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Upturn AI SWOT - About
The Advisorsâ Inner Circle Fund II (DIVP)
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- SELL Advisory (Profit)
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Upturn Advisory Summary
08/14/2025: DIVP (1-star) is a SELL. SELL since 3 days. Profits (2.74%). Updated daily EoD!
Upturn Star 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 -4.73% | Avg. Invested days 48 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
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 |
Upturn AI SWOT
The Advisorsâ Inner Circle Fund II
ETF Overview
Overview
The Advisors' Inner Circle Fund II is a platform that offers a diverse range of actively managed and index-based ETFs across various asset classes and investment strategies. It provides investors with access to specialized investment approaches managed by experienced sub-advisors.
Reputation and Reliability
The Advisors' Inner Circle Fund is known for providing operational, administrative, and compliance services to a wide array of investment companies. They work with established and emerging investment managers.
Management Expertise
The fund's success depends on the expertise of the sub-advisors selected for each specific ETF within the platform. Expertise varies depending on the individual ETF.
Investment Objective
Goal
The investment objective varies depending on the specific ETF within The Advisors' Inner Circle Fund II platform. Each ETF has its own specific goal.
Investment Approach and Strategy
Strategy: The strategy varies widely depending on the specific ETF, including active management, index tracking, and strategic beta approaches. The underlying strategy is set by the chosen sub-advisor.
Composition The composition varies widely depending on the specific ETF within the platform. They hold stocks, bonds, commodities or a mix of asset classes
Market Position
Market Share: Market share varies widely depending on the individual ETF within the platform, and the sector it invests in.
Total Net Assets (AUM): AUM varies widely depending on the individual ETF within the platform.
Competitors
Key Competitors
- SPY
- IVV
- VOO
- IWM
- QQQ
Competitive Landscape
The competitive landscape is highly fragmented, with many ETFs vying for market share. The Advisors' Inner Circle Fund II's competitiveness depends on the specific ETF's performance, expense ratio, and the reputation of its sub-advisor. A disadvantage is the platform's complexity for investors, as performance can vary widely from ETF to ETF. Advantages includes a diverse exposure.
Financial Performance
Historical Performance: Historical performance varies widely depending on the specific ETF. Refer to the prospectus of each ETF to see the performance history.
Benchmark Comparison: Benchmark comparison varies widely depending on the specific ETF. Refer to the prospectus of each ETF.
Expense Ratio: Expense ratios vary depending on the specific ETF within the platform.
Liquidity
Average Trading Volume
Average trading volume varies widely depending on the specific ETF within the platform.
Bid-Ask Spread
The bid-ask spread varies widely depending on the specific ETF and market conditions.
Market Dynamics
Market Environment Factors
Market environment factors depend on the specific ETFs holdings. Broadly, economic growth, interest rates, and investor sentiment will affect all ETFs.
Growth Trajectory
Growth trajectory depends on the ability of the advisors to attract investment from their strategies.
Moat and Competitive Advantages
Competitive Edge
The Advisors' Inner Circle Fund II offers a platform for specialized investment managers to launch and manage ETFs. Its competitive edge lies in the flexibility to onboard different strategies quickly, allowing niche managers to reach a broader investor base. This structure diversifies risk by having sub-advisors oversee specific funds, promoting innovation in investment offerings. It is a competitive advantage to provide the infrastructure for emerging managers.
Risk Analysis
Volatility
Volatility depends on the specific investments within the fund.
Market Risk
Market risk depends on the specific investments within the fund and the sector it invests in.
Investor Profile
Ideal Investor Profile
The ideal investor profile varies depending on the specific ETF but generally consists of investors seeking targeted exposure to specific investment strategies or asset classes. Investors looking for exposure to niche strategies or specific investment styles.
Market Risk
Suitability depends on the specific ETF. The ETFs are suitable for both active and passive investors.
Summary
The Advisors' Inner Circle Fund II is a platform that provides investors access to different investment strategies managed by several sub-advisors. It offers a wide range of ETFs across different asset classes. The financial performance of each ETF will vary depending on the underlying assets and the skill of the portfolio manager. Investors should do their research and understand the investment strategies.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Company Website
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Consult with a financial advisor before making any investment decisions. Data may be delayed.
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.