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MVPL
Upturn stock ratingUpturn stock rating

Advisor Managed Portfolios (MVPL)

Upturn stock ratingUpturn stock rating
$34.33
Last Close (24-hour delay)
Profit since last BUY18.95%
upturn advisory
Consider higher Upturn Star rating
BUY since 65 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
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Time period over
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Upturn Advisory Summary

08/14/2025: MVPL (1-star) has a low Upturn Star Rating. Not recommended to BUY.

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 11%
Avg. Invested days 38
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 4.0
ETF Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

Key Highlights

Volume (30-day avg) -
Beta -
52 Weeks Range 23.52 - 31.65
Updated Date 06/28/2025
52 Weeks Range 23.52 - 31.65
Updated Date 06/28/2025

ai summary icon Upturn AI SWOT

Advisor Managed Portfolios

stock logo

ETF Overview

overview logo Overview

Advisor Managed Portfolios offer a diversified investment approach through a single investment vehicle. The focus is on strategic asset allocation and professional portfolio management to achieve specific financial goals.

reliability logo Reputation and Reliability

Reputation and reliability vary depending on the specific issuer. Thorough research is needed to assess their track record and stability.

reliability logo Management Expertise

Management expertise varies. Strong teams typically possess experienced investment professionals with a deep understanding of market dynamics.

Investment Objective

overview logo Goal

To provide a professionally managed investment portfolio tailored to specific risk tolerance and investment objectives.

Investment Approach and Strategy

Strategy: These portfolios typically utilize a strategic asset allocation approach and don't track a specific index. Investment strategies can be customized to match different risk levels and financial goals.

Composition The composition usually consists of a mix of stocks, bonds, and possibly other asset classes depending on the portfolio's risk profile.

Market Position

Market Share: Market share varies widely depending on the specific Advisor Managed Portfolio and its provider.

Total Net Assets (AUM): AUM varies significantly. Individual portfolios may have AUM ranging from small to very large depending on investor demand.

Competitors

overview logo Key Competitors

  • VOO
  • IVV
  • SPY
  • AGG
  • BND

Competitive Landscape

The competitive landscape is intense, with many established ETFs offering similar broad market exposure or fixed income exposure. Advisor Managed Portfolios benefit from personalized portfolio management, but they may face challenges in attracting cost-conscious investors and competing with low-cost index ETFs.

Financial Performance

Historical Performance: Historical performance depends heavily on the specific asset allocation and management strategy employed. Past performance is not indicative of future results.

Benchmark Comparison: The appropriate benchmark depends on the asset allocation. Performance is typically compared against a blend of relevant indices.

Expense Ratio: Expense ratios tend to be higher than passively managed ETFs, reflecting the cost of active management and advisory services.

Liquidity

Average Trading Volume

Trading volume varies, but is generally sufficient for most investors due to the underlying ETF components being liquid.

Bid-Ask Spread

The bid-ask spread depends on the underlying ETFs, but is generally narrow due to the liquidity of those holdings.

Market Dynamics

Market Environment Factors

Economic indicators, interest rates, and market volatility all influence the performance of Advisor Managed Portfolios due to their diversified holdings.

Growth Trajectory

Growth depends on market conditions and the ability of portfolio managers to adapt to changing market dynamics and implement effective investment strategies.

Moat and Competitive Advantages

Competitive Edge

Advisor Managed Portfolios offer personalized asset allocation and ongoing portfolio management tailored to individual investor needs. This customized approach differentiates them from passive index ETFs and provides potential for risk-adjusted outperformance. The value proposition lies in providing financial planning and investment expertise in a readily accessible format. This contrasts with self-directed investing which requires substantial investor knowledge and continuous monitoring.

Risk Analysis

Volatility

Volatility depends on the specific asset allocation, but these portfolios are generally less volatile than single-asset class investments.

Market Risk

Market risk is inherent in the underlying assets, including equity market risk, interest rate risk (for bond holdings), and inflation risk.

Investor Profile

Ideal Investor Profile

The ideal investor is someone seeking professional portfolio management and asset allocation guidance, who may lack the time or expertise to manage their investments independently.

Market Risk

These portfolios are best suited for long-term investors who seek a diversified and professionally managed investment solution.

Summary

Advisor Managed Portfolios provide a convenient solution for investors looking for professional portfolio management and asset allocation. These offerings provide strategic diversification across asset classes and a framework for managing investments based on individual risk tolerance and goals. While they offer personalized services, they generally come with higher expense ratios than passively managed ETFs. Overall, these portfolios can be a suitable option for investors seeking a hands-off, professionally managed investment strategy.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • SEC Filings
  • ETF Provider Websites
  • Morningstar
  • Bloomberg

Disclaimers:

This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and after consulting with a qualified financial advisor. Past performance is not indicative of future results.

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

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

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

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

About Advisor Managed Portfolios

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

The fund is an actively-managed exchanged-traded fund ("ETF") that seeks to achieve its investment objective by investing in ETFs that provide unleveraged or leveraged exposure to the S&P 500 Index, depending on trading signals from proprietary models used by the fund"s investment adviser, Miller Value Partners, LLC (the "Adviser"), to implement the fund"s investment strategy. When the adviser"s trading signals indicate that the fund should be in an unleveraged (or "leverage off") position, the fund will invest its assets in an ETF that seeks to track the performance of the index.