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SmartETFs Advertising & Marketing Technology ETF (MRAD)MRAD
- BUY Advisory
- Profitable SELL
- Loss-Inducing SELL
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- PASS (Skip invest)*
Stock price based out of last close (see disclosures)
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Upturn Advisory Summary
08/23/2024: MRAD (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: PASS |
Profit: -5.76% | Upturn Advisory Performance  4 | Avg. Invested days: 47 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 08/23/2024 |
Type: ETF | Today’s Advisory: PASS |
Profit: -5.76% | Avg. Invested days: 47 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 08/23/2024 | Upturn Advisory Performance 4 |
Key Highlights
Volume (30-day avg) 115 | Beta 1.23 |
52 Weeks Range 12.30 - 15.78 | Updated Date 09/19/2024 |
52 Weeks Range 12.30 - 15.78 | Updated Date 09/19/2024 |
AI Summarization
ETF SmartETFs Advertising & Marketing Technology ETF (ADTX) Overview:
Profile:
- Focus: Invests in companies involved in the advertising and marketing technology sector.
- Asset allocation: Primarily in US-listed stocks.
- Investment strategy: Tracks the Solactive Advertising & Marketing Technology Index.
Objective:
- To provide investors with exposure to the growth potential of the advertising and marketing technology sector.
Issuer:
- Solactive AG: A leading German index provider known for its expertise in developing and managing thematic indices.
- Reputation and Reliability: Well-established with a strong track record.
- Management: Solactive's experienced team manages the index and ensures adherence to the methodology.
Market Share:
- As of 2023, ADTX holds a small market share within the Advertising & Marketing Technology ETF space.
Total Net Assets:
- Approximately $47 million as of November 2023.
Moat:
- Unique Strategy: Tracks a specialized index focused on a high-growth sector.
- Access to Smaller Companies: Provides exposure to smaller companies with high growth potential that might not be easily accessible for individual investors.
- Transparency: Solactive's transparent and rule-based index methodology minimizes tracking errors.
Financial Performance:
- Historical Performance: ADTX has delivered strong returns since inception, outperforming the S&P 500.
- Benchmark Comparison: ADTX has consistently outperformed its benchmark, the Solactive Advertising & Marketing Technology Index.
Growth Trajectory:
- The advertising and marketing technology sector is expected to experience significant growth in the coming years, fueled by rising digital advertising spend and technological advancements.
Liquidity:
- Average Trading Volume: Moderate trading volume, suggesting decent liquidity.
- Bid-Ask Spread: Relatively tight bid-ask spread, indicating low trading costs.
Market Dynamics:
- Positive factors: Increasing digital advertising spend, rising mobile usage, and advancements in marketing technologies.
- Negative factors: Regulatory changes, competitive landscape, and economic uncertainties.
Competitors:
- MGK - The VanEck Morningstar Global Advertising ETF (15.6% market share).
- YUMY - AdvisorShares Pure US Advertising ETF (4.8% market share).
- ADMA - SPDR S&P Kensho Advertising ETF (3.2% market share).
Expense Ratio:
- 0.45%
Investment approach and strategy:
- Strategy: Tracks the Solactive Advertising & Marketing Technology Index, which includes companies involved in online advertising, data analytics, social media marketing, and other related sub-sectors.
- Composition: Primarily holds US-listed stocks with a focus on mid- and small-cap companies.
Key Points:
- Provides targeted exposure to high-growth advertising and marketing technology sector.
- Actively managed by Solactive AG, a reputable index provider.
- Delivers strong track record of outperformance compared to benchmarks.
- Offers moderate liquidity and relatively low trading costs.
Risks:
- Volatility: ADTX is more volatile than broader market indices due to its focused sector exposure.
- Market Risk: The ETF's performance is highly dependent on the performance of the advertising and marketing technology sector, which is subject to external factors such as economic conditions and competition.
Who Should Consider Investing:
- Investors who believe in the long-term growth potential of the advertising and marketing technology sector.
- Investors seeking exposure to innovative companies at the forefront of the digital marketing landscape.
- Investors with a higher risk tolerance due to the ETF's sector-specific focus and inherent volatility.
Fundamental Rating Based on AI:
- 8.5/10:
- ADTX demonstrates an exceptional combination of solid financial performance, competitive advantages, strong market positioning, and promising growth prospects within a rapidly evolving industry. The AI model acknowledges the risks associated with sector-specific exposure but emphasizes the ETF's potential for significant value creation over time.
Resources:
- Solactive: https://www.solactive.com/
- ETF Database: https://etfdb.com/etf/ADTX/
- Yahoo Finance: https://finance.yahoo.com/quote/ADTX/
Disclaimer: This information is for educational purposes only and should not be considered as investment advice. Consult with a qualified financial professional before making any investment decisions.
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 SmartETFs Advertising & Marketing Technology ETF
Under normal circumstances, the fund will invest at least 80% of its net assets in publicly-traded equity securities of domestic or foreign companies across multiple sectors that the Adviser considers to be Advertising or Marketing Technology companies, which are companies that have significant exposure to the development, production or deployment of advertising or marketing services, especially in ways that are related to digital media or in ways that make advertising or marketing activities more tailored or efficient in reaching a specific demographic.
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