Morningstar

Sofi Agentic AI ETF AGIQ

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

Morningstar’s Analysis AGIQ

Will AGIQ outperform in the 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 AGIQ’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Sofi Agentic AI ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings AGIQ

More AGIQ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 58.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Tesla Inc

6.71 845,508
Consumer Cyclical

CrowdStrike Holdings Inc Class A

6.23 784,705
Technology

Intuitive Surgical Inc

5.80 730,286
Healthcare

Palantir Technologies Inc Ordinary Shares - Class A

5.77 727,158
Technology

Illumina Inc

5.70 717,985
Healthcare

NVIDIA Corp

5.70 717,336
Technology

Alphabet Inc Class C

5.69 716,667
Communication Services

ServiceNow Inc

5.68 715,290
Technology

Palo Alto Networks Inc

5.55 699,314
Technology

Qualcomm Inc

5.41 680,864
Technology

Sponsor Center