appreciation.
Investment Approach and Strategy
Strategy: The strategy varies. Some Amplify ETFs aim to track specific indexes, while others are actively managed. They focus on sectors like online retail, cybersecurity, or battery technology.
Composition The composition varies by ETF, but generally includes stocks of companies operating within the targeted sector or theme. Some ETFs may include a mix of stocks, bonds, or other assets.
Market Position
Market Share: Market share varies significantly depending on the specific ETF within the Amplify ETF Trust and its particular sector niche.
Total Net Assets (AUM): Varies by ETF, ranging from a few million to hundreds of millions of dollars.
Competitors
Key Competitors
- First Trust Cloud Computing ETF (SKYY)
- ARK Innovation ETF (ARKK)
- Global X Lithium & Battery Tech ETF (LIT)
Competitive Landscape
The ETF industry is highly competitive, with many issuers offering similar thematic and sector-specific ETFs. Amplify ETFs compete through innovative strategies and targeted market niches. Advantages include identifying and capturing emerging trends, while disadvantages might include smaller AUMs compared to larger competitors.
Financial Performance
Historical Performance: Historical performance varies significantly depending on the specific ETF. Data should be obtained from reputable financial sources for each specific ETF within the trust.
Benchmark Comparison: Benchmark comparison depends on the underlying index or strategy of the specific ETF within the trust. It's essential to compare each ETF to its relevant benchmark.
Expense Ratio: Expense ratios typically range from 0.50% to 0.75%, but vary by ETF.
Liquidity
Average Trading Volume
Average trading volume varies significantly based on the specific ETF within the trust, ranging from a few thousand to hundreds of thousands of shares daily.
Bid-Ask Spread
The bid-ask spread depends on the ETF's trading volume and demand, and varies across ETFs.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and overall market sentiment all influence Amplify ETFs. The specific impact depends on the underlying theme or sector of each ETF.
Growth Trajectory
Growth trends depend on the specific ETF. Some ETFs have experienced rapid growth due to strong performance in their target sector, while others have seen slower growth.
Moat and Competitive Advantages
Competitive Edge
Amplify ETFs aims to capture emerging trends through innovative strategies and targeted market niches. The firmu2019s expertise in thematic investing helps it attract investors seeking exposure to specific growth sectors. Amplify ETFs distinguishes itself by providing access to concentrated areas within high-growth industries. The fund's unique index construction methodology can also offer a competitive advantage.
Risk Analysis
Volatility
Volatility varies significantly depending on the specific ETF and its underlying assets. Sector-specific ETFs may be more volatile than broad market ETFs.
Market Risk
Market risk includes general economic downturns, sector-specific risks, and changes in investor sentiment. The risk level varies depending on the underlying investments of each ETF.
Investor Profile
Ideal Investor Profile
The ideal investor is someone who wants targeted exposure to specific sectors or themes and has a higher risk tolerance for sector-specific investments. They understand the specific risks associated with niche market segments.
Market Risk
Amplify ETFs can be suitable for both long-term investors and active traders, depending on their investment goals and risk tolerance. Some ETFs are best for long-term growth, while others may be used for short-term tactical allocations.
Summary
Amplify ETF Trust offers a range of thematic ETFs that provide targeted exposure to specific sectors and investment strategies. The trust focuses on innovation and capturing emerging trends, making it attractive to investors seeking high-growth potential. However, performance and risk vary significantly by ETF, requiring investors to carefully evaluate their suitability. Due diligence and understanding of individual ETF objectives are critical to making sound investment decisions.
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Sources and Disclaimers
Data Sources:
- Amplify ETFs website
- SEC filings
- FactSet
- Morningstar
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investment decisions should be based on your own due diligence and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Amplify ETF Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
The fund invests at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of companies that comprise the index. It will invest in the common stock and/or depositary receipts of companies that comprise the index.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.