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Upturn AI SWOT - About
The Advisorsa Inner Circle Fund III (SAGP)
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Upturn Advisory Summary
10/24/2025: SAGP (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 15.77% | Avg. Invested days 86 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.91 | 52 Weeks Range 26.21 - 32.96 | Updated Date 06/29/2025 |
52 Weeks Range 26.21 - 32.96 | Updated Date 06/29/2025 |
Upturn AI SWOT
The Advisorsa Inner Circle Fund III
ETF Overview
Overview
The Advisorsa Inner Circle Fund III is a diverse investment vehicle, encompassing various strategies and sectors through its multiple series and fund offerings, managed with an emphasis on operational efficiency and regulatory compliance.
Reputation and Reliability
The Advisorsa Inner Circle Fund III benefits from the operational framework and oversight of its established series trust structure, ensuring compliance and investor protection.
Management Expertise
The fund's management expertise lies in its ability to select and oversee experienced sub-advisors and investment managers for each individual fund within the series.
Investment Objective
Goal
The investment goal varies based on the specific series and fund within The Advisorsa Inner Circle Fund III, tailored to the chosen investment strategies.
Investment Approach and Strategy
Strategy: The strategy varies among different funds within the series, ranging from active management to passive index tracking.
Composition The fund's composition depends on the specific investment strategy of each underlying fund, potentially including stocks, bonds, and other asset classes.
Market Position
Market Share: Market share varies depending on the specific investment area within The Advisorsa Inner Circle Fund III.
Total Net Assets (AUM): Data unavailable. AUM fluctuates and requires specific fund of The Advisorsa Inner Circle Fund III to be mentioned.
Competitors
Key Competitors
Competitive Landscape
Due to the fund's umbrella structure encompassing various investment strategies, a direct competitive landscape assessment is not applicable without focusing on a specific sub-fund.
Financial Performance
Historical Performance: Historical performance varies significantly among different funds within The Advisorsa Inner Circle Fund III, requiring individual fund analysis.
Benchmark Comparison: Benchmark comparison depends on the specific fund's investment strategy and asset allocation within the series, requiring individual fund analysis.
Expense Ratio: Expense ratio varies based on each specific sub-fund within The Advisorsa Inner Circle Fund III, requiring individual fund analysis.
Liquidity
Average Trading Volume
Liquidity varies greatly, depending on the specific fund and its assets under management.
Bid-Ask Spread
The bid-ask spread is fund-specific and depends on the specific ETF's trading volume.
Market Dynamics
Market Environment Factors
The performance of funds within The Advisorsa Inner Circle Fund III is influenced by broad market trends, economic conditions, and specific sector dynamics relevant to each fund's investments.
Growth Trajectory
Growth patterns depend on the underlying fund strategies and their respective market exposures.
Moat and Competitive Advantages
Competitive Edge
The Advisorsa Inner Circle Fund III's strength lies in its diversified series trust structure, allowing multiple funds to operate under one umbrella. This streamlines operational and regulatory aspects, potentially reducing costs. The flexible structure enables the launch of diverse investment strategies catering to various investor needs. Furthermore, the series benefits from the experience of its management team and sub-advisors, contributing to a stable and compliant investment environment.
Risk Analysis
Volatility
Volatility varies based on the individual fund and its asset allocation within The Advisorsa Inner Circle Fund III.
Market Risk
Market risk depends on the underlying investments held by each fund within the series, including sector-specific and macroeconomic risks.
Investor Profile
Ideal Investor Profile
The ideal investor varies depending on the particular fund within The Advisorsa Inner Circle Fund III. Investors seeking specific investment strategies, risk profiles, or asset class exposures may find suitable funds.
Market Risk
Suitability varies, with some funds suited for long-term investors, active traders, or those following passive index strategies.
Summary
The Advisorsa Inner Circle Fund III is a series trust encompassing a variety of investment strategies under a unified operational and regulatory framework. Its advantages include cost efficiency and regulatory compliance benefits due to its series trust structure. Different funds within the series are tailored to diverse investment objectives, risk profiles, and asset allocations. Investors seeking exposure to particular strategies or asset classes may find the series appealing.
Peer Comparison
Sources and Disclaimers
Data Sources:
Disclaimers:
Data is based on available information and may be subject to change. Investment decisions should be based on thorough research 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 Advisorsa Inner Circle Fund III
Exchange NYSE ARCA | 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 objective by investing principally in the common stocks of U.S. and non-U.S. companies interested in influencing public policy through their lobbying activity in Washington D.C. Strategas Asset Management, LLC (the "Adviser") considers lobbying a nontraditional and largely unrecognized factor in company analysis. It may, from time to time, invest a significant portion of its total assets in securities of companies in certain sectors or located in particular countries or regions outside the U.S.
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.