Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.85% 0.05% 7.492M 1092.43
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
4.04% 23.00% -3.142M Upgrade

Basic Info

Investment Strategy
The investment seeks to provide investors with long-term capital appreciation in inflation-adjusted terms. The fund is an actively managed exchange-traded fund (“ETF”) that seeks to achieve its investment objective by investing up to 80% of its net assets (plus borrowings for investment purposes) in portfolio holdings expected to benefit, either directly or indirectly, from rising prices (i.e., inflation). The fund adviser seeks to identify securities of companies positioned to benefit from inflationary pressures. The fund is non-diversified.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap/Blend
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Small Blend
Category Index Russell 2000 TR USD
Global Category Name US Equity Small Cap
YCharts Categorization US Small & Mid Cap
YCharts Benchmark Russell 2000 Total Return (^RUTTR)
Prospectus Objective Growth and Income
Fund Owner Firm Name Amplify ETFs
Prospectus Benchmark Index
N/A 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
David Dziekanski 2.16 yrs
Michael Venuto 2.16 yrs
Qiao Duan 2.16 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 25, 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
--
--
--
--
--
--
34.52%
2.68%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
6.30%
--
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--
--
--
--
--
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8.44%
26.03%
-17.50%
22.22%
2.12%
13.17%
-8.63%
22.67%
11.47%
26.74%
-16.27%
16.18%
-2.87%
--
-10.54%
28.02%
19.97%
18.30%
-18.52%
17.73%
0.25%
As of April 25, 2024.

Asset Allocation

As of April 15, 2024.
Type % Net % Long % Short
Cash 10.59% Upgrade Upgrade
Stock 69.48% Upgrade Upgrade
Bond 5.19% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 14.73% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks to provide investors with long-term capital appreciation in inflation-adjusted terms. The fund is an actively managed exchange-traded fund (“ETF”) that seeks to achieve its investment objective by investing up to 80% of its net assets (plus borrowings for investment purposes) in portfolio holdings expected to benefit, either directly or indirectly, from rising prices (i.e., inflation). The fund adviser seeks to identify securities of companies positioned to benefit from inflationary pressures. The fund is non-diversified.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap/Blend
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Small Blend
Category Index Russell 2000 TR USD
Global Category Name US Equity Small Cap
YCharts Categorization US Small & Mid Cap
YCharts Benchmark Russell 2000 Total Return (^RUTTR)
Prospectus Objective Growth and Income
Fund Owner Firm Name Amplify ETFs
Prospectus Benchmark Index
N/A 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
David Dziekanski 2.16 yrs
Michael Venuto 2.16 yrs
Qiao Duan 2.16 yrs

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