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Morningstar

Amplify Inflation Fighter ETF IWIN

Morningstar Analyst Rating
Quantitative rating as of | See Amplify Investment Hub

Morningstar’s Analysis IWIN

Will IWIN 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 IWIN’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the IWIN 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 IWIN’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Amplify Inflation Fighter ETF to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

Unlock our full analysis with Morningstar Investor

Portfolio Holdings IWIN

More IWIN Holdings
  • Current Portfolio Date Mar 23, 2023
  • Equity Holdings 52
  • Bond Holdings 6
  • Other Holdings 8
  • % Assets in Top 10 Holdings 34.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

DEPOSITS WITH BROKER FOR SHORT POSITIONS

20.06
2,004,372
Cash and Equivalents

Micro Gold Future Apr 23

7.57
756,468
—

Bitcoin Future Mar 23

6.72
671,798
—

Mini Soybean Future May 23

3.66
365,229
—

Wheaton Precious Metals Corp

2.94
294,073
Basic Materials

DEPOSITS WITH BROKER FOR SHORT POSITIONS

2.43
242,657
Cash and Equivalents

United States Treasury Notes 4.77%

2.40
239,936
Government

United States Treasury Notes 4.76%

2.40
239,902
Government

United States Treasury Notes 4.72%

2.40
239,878
Government

United States Treasury Notes 4.87%

2.40
239,876
Government