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- Upturn Summary
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Upturn AI Summary
AdvisorShares Dorsey Wright ADR ETF(AADR)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for AADR
10/26/2026: AADR (1-star) is currently NOT-A-BUY. Pass it for now.
AADR is an actively managed ETF that uses a technical, momentum-based approach to select international ADRs. It offers a tactical alternative to passive international index funds, aiming to capitalize on price strength across developed and emerging markets. Its main strengths include a disciplined rules-based strategy and global exposure, though it carries a higher expense ratio and the risks inherent in momentum investing and international equity volatility. The fund is best suited for investors looking to supplement a core portfolio with tactical momentum exposure and should be monitored for shifts in market leadership and trend efficacy.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit while signal remains positive | The momentum strategy naturally tilts toward growth-oriented companies that are currently showing price appreciation. |
| Momentum investor | Strong fit | This fund is specifically designed to execute a relative strength momentum strategy across international ADRs. |
| Value investor | Weak fit | Momentum strategies often ignore valuation metrics, making it a poor fit for investors focused on fundamentals or mean reversion. |
| Dividend/Income investor | Mixed fit | While some ADRs may pay dividends, the strategy prioritizes price momentum over yield consistency. |
| Low-risk investor | Weak fit | The active nature and momentum focus can lead to higher turnover and volatility than traditional index funds. |
Investor Profile
Ideal Investor Profile
The ideal investor is a tactical, moderate-to-high risk-tolerant individual seeking international diversification with a specific interest in momentum strategies.
Suitability
AADR is best suited as a satellite holding for long-term investors looking to add active momentum exposure, rather than as a primary core index-tracking holding.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Momentum strategies can experience sharp drawdowns when market trends suddenly reverse. |
| Market risk | High | As an international equity fund, it is fully exposed to global economic, political, and currency risks. |
| Concentration | Medium | The fund may become overweight in certain regions or sectors that happen to be leading in momentum. |
| Tracking/expense | High | The higher expense ratio and active management style create a performance hurdle that passive funds do not have. |
| Liquidity | Medium | Some smaller ADRs may face lower liquidity, which could impact execution costs during rebalancing. |
| Business/sector quality | Medium | Momentum signals can occasionally favor companies with lower fundamental quality if price strength remains high. |
Risk Analysis
Volatility
AADR exhibits moderate-to-high volatility consistent with international momentum-based equity strategies.
Market Risk
The fund carries substantial market risk linked to the performance of non-US companies, foreign currency exposure, and global macroeconomic conditions.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | Developed Markets (e.g., Europe, Developed Asia) | 65 | This provides exposure to mature economies with historically strong corporate governance and established market ADRs. |
| Geography | Emerging Markets | 30 | This allocation captures potential high-growth opportunities within non-US developing economies. |
| Cash/collateral | Cash and Cash Equivalents | 5 | This serves as a liquidity buffer for daily operations and pending portfolio adjustments. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 47.05% | Avg. Invested days 76 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/26/2026 |
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