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DIVP
Upturn stock rating

The Advisors’ Inner Circle Fund II (DIVP)

Upturn stock rating
$25.02
Last Close (24-hour delay)
upturn advisory
PASS
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
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*as per simulation
(see disclosures)
Time period over
  • ALL
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Upturn Advisory Summary

10/24/2025: DIVP (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Analysis of Past Performance

Type ETF
Historic Profit -9.1%
Avg. Invested days 45
Today’s Advisory PASS
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance 3.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulation Last Close 10/24/2025

Key Highlights

Volume (30-day avg) -
Beta -
52 Weeks Range 22.48 - 25.99
Updated Date 06/30/2025
52 Weeks Range 22.48 - 25.99
Updated Date 06/30/2025

ai summary icon Upturn AI SWOT

The Advisors’ Inner Circle Fund II

stock logo

ETF Overview

overview logo Overview

The Advisors' Inner Circle Fund II is an umbrella structure providing a platform for diverse ETFs, each with its own distinct investment focus and strategy. The specific focus, target sector, asset allocation, and investment strategy vary depending on the individual ETF within the fund.

reliability logo Reputation and Reliability

The Advisors' Inner Circle Fund is known for providing operational, compliance, and distribution support to smaller and emerging ETF managers. The reliability is dependent on the individual ETF's management and strategy.

reliability logo Management Expertise

Management expertise varies depending on the individual ETF within The Advisors' Inner Circle Fund II. Each ETF has its own dedicated management team.

Investment Objective

overview logo Goal

The primary investment goal depends on the specific ETF within The Advisors' Inner Circle Fund II. Each ETF has its own distinct objective, such as capital appreciation, income generation, or tracking a specific index.

Investment Approach and Strategy

Strategy: The investment strategy varies depending on the individual ETF. Some may track specific indexes, while others may employ active management strategies, focus on specific sectors, or invest in specific asset classes.

Composition The asset composition varies widely depending on the specific ETF within The Advisors' Inner Circle Fund II. It could include stocks, bonds, commodities, or a mix of asset classes.

Market Position

Market Share: The Advisors' Inner Circle Fund II's market share varies widely depending on the specific ETF within the fund. Individual ETFs may have niche market shares within their respective sectors.

Total Net Assets (AUM): The total net assets (AUM) for each ETF within The Advisors' Inner Circle Fund II varies significantly. This data is fund-specific.

Competitors

overview logo Key Competitors

Competitive Landscape

The competitive landscape varies greatly depending on the specific ETF within The Advisors' Inner Circle Fund II. Individual ETFs face competition from established players in their respective segments. The Advisors' Inner Circle Fund II offers a platform for smaller managers to launch ETFs, which can be advantageous in terms of flexibility and specialization, but may face challenges in terms of brand recognition and distribution compared to larger, established ETF providers.

Financial Performance

Historical Performance: Historical performance data is ETF-specific and varies widely within The Advisors' Inner Circle Fund II.

Benchmark Comparison: Benchmark comparison depends on the specific ETF and its chosen benchmark. Comparisons are fund-specific.

Expense Ratio: Expense ratios are ETF-specific and vary within The Advisors' Inner Circle Fund II.

Liquidity

Average Trading Volume

Average trading volume depends on the specific ETF and its popularity, and can vary considerably.

Bid-Ask Spread

The bid-ask spread depends on the specific ETF's trading volume and liquidity, and can vary.

Market Dynamics

Market Environment Factors

Market environment factors vary depending on the specific ETF and the asset classes it targets.

Growth Trajectory

Growth trends and patterns vary depending on the specific ETF within The Advisors' Inner Circle Fund II. Growth is fund-specific.

Moat and Competitive Advantages

Competitive Edge

The Advisors' Inner Circle Fund II's competitive advantage lies in providing a platform for smaller and emerging ETF managers to launch and operate ETFs, offering operational efficiencies and compliance support. This allows for specialized or niche investment strategies that may not be offered by larger ETF providers. The fund benefits from the diverse range of investment strategies offered by its underlying ETFs, potentially attracting a wider range of investors. The smaller size and focused approach of these ETFs can sometimes lead to outperformance, but also carries higher risk.

Risk Analysis

Volatility

Volatility depends on the specific ETF and its underlying assets.

Market Risk

Market risk is dependent on the specific ETF's asset allocation and investment strategy. Risk is fund-specific.

Investor Profile

Ideal Investor Profile

The ideal investor profile varies depending on the specific ETF within The Advisors' Inner Circle Fund II. Investors should carefully consider the specific objectives, risks, and strategies of each ETF before investing.

Market Risk

Suitability varies depending on the specific ETF. Some ETFs may be suitable for long-term investors, while others may be more appropriate for active traders.

Summary

The Advisors' Inner Circle Fund II acts as a platform for a diverse range of ETFs managed by various advisors, each with its own unique investment objective and strategy. This umbrella structure allows for niche and specialized investment approaches, appealing to investors seeking targeted exposure to specific sectors or asset classes. Investors should carefully evaluate each ETF individually, considering its specific investment strategy, risk profile, and expense ratio before investing. The fund's success depends on the performance of its constituent ETFs and the ability of the individual managers to execute their strategies effectively. Due diligence on the specific ETF is crucial before investing.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • ETF.com
  • Morningstar
  • Company Filings

Disclaimers:

Data and analysis are based on available information and subject to change. Investment decisions should be made based on individual financial circumstances and consultation with a financial advisor.

Upturn AI Summarization AI Summarization is directionally correct and might not be accurate.

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

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

Upturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About The Advisors’ Inner Circle Fund II

Exchange NYSE ARCA
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in dividend paying common stocks. As part of its strategy, the fund, in order to generate additional portfolio income, will selectively write (i.e., sell) covered call options, on a target range of between 25-40% of the underlying equity securities owned by the fund (although the fundamental "value" features of the fund"s approach to portfolio security selection stated above take precedence over option writing potential in that process).