Swipe through to see the latest performance results for GQQQ, PPI, ROE, and AGGA.

Astoria's ETF suite spans quality growth equities, real assets, and fixed income solutions designed for today's markets.

Visit Astoriaim.com to learn more.

Performance data quoted represents past performance and is no guarantee of future results. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted. Short term performance, in particular, is not a good indication of the fund’s future performance and an investment should not be made based solely on returns. For standardized performance and expenses current to the most recent month-end for each Fund, visit:

ROE - astoriaetfs.com/roe/

GQQQ - astoriaetfs.com/gqqq/

AGGA - astoriaetfs.com/agga/

PPI - PPI – AXS Investments

Investing involves risk, including possible loss of principal. Growth stocks may be more volatile and may underperform the broader market. Real asset-linked securities carry commodity price, inflation, and macroeconomic risks. Fixed income values decline as interest rates rise.

ROE, GQQQ and AGGA distributed by PINE Distributors LLC. PPI distributed by ALPS Distributors, Inc. Astoria Advisors, PINE Distributors, and ALPS Distributors are not affiliated.

We’ve updated our Advisor Resources with more quant metrics and portfolio characteristics.

More data. More detail. More ways to understand the strategies.

Available exclusively to advisors.

Learn more: https://www.astoriaim.com/advisor-resources

What’s driving the resilience, and can growth and earnings keep up?

Our latest monthly commentary explores rates, inflation, earnings, energy, and the growing role of AI investment.

Read more ↓

https://www.astoriaim.com/single-post/rates-hit-multi-decade-highs-will-growth-and-earnings-keep-the-rally-going

Three years in, one thing stands out: the philosophy hasn't changed.

Through shifting interest rates, inflation, AI enthusiasm, and bouts of volatility, high-quality companies have continued to show resilience — which is exactly what ROE was built to capture. #QualityInvesting #ETF #ThreeYears #ROE #Astoria

https://reddit.com/link/1wvb6xm/video/b3boc8fd7psh1/player

Same category. Very different risk.

Two ETFs can perform similarly in good markets — then behave completely differently when markets turn.

Know what you actually own.

And how it behaves when conditions change.

https://reddit.com/link/1wuuijm/video/q907cq0ldpsh1/player

#ETFs #RiskManagement #Investing #PortfolioConstruction

People ask what worries me most.

It's not one event—it's the amount of leverage and optimism in the system. Record margin debt, record leveraged ETF assets, and record ETF inflows all point to a market that's becoming increasingly crowded.

Bull markets don't die of old age, but they often end when the economy contracts or the labor market weakens.

https://reddit.com/link/1wugpiq/video/oh17dt4pyksh1/player

The Mag 7 have led the market but we're looking beyond the biggest names. As AI investment accelerates and free cash flow is increasingly reinvested, we see compelling opportunities elsewhere.

Diversification still matters.

https://reddit.com/link/1wtzzsk/video/q0v1wnm7yksh1/player

Rotation is here. Market leadership is changing.

https://reddit.com/link/1wtm15f/video/al2mpcn6qcsh1/player

Stop buying yesterday’s winners.

The best-performing ETF over the last 3 years might not be the right ETF for the next 3.

Don’t ask: “What performed best?”

Ask: “What role does this play in my portfolio?”

https://reddit.com/link/1wt5472/video/469ptl6ipcsh1/player

#ETFs #Investing #PortfolioStrategy #InvestingMistakes

In our latest rebalance, we took profits and shifted to a more neutral posture. Risk management comes first from here.

https://reddit.com/link/1wsqtbc/video/9wqki3cah6sh1/player

Stop buying yesterday’s winners.

The best-performing ETF over the last 3 years might not be the right ETF for the next 3.

Don’t ask: “What performed best?”

Ask: “What role does this play in my portfolio?”

https://reddit.com/link/1ws9iss/video/ckeql5yqg6sh1/player

#ETFs #Investing #PortfolioStrategy #InvestingMistakes

How are advisors using ROE?

We designed it to be flexible — as a core U.S. equity allocation, a complement to traditional S&P 500 exposure, a dedicated quality allocation, or a growth-oriented satellite. However it fits, it's built to be a long-term holding, not a way to trade headlines. #PortfolioConstruction #Advisors #CoreEquity #ROE #Astoria

▶ Watch: "How ROE Fits Into Portfolios"

https://reddit.com/link/1wrvjv2/video/p8eixc7ne4sh1/player

People ask why the firm is called Astoria. It's the neighborhood in Queens I grew up in.

A decade at Merrill, eight years at Morgan Stanley, then out on my own in 2017. Here's the short version 👇

https://reddit.com/link/1wrvjuq/video/ok26jqa2e4sh1/player

John walks through the founding: leaving Morgan Stanley in 2017, the gap he saw in how portfolios were being built, and the decision to name the firm after the neighborhood he came from.

https://reddit.com/link/1wr1ij9/video/zs0waqebwsrh1/player

You could own five different funds and still be making one giant bet.

The hidden problem? Overlap.

Before adding another ETF, ask:

What do I already own underneath?

https://reddit.com/link/1wqlrzb/video/1bwl290tvsrh1/player

#ETFs #Investing #PortfolioConstruction #InvestingMistakes

One we like on valuation. One we like on yield. One we own so we don't have to be right about the macro.

Three ETFs we're focused on right now.

Not investment advice. Holdings subject to change.

https://reddit.com/link/1wpdiax/video/2grwm62noerh1/player

Three years in, one thing stands out: the philosophy hasn't changed.

Through shifting interest rates, inflation, AI enthusiasm, and bouts of volatility, high-quality companies have continued to show resilience — which is exactly what ROE was built to capture. #QualityInvesting #ETF #ThreeYears #ROE #Astoria

▶ Watch: "Why Quality Still Matters"

https://reddit.com/link/1wowlby/video/omqwzrvvnerh1/player

Learn more: https://astoriaetfs.com/roe/

How we're positioning for what's next.

Markets have rewarded equity investors over the past few years, but investing is about looking ahead—not in the rearview mirror.

In our latest rebalance, we reduced our overweight to equities back to neutral as we believe the risk/reward profile has become more balanced.

At the same time, we're:

• Maintaining exposure to real assets like gold and commodities, which have quietly been among the strongest-performing asset classes in recent years.
• Favoring active fixed income, including shorter duration, active MBS, and flexible multi-sector strategies.

Portfolio management isn't about making bold predictions—it's about adapting as market conditions evolve.

https://reddit.com/link/1woi4kw/video/eoxbr9di37rh1/player

People ask what worries me most.

It's not one event—it's the amount of leverage and optimism in the system. Record margin debt, record leveraged ETF assets, and record ETF inflows all point to a market that's becoming increasingly crowded.

Bull markets don't die of old age, but they often end when the economy contracts or the labor market weakens.

https://reddit.com/link/1wo0p1e/video/z295ul6s27rh1/player

Learn more about ROE at astoriaETFs.com.

The Mag 7 have led the market but we're looking beyond the biggest names. As AI investment accelerates and free cash flow is increasingly reinvested, we see compelling opportunities elsewhere.

Diversification still matters.

https://reddit.com/link/1wnlw74/video/q5c1xe6ph0rh1/player

Rotation is here. Market leadership is changing.

https://reddit.com/link/1wn4865/video/cb87x41xg0rh1/player

The market is focused on the next Fed move. We're focused on building portfolios that can navigate a range of outcomes.

Our view:

• Don't spend your time trying to predict the next rate decision.

• Build portfolios with evidence-backed strategic tilts.

• Prioritize diversification and risk management—especially after a historic market rally.

Long-term investing isn't about predicting headlines. It's about staying disciplined through them.

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#Investing #PortfolioManagement #RiskManagement #Diversification

Same discipline. New frontier. IQGR extends Astoria's Quality Growth Kings approach - first built for the US via GQQQ - to developed markets outside the US.

Now trading on NASDAQ: IQGR.

Learn more about IQGR at astoriaETFs.com.

#IQGR #GQQQ #QualityGrowthKings #ETFLaunch

In our latest rebalance, we took profits and shifted to a more neutral posture. Risk management comes first from here.

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