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IVES
Upturn stock ratingUpturn stock rating

Amplify ETF Trust (IVES)

Upturn stock ratingUpturn stock rating
$42.85
Delayed price
upturn advisory
PASS
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
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  • WEEK

Upturn Advisory Summary

03/31/2025: IVES (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

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Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

AI Based Fundamental Rating

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Below Average Performance

These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.

Analysis of Past Performance

Type ETF
Historic Profit -8.63%
Avg. Invested days 50
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 2.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 03/31/2025

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

ai summary icon Upturn AI SWOT

Amplify ETF Trust

stock logo

ETF Overview

overview logo 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.

reliability logo 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.

reliability logo 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

overview logo 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

overview logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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.

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