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Upturn AI SWOT - About
Advisor Managed Portfolios (MVPL)
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Upturn Advisory Summary
04/01/2025: MVPL (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit -6.68% | Avg. Invested days 32 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 215 | Beta - | 52 Weeks Range 22.23 - 31.65 | Updated Date 04/1/2025 |
52 Weeks Range 22.23 - 31.65 | Updated Date 04/1/2025 |
Upturn AI SWOT
Advisor Managed Portfolios
ETF Overview
Overview
Advisor Managed Portfolios represent a suite of ETFs offering diversified investment strategies tailored to specific risk profiles and investment goals, often utilizing a fund-of-funds approach with varying asset allocations across different sectors and asset classes.
Reputation and Reliability
The reputation and reliability of the issuer depends on the specific provider, with established firms generally having strong track records.
Management Expertise
Management expertise varies depending on the issuer, with experienced portfolio managers typically overseeing the ETF portfolios.
Investment Objective
Goal
The primary investment goal of Advisor Managed Portfolios is typically to achieve a specific risk-adjusted return based on the chosen portfolio's allocation strategy.
Investment Approach and Strategy
Strategy: Advisor Managed Portfolios generally do not track a specific index, but rather employ a strategic asset allocation approach based on market conditions and investment objectives.
Composition The ETFs hold a diversified mix of assets, including stocks, bonds, and potentially alternative investments, depending on the specific portfolio's risk profile.
Market Position
Market Share: Market share is fragmented among numerous providers of advisor managed portfolio ETFs.
Total Net Assets (AUM): Varies greatly depending on the specific fund within the suite.
Competitors
Key Competitors
- AOA
- AOR
- AOM
- AOK
- SCHW
- IVV
Competitive Landscape
The competitive landscape is characterized by a wide range of providers offering similar asset allocation strategies. Advisor Managed Portfolios differentiate themselves based on their specific investment process, underlying fund selection, and cost structure. A disadvantage is the potential for higher expense ratios due to the fund-of-funds structure.
Financial Performance
Historical Performance: Historical performance varies significantly depending on the specific portfolio's asset allocation and market conditions.
Benchmark Comparison: Performance is typically compared to a custom benchmark reflecting the portfolio's target asset allocation.
Expense Ratio: Expense ratios vary depending on the specific portfolio and provider.
Liquidity
Average Trading Volume
Average trading volume varies greatly depending on the specific portfolio's popularity and AUM.
Bid-Ask Spread
Bid-ask spreads also fluctuate depending on the ETF's trading volume and market conditions.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate movements, and equity market performance significantly influence the performance of Advisor Managed Portfolios.
Growth Trajectory
Growth trends are influenced by investor demand for diversified investment solutions and the increasing adoption of advisor-managed portfolio strategies.
Moat and Competitive Advantages
Competitive Edge
Advisor Managed Portfolios offer investors a convenient and diversified investment solution managed by experienced professionals. Their advantages lie in their ability to provide asset allocation expertise, access to a broad range of asset classes, and potential for tax efficiency. The portfolios are tailored to specific risk profiles and investment goals, making them attractive to investors seeking a hands-off approach. The focus on diversification and risk management can lead to smoother returns over the long term.
Risk Analysis
Volatility
Volatility depends on the specific portfolio's asset allocation, with more conservative portfolios generally exhibiting lower volatility.
Market Risk
Market risk is inherent in the underlying assets, with equity-heavy portfolios being more sensitive to equity market fluctuations.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking a diversified, professionally managed portfolio aligned with their risk tolerance and investment goals.
Market Risk
They are generally best suited for long-term investors seeking a passive investment approach with strategic asset allocation.
Summary
Advisor Managed Portfolios provide a diversified investment solution tailored to specific risk profiles. They offer the convenience of professional asset allocation and management. Performance is subject to market risk and the effectiveness of the chosen asset allocation strategy. These portfolios suit long-term investors seeking a passive, diversified approach, although costs can be higher than single-asset ETFs and performance is dependent on the skill of the portfolio management team.
Similar Companies
AOA
iShares Core Aggressive Allocation ETF
AOA
iShares Core Aggressive Allocation ETF
AOK
iShares Core Conservative Allocation ETF
AOK
iShares Core Conservative Allocation ETF
AOM
iShares Core Moderate Allocation ETF
AOM
iShares Core Moderate Allocation ETF
AOR
iShares Core Growth Allocation ETF
AOR
iShares Core Growth Allocation ETF
IVV
iShares Core S&P 500 ETF
IVV
iShares Core S&P 500 ETF
SCHW
Charles Schwab Corp
SCHW
Charles Schwab Corp
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Company Filings
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual circumstances and consultation with a qualified 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 Advisor Managed Portfolios
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively-managed exchanged-traded fund ("ETF") that seeks to achieve its investment objective by investing in ETFs that provide unleveraged or leveraged exposure to the S&P 500 Index, depending on trading signals from proprietary models used by the fund"s investment adviser, Miller Value Partners, LLC (the "Adviser"), to implement the fund"s investment strategy. When the adviser"s trading signals indicate that the fund should be in an unleveraged (or "leverage off") position, the fund will invest its assets in an ETF that seeks to track the performance of the index.
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