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Upturn AI SWOT - About
Amplify ETF Trust - Amplify Samsung SOFR ETF (SOFR)
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Upturn Advisory Summary
03/18/2025: SOFR (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type ETF | Historic Profit 3.55% | Avg. Invested days 186 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/18/2025 |
Key Highlights
Volume (30-day avg) 8684 | Beta - | 52 Weeks Range 95.57 - 100.22 | Updated Date - |
52 Weeks Range 95.57 - 100.22 | Updated Date - |
Upturn AI SWOT
Amplify ETF Trust - Amplify Samsung SOFR ETF
ETF Overview
Overview
The Amplify Samsung SOFR ETF (SOFR) seeks to provide current income by investing primarily in floating rate debt securities that utilize the Secured Overnight Financing Rate (SOFR) as a reference rate. It focuses on short-term, high-quality floating rate notes.
Reputation and Reliability
Amplify ETFs is known for its innovative and thematic ETFs. They are generally considered a reliable provider with a focus on specific investment strategies.
Management Expertise
Amplify ETFs has a team of experienced professionals managing their suite of ETFs, with expertise in various investment strategies and market sectors.
Investment Objective
Goal
To provide current income.
Investment Approach and Strategy
Strategy: The ETF aims to invest primarily in SOFR-based floating rate debt instruments.
Composition The ETF primarily holds floating rate notes, focusing on short-term, high-quality debt securities.
Market Position
Market Share: SOFR ETF's market share is relatively small compared to broader fixed income ETFs.
Total Net Assets (AUM): 50472884
Competitors
Key Competitors
- USFR
- TFLO
- FLOT
Competitive Landscape
The floating rate note ETF market is competitive, with several established players. SOFR's advantages are tied to its specific focus on SOFR-based instruments, but it faces challenges in gaining market share against larger, more diversified competitors due to lower AUM.
Financial Performance
Historical Performance: Historical performance should be viewed in the context of short-term interest rates. Specific numerical data would be required to provide exact values.
Benchmark Comparison: The ETF's performance should be compared to the performance of a SOFR index, which the ETF is designed to track.
Expense Ratio: 0.15
Liquidity
Average Trading Volume
The ETF's average trading volume is moderate, which may affect execution costs for larger trades.
Bid-Ask Spread
The bid-ask spread varies depending on market conditions, and is generally tight reflecting the liquidity of the underlying instruments.
Market Dynamics
Market Environment Factors
Economic indicators, particularly interest rate policy from the Federal Reserve, significantly impact the ETF. The sector growth is closely tied to SOFR's role as a benchmark rate.
Growth Trajectory
Growth will depend on the demand for SOFR-based investments. Changes to strategy and holdings will reflect the broader floating rate debt market.
Moat and Competitive Advantages
Competitive Edge
SOFR's competitive edge lies in its focused exposure to SOFR-based instruments. As SOFR replaces LIBOR, this focus could attract investors seeking pure SOFR exposure. This specialization could give SOFR an advantage by catering to investors who specifically want SOFR-linked assets. The ETF's relative low expense ratio can be attractive to investors with cost in mind.
Risk Analysis
Volatility
Volatility is expected to be low, consistent with short-term debt instruments.
Market Risk
Market risk is primarily related to interest rate changes and credit risk of the underlying issuers.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking current income with low volatility, and who wants specific exposure to SOFR-based instruments.
Market Risk
The ETF is best suited for investors seeking a conservative, income-generating investment with a focus on short-term rates.
Summary
The Amplify Samsung SOFR ETF offers a targeted exposure to SOFR-based floating rate debt securities, providing current income with low volatility. Its specialized focus makes it attractive to investors seeking pure SOFR exposure. While the fund faces competition from larger, more diversified floating rate note ETFs, its specific focus gives it a potential edge. Its success will depend on the continued adoption of SOFR as a benchmark rate, and the fund's ability to maintain competitive performance.
Similar Companies
ANGL
VanEck Fallen Angel High Yield Bond ETF
ANGL
VanEck Fallen Angel High Yield Bond ETF
BKLN
Invesco Senior Loan ETF
BKLN
Invesco Senior Loan ETF
SRLN
SPDR Blackstone Senior Loan ETF
SRLN
SPDR Blackstone Senior Loan ETF
TFLO
iShares Treasury Floating Rate Bond ETF
TFLO
iShares Treasury Floating Rate Bond ETF
USFR
WisdomTree Floating Rate Treasury Fund
USFR
WisdomTree Floating Rate Treasury Fund
VFLO
VictoryShares Free Cash Flow ETF
VFLO
VictoryShares Free Cash Flow ETF
Sources and Disclaimers
Data Sources:
- Amplify ETFs website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions can change rapidly, and past performance is not indicative of future results. Consult with a qualified financial advisor 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 Amplify ETF Trust - Amplify Samsung SOFR ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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