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ACGR (ACGR)

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Upturn Advisory Summary
10/10/2025: ACGR (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 44.07% | Avg. Invested days 68 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance | ETF Returns Performance |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 45.34 - 60.61 | Updated Date 06/28/2025 |
52 Weeks Range 45.34 - 60.61 | Updated Date 06/28/2025 |
Upturn AI SWOT
ACGR
ETF Overview
Overview
The AdvisorShares Accelerate Global ETF (ACGR) is an actively managed fund focusing on global investment opportunities. It employs a flexible approach, investing across various asset classes and geographies to generate capital appreciation. ACGR aims to provide investors with exposure to global markets through a dynamic and adaptive strategy.
Reputation and Reliability
AdvisorShares is known for offering actively managed ETFs with innovative strategies. Their reputation is built on providing access to niche and specialized investment approaches.
Management Expertise
The management team at AdvisorShares has experience in active portfolio management and global investing. They employ a research-driven approach to identify investment opportunities.
Investment Objective
Goal
To achieve capital appreciation through a flexible and actively managed global investment strategy.
Investment Approach and Strategy
Strategy: ACGR does not track a specific index. Instead, it utilizes an active management approach to allocate capital across different global asset classes and sectors, aiming to optimize returns based on market conditions.
Composition ACGR holds a mix of stocks, bonds, and other investment vehicles across global markets. Its composition varies based on the investment team's assessment of market conditions and opportunities.
Market Position
Market Share: Data not readily available to determine an accurate market share.
Total Net Assets (AUM): 8.468400E+06
Competitors
Key Competitors
- VEU
- ACWX
- IXUS
Competitive Landscape
The global ETF market is highly competitive with many established passive and active funds. ACGR competes by offering a unique, actively managed approach, potentially leading to higher returns than passive funds, but also exposes investors to higher risk and management fees. A disadvantage is its relatively small AUM, which can impact liquidity and trading costs.
Financial Performance
Historical Performance: Historical performance data should be obtained from official fund documents or financial data providers. Not accessible at this time.
Benchmark Comparison: A relevant benchmark would be a broad global equity index such as the MSCI ACWI. Not accessible at this time.
Expense Ratio: 1.35
Liquidity
Average Trading Volume
Average trading volume fluctuates, it is imperative to check with the official resources before making any investment decisions.
Bid-Ask Spread
The bid-ask spread varies based on market conditions and trading volume, it is imperative to check with the official resources before making any investment decisions.
Market Dynamics
Market Environment Factors
Global economic indicators, political events, and currency fluctuations significantly impact ACGR. The ETF's performance is tied to the overall health and stability of global markets.
Growth Trajectory
ACGR's growth depends on its ability to deliver strong risk-adjusted returns and attract investor interest. The fund's active management strategy allows it to adapt to changing market conditions.
Moat and Competitive Advantages
Competitive Edge
ACGR's competitive advantage lies in its active management approach, providing the flexibility to adapt to changing market conditions and target specific investment opportunities globally. The ability to invest across asset classes and regions allows for strategic allocation based on macroeconomic trends. Its focus on active management differentiates it from passive index trackers, offering potential for higher returns through skillful stock selection and asset allocation. The fund's dynamic strategy aims to capitalize on global market inefficiencies and deliver superior risk-adjusted performance.
Risk Analysis
Volatility
ACGR's volatility will be dependent on the underlying assets and the active management strategy. Actively managed funds can sometimes exhibit higher volatility.
Market Risk
ACGR is subject to market risk as it invests in global equities and other asset classes. These assets are susceptible to economic downturns, geopolitical events, and other factors that can affect investment values.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking global exposure and is comfortable with active management, willing to pay higher fees for the potential of outperforming passive benchmarks.
Market Risk
ACGR is best suited for long-term investors with a higher risk tolerance who seek global diversification and potential for active management to enhance returns.
Summary
ACGR is an actively managed global ETF that aims to generate capital appreciation through a flexible investment approach. The fund invests across different asset classes and geographies, providing exposure to global markets. Its active management strategy distinguishes it from passive index trackers, potentially delivering higher returns but also exposes investors to higher risk. Investors should carefully consider their risk tolerance and investment objectives before investing in ACGR.
Peer Comparison
Sources and Disclaimers
Data Sources:
- AdvisorShares Official Website
- SEC Filings
- Financial Data Providers (e.g., Bloomberg, Yahoo Finance)
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investors should conduct their own due diligence before making investment decisions. Market share data is estimated based on available information and may not be precise.

AI Summarization is directionally correct and might not be accurate.

Summarized information shown could be a few years old and not current.

Fundamental Rating based on AI could be based on old data.

AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About ACGR
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||

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