Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.75% 0.04% 103.31M 8348.00
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.20% -- -- Upgrade

Basic Info

Investment Strategy
The investment seeks investment results that generally correlate to the total return performance of the AI Powered Equity Index. The fund uses a “passive” or indexing approach to try to achieve the fund’s investment objective. The index invests primarily in equity securities listed on the iShares Core S&P Total U.S. Stock Market ETF based on the results of a proprietary, quantitative model developed by EquBot Inc. (the “index provider”) that runs on the IBM Watson™ platform. EquBot is a technology-based company focused on applying artificial intelligence based solutions to investment analyses.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap/Growth
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Growth
Category Index Russell 1000 Growth TR USD
Global Category Name US Equity Large Cap Growth
YCharts Categorization US Large Cap Growth
YCharts Benchmark Russell 1000 Growth Total Return (^RLGTR)
Prospectus Objective Growth
Fund Owner Firm Name Amplify ETFs
Prospectus Benchmark Index
AI Powered Equity TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Charles Ragauss 6.46 yrs
Qiao Duan 6.46 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of April 24, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
--
-7.56%
31.24%
25.40%
20.10%
-31.90%
26.47%
-2.84%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
6.78%
20.69%
-5.74%
28.02%
36.84%
12.02%
-13.09%
16.80%
-0.65%
23.30%
-5.96%
33.13%
36.59%
7.72%
-24.49%
20.88%
9.68%
64.01%
-16.58%
75.84%
65.79%
57.04%
-56.41%
83.74%
11.37%
64.27%
-16.99%
76.02%
64.27%
47.87%
0.00%
0.00%
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As of April 24, 2024.

Asset Allocation

As of April 15, 2024.
Type % Net % Long % Short
Cash 0.03% Upgrade Upgrade
Stock 99.97% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks investment results that generally correlate to the total return performance of the AI Powered Equity Index. The fund uses a “passive” or indexing approach to try to achieve the fund’s investment objective. The index invests primarily in equity securities listed on the iShares Core S&P Total U.S. Stock Market ETF based on the results of a proprietary, quantitative model developed by EquBot Inc. (the “index provider”) that runs on the IBM Watson™ platform. EquBot is a technology-based company focused on applying artificial intelligence based solutions to investment analyses.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap/Growth
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Growth
Category Index Russell 1000 Growth TR USD
Global Category Name US Equity Large Cap Growth
YCharts Categorization US Large Cap Growth
YCharts Benchmark Russell 1000 Growth Total Return (^RLGTR)
Prospectus Objective Growth
Fund Owner Firm Name Amplify ETFs
Prospectus Benchmark Index
AI Powered Equity TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Charles Ragauss 6.46 yrs
Qiao Duan 6.46 yrs

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