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Upturn AI SWOT - About
Series Portfolios Trust - Adaptive Select ETF (ADPV)
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Upturn Advisory Summary
10/13/2025: ADPV (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 41.28% | Avg. Invested days 65 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/13/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 27.40 - 42.49 | Updated Date 06/29/2025 |
52 Weeks Range 27.40 - 42.49 | Updated Date 06/29/2025 |
Upturn AI SWOT
Series Portfolios Trust - Adaptive Select ETF
ETF Overview
Overview
The Adaptive Select ETF seeks to provide long-term capital appreciation by investing in a portfolio of U.S. listed equities selected using a quantitative, rules-based methodology. It aims to outperform the broader market by adapting to changing market conditions.
Reputation and Reliability
Series Portfolios Trust is a relatively new issuer, and its reputation is still developing. It focuses on offering actively managed ETFs.
Management Expertise
The management team utilizes quantitative strategies to select investments. The expertise lies in the rules-based selection process.
Investment Objective
Goal
The investment goal is long-term capital appreciation.
Investment Approach and Strategy
Strategy: The ETF employs a quantitative, rules-based methodology to select U.S. listed equities.
Composition The ETF holds a portfolio of U.S. listed equities across various sectors.
Market Position
Market Share: Insufficient data to provide an accurate market share.
Total Net Assets (AUM): Insufficient data to provide an accurate market share.
Competitors
Key Competitors
- SPY
- IVV
- VTI
Competitive Landscape
The ETF industry is highly competitive, dominated by large players like Vanguard and BlackRock. Adaptive Select ETF faces the challenge of establishing itself. Its advantage lies in its active, quantitative management style, while its disadvantage is its limited track record and smaller AUM compared to established competitors.
Financial Performance
Historical Performance: Insufficient data to provide accurate historical performance data.
Benchmark Comparison: Insufficient data to provide an accurate benchmark comparison.
Expense Ratio: Insufficient data to provide accurate expense ratio data.
Liquidity
Average Trading Volume
Insufficient data to provide accurate trading volume data.
Bid-Ask Spread
Insufficient data to provide accurate bid-ask spread data.
Market Dynamics
Market Environment Factors
Economic indicators such as GDP growth, inflation, and interest rates influence the performance of the U.S. equity market and therefore affect Adaptive Select ETF. Sector growth prospects and overall market sentiment are also key drivers.
Growth Trajectory
Insufficient data to provide an accurate growth trajectory.
Moat and Competitive Advantages
Competitive Edge
Adaptive Select ETF aims to differentiate itself through its active, quantitative investment approach. It uses a rules-based methodology to adapt to market conditions, potentially capturing upside while mitigating downside risk. The strategy focuses on identifying and investing in companies with strong fundamentals and growth potential. This approach could appeal to investors seeking actively managed exposure to U.S. equities.
Risk Analysis
Volatility
Insufficient data to assess the ETF's historical volatility.
Market Risk
The ETF is subject to market risk, which includes fluctuations in the overall U.S. equity market. Specific risks associated with the underlying assets include sector-specific risks and company-specific risks.
Investor Profile
Ideal Investor Profile
The ideal investor is one who seeks long-term capital appreciation through active management of U.S. equities and is comfortable with the potential risks associated with active investment strategies.
Market Risk
This ETF is suitable for long-term investors seeking exposure to the U.S. equity market through a quantitative, active strategy.
Summary
The Adaptive Select ETF seeks long-term capital appreciation using a quantitative, rules-based approach. It aims to outperform the broad market by adapting to changing conditions. However, due to limited historical data and competition from established ETFs, its success depends on demonstrating consistent outperformance and attracting sufficient AUM. It's suitable for investors seeking actively managed U.S. equity exposure and who are willing to take on the risks associated with an newer, active fund.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Company Fact Sheet
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investors should consult with a qualified financial advisor before making any investment decisions. 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 Series Portfolios Trust - Adaptive Select ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
To achieve its investment objective of long-term capital appreciation, the fund will invest substantially all of its net assets in a portfolio of publicly-listed equity securities of U.S. large capitalization companies during broad U.S. equity market uptrends. The fund will primarily own common stocks, but may also invest in equity securities of REITS to the extent such REITS are among the 1,000 largest capitalized U.S.-listed stocks. It is non-diversified.
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