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AdvisorShares Trust (HVAC)
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Upturn Advisory Summary
06/13/2025: HVAC (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.
Number of Analysts
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $0
1 Year Target Price $0
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 9.56% | Avg. Invested days 29 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 06/13/2025 |
Key Highlights
Company Size ETF | Market Capitalization 0 USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 20.01 - 27.74 | Updated Date 02/27/2025 |
52 Weeks Range 20.01 - 27.74 | Updated Date 02/27/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) - |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE - | Forward PE - | Enterprise Value - | Price to Sales(TTM) - |
Enterprise Value - | Price to Sales(TTM) - | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding - | Shares Floating - |
Shares Outstanding - | Shares Floating - | ||
Percent Insiders - | Percent Institutions - |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
AdvisorShares Trust
Company Overview
History and Background
AdvisorShares Trust is a registered investment company offering actively managed exchange-traded funds (ETFs). Founded to provide investors with access to unique investment strategies through the ETF structure, allowing actively managed strategies to be available in a more transparent and tax-efficient way.
Core Business Areas
- Actively Managed ETFs: AdvisorShares specializes in creating and managing actively managed ETFs. These ETFs employ various investment strategies and cover different asset classes and sectors.
Leadership and Structure
AdvisorShares is managed by a team of investment professionals with expertise in portfolio management and ETF structuring. Specific leadership details would be available on their corporate website or regulatory filings.
Top Products and Market Share
Key Offerings
- AdvisorShares Pure US Cannabis ETF (MSOS): Provides exposure to US cannabis companies, including multi-state operators. Competitors include alternative cannabis ETFs and cannabis stocks directly. Market share fluctuates based on performance and investor sentiment.
- AdvisorShares Pure Cannabis ETF (YOLO): Offers exposure to global cannabis companies. Competitors include alternative cannabis ETFs and cannabis stocks directly. Market share fluctuates based on performance and investor sentiment.
Market Dynamics
Industry Overview
The ETF industry is highly competitive, with numerous providers offering a wide range of investment strategies. Growth is driven by increasing investor adoption of ETFs for diversification and cost-effectiveness.
Positioning
AdvisorShares differentiates itself by focusing on actively managed ETFs and offering unique investment strategies that may not be readily available through passively managed funds. Their competitive advantage lies in their active management approach and specialized investment themes.
Total Addressable Market (TAM)
The total ETF market is valued in the trillions of dollars. AdvisorShares' TAM is the portion of the ETF market seeking actively managed strategies, which is a smaller but growing segment.
Upturn SWOT Analysis
Strengths
- Active Management Expertise
- Innovative ETF Strategies
- Experienced Management Team
Weaknesses
- Higher expense ratios compared to passive ETFs
- Performance dependent on active management decisions
- Smaller market share compared to larger ETF providers
Opportunities
- Growing demand for actively managed ETFs
- Expansion into new investment themes and asset classes
- Strategic partnerships with other financial institutions
Threats
- Increased competition from other ETF providers
- Market volatility and economic downturns
- Regulatory changes affecting the ETF industry
Competitors and Market Share
Key Competitors
- ARKK
- ICLN
- SMH
Competitive Landscape
AdvisorShares faces competition from large ETF providers with established brand recognition and extensive distribution networks. Their actively managed approach and specialized investment themes differentiate them, but also present performance risks.
Growth Trajectory and Initiatives
Historical Growth: Growth depends on investor adoption of their actively managed ETFs and the performance of those funds.
Future Projections: Future growth is dependent on market conditions, investment performance, and the ability to attract new investors.
Recent Initiatives: Recent initiatives may include the launch of new ETFs focusing on emerging investment themes and strategic partnerships to expand distribution.
Summary
AdvisorShares specializes in actively managed ETFs, offering unique investment strategies. Their focus on active management differentiates them but leads to higher expenses. Success depends on investment performance and attracting investor capital. The company must navigate competition and market volatility.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Financial News Articles
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Market share data is approximate and subject to change. 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 AdvisorShares Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively managed ETF that seeks to achieve its investment objective by investing in U.S. exchange traded equity securities consisting of common stock and ADRs of companies of any market capitalization. ADRs are securities traded on a local stock exchange that represent interests in securities issued by a foreign publicly listed company. The fund is non-diversified.
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