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Advisor Managed Portfolios (MVPL)



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Upturn Advisory Summary
08/14/2025: MVPL (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 Advisory Performance ![]() | ETF Returns Performance ![]() |
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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 |
Upturn AI SWOT
Advisor Managed Portfolios
ETF Overview
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.
Reputation and Reliability
Reputation and reliability vary depending on the specific issuer. Thorough research is needed to assess their track record and stability.
Management Expertise
Management expertise varies. Strong teams typically possess experienced investment professionals with a deep understanding of market dynamics.
Investment Objective
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
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.
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 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.

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.