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Morningstar

Amplify AI Powered Equity ETF AIEQ

Morningstar Medalist Rating
Medalist Rating as of | See Amplify Investment Hub

Morningstar’s Analysis AIEQ

Will AIEQ outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AIEQ’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the AIEQ management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of AIEQ’s parent organization’s priorities and whether they’re in line with investors’ interests.

Neither process nor people stand out at Amplify AI Powered Equity ETF, but it gets enough right to help this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings AIEQ

More AIEQ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Norwegian Cruise Line Holdings Ltd

4.68 4.8 Mil
Consumer Cyclical

BlackRock Inc

4.61 4.8 Mil
Financial Services

Merck & Co Inc

4.57 4.7 Mil
Healthcare

NVIDIA Corp

4.33 4.5 Mil
Technology

Williams Companies Inc

3.51 3.6 Mil
Energy

Block Inc Class A

3.29 3.4 Mil
Technology

Tesla Inc

3.04 3.1 Mil
Consumer Cyclical

Dick's Sporting Goods Inc

2.58 2.7 Mil
Consumer Cyclical

Wayfair Inc Class A

2.21 2.3 Mil
Consumer Cyclical

Wingstop Inc

2.04 2.1 Mil
Consumer Cyclical