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Upturn AI SWOT - About
The Advisorsâ Inner Circle Fund II (DIVP)

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Upturn Advisory Summary
10/24/2025: DIVP (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit -9.1% | Avg. Invested days 45 | Today’s Advisory PASS |
Upturn Star Rating ![]() | Upturn Advisory Performance | ETF Returns Performance |
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 |
Upturn AI SWOT
The Advisorsâ Inner Circle Fund II
ETF Overview
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.
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.
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
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
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.
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 The Advisorsâ 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).

Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
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