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- Upturn Summary
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Upturn AI Summary
Series Portfolios Trust - Adaptive Select ETF(ADPV)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for ADPV
10/23/2026: ADPV (1-star) is currently NOT-A-BUY. Pass it for now.
ADPV is an actively managed ETF that uses a quantitative, adaptive strategy to invest in US equities. Its main strengths include a systematic approach that attempts to rotate into favored sectors and factors, providing a potential alternative to static index funds. It is best used as a core or satellite equity holding for investors seeking active management. Primary risks include higher expenses, potential model underperformance during specific market regimes, and lower liquidity compared to massive passive ETFs. It is most suitable for investors who believe in quantitative-based tactical allocation and are willing to accept active risk.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The fund may trail pure growth benchmarks during sustained bull markets. |
| Momentum investor | Strong fit while signal remains positive | The strategy is fundamentally aligned with momentum-based tactical adjustments. |
| Value investor | Mixed fit | Valuation is not the primary driver of the fund's current rotation strategy. |
| Dividend/Income investor | Weak fit | The fund is primarily focused on capital appreciation rather than consistent yield. |
| Low-risk investor | Mixed fit | While it attempts to mitigate downside, it remains fully invested in equity risk. |
Investor Profile
Ideal Investor Profile
The ideal investor is an individual or advisor looking for a systematic, quantitative approach to equity investing that seeks to move beyond traditional passive indexing.
Suitability
This ETF is best suited for long-term investors comfortable with active strategy risk, rather than passive index followers or short-term day traders.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | The tactical nature of the fund can lead to higher turnover and performance dispersion. |
| Market risk | High | The fund remains primarily exposed to equity market fluctuations. |
| Concentration | Medium | Strategic shifts may lead to temporary concentrations in specific sectors or styles. |
| Tracking/expense | Medium | Higher expense ratios compared to passive alternatives can drag on net performance. |
| Liquidity | Medium | Lower trading volume may lead to wider spreads during periods of market stress. |
| Business/sector quality | Medium | The model's reliance on quantitative signals carries the risk of false signals. |
Risk Analysis
Volatility
ADPV's volatility is tied to the equity market and the speed of its internal portfolio rebalancing.
Market Risk
The primary risk is a broad decline in US equity valuations, which the fund's strategy may not always be able to mitigate.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Large-Cap Equities | 65 | The fund maintains a core focus on large-cap US companies to provide broad market participation. |
| Market capitalization | US Mid/Small-Cap Equities | 25 | These holdings provide exposure to smaller companies that may offer higher growth potential but carry more volatility. |
| Cash/collateral | Cash and Equivalents | 10 | A cash buffer is maintained to facilitate the fund's adaptive trading strategy and manage liquidity needs. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 34.41% | Avg. Invested days 66 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/23/2026 |
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