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ORR
Upturn stock ratingUpturn stock rating

Militia Long/Short Equity ETF (ORR)

Upturn stock ratingUpturn stock rating
$31.21
Last Close (24-hour delay)
Profit since last BUY8.37%
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Consider higher Upturn Star rating
BUY since 43 days
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  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
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Upturn Advisory Summary

08/14/2025: ORR (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 8.37%
Avg. Invested days 43
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 5.0
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 25.63 - 29.71
Updated Date 06/6/2025
52 Weeks Range 25.63 - 29.71
Updated Date 06/6/2025

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Militia Long/Short Equity ETF

stock logo

ETF Overview

overview logo Overview

The Militia Long/Short Equity ETF aims to generate capital appreciation by employing a long/short equity strategy. It seeks to outperform traditional market benchmarks by strategically allocating investments in both long and short positions within the equity market, adapting to various market conditions. The ETF focuses on identifying undervalued and overvalued securities, thereby capitalizing on market inefficiencies. It utilizes a combination of fundamental and technical analysis to manage risk and optimize returns.

reliability logo Reputation and Reliability

Information about the issuer's reputation and reliability is not readily available. Further research is recommended to assess their standing in the market.

reliability logo Management Expertise

Details about the management team's experience and expertise are not readily accessible. More information is needed to evaluate their capabilities in managing a long/short equity ETF.

Investment Objective

overview logo Goal

The primary investment goal is to achieve capital appreciation while managing risk through a dynamic long/short equity strategy.

Investment Approach and Strategy

Strategy: The ETF employs a long/short equity strategy, aiming to capitalize on both rising and falling stock prices. It does not track a specific index.

Composition The ETF holds a mix of long and short positions in various equity securities. The specific allocation varies based on market conditions and investment opportunities identified by the fund's managers.

Market Position

Market Share: Market share data is not readily available for this specific ETF.

Total Net Assets (AUM): AUM data is not readily available for this specific ETF.

Competitors

overview logo Key Competitors

  • QMN (ALPS/RiverNorth Fld Opprt ETF)
  • BTAL (AGF U.S. Market Neutral Anti-Beta Fund)
  • LGLV (American Century US Quality Value ETF)

Competitive Landscape

The long/short equity ETF industry is competitive, with various funds vying for investor capital. A long/short strategy is difficult to perform due to the constant monitoring needed, as well as having the skill to properly assess market opportunities for both long and short positions.

Financial Performance

Historical Performance: Historical performance data is not readily available without a specific ticker symbol.

Benchmark Comparison: Benchmark comparison requires specific performance data for both the ETF and relevant benchmarks.

Expense Ratio: Expense ratio data is not readily available without a specific ticker symbol.

Liquidity

Average Trading Volume

Average trading volume cannot be assessed without the ticker symbol or historical data.

Bid-Ask Spread

The bid-ask spread cannot be determined without real-time or historical trading data.

Market Dynamics

Market Environment Factors

Economic indicators such as interest rates, inflation, and GDP growth, along with sector-specific growth prospects and overall market sentiment, influence the ETF's performance. The effectiveness of the ETF's long/short strategy is highly dependent on market volatility and the dispersion of returns among different sectors and securities.

Growth Trajectory

Growth trends and patterns of the ETF depend on the fund's ability to execute its long/short strategy effectively, adapting to changing market conditions and identifying profitable opportunities.

Moat and Competitive Advantages

Competitive Edge

A unique investment strategy employing sophisticated quantitative models or a niche market focus can differentiate the ETF. Superior risk management practices and the ability to generate alpha consistently are key competitive advantages. The ETF's ability to adapt quickly to changing market dynamics and capitalize on market inefficiencies also contributes to its competitive edge. A strong track record of outperforming benchmarks while maintaining lower volatility than peers can attract investors.

Risk Analysis

Volatility

Assessing volatility requires historical price data and calculation of standard deviation or beta.

Market Risk

The ETF is subject to market risk, including fluctuations in equity prices, sector-specific risks, and macroeconomic factors. The success of the short positions depends on correctly identifying overvalued securities, and incorrect assessments can lead to losses.

Investor Profile

Ideal Investor Profile

The ideal investor is risk-tolerant and has a long-term investment horizon with understanding of market inefficiencies.

Market Risk

The ETF is suitable for long-term investors who want to protect against market conditions, active traders, or passive index followers.

Summary

The Militia Long/Short Equity ETF employs a long/short strategy to generate capital appreciation while managing risk. It seeks to capitalize on market inefficiencies by identifying undervalued and overvalued securities. The ETF's performance depends on the fund's ability to execute its strategy effectively and adapt to changing market conditions. Due to unavailable data, its historical performance, AUM, and market share are not readily assessable. Potential investors should review the fund's prospectus and consult with a financial advisor before investing.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • ETF.com
  • Morningstar
  • Individual ETF Fund Fact Sheets

Disclaimers:

The data provided is based on available information and may not be entirely accurate or up-to-date. Investment decisions should be made after conducting thorough research and consulting with a financial advisor.

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 Militia Long/Short Equity ETF

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

The fund is an actively managed exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing in both long and short positions in equity securities or ETFs that Militia Investments, LLC, the sub-adviser to the fund (the "Sub-Adviser"), believes offer the potential for capital appreciation. The fund is non-diversified.