Series Portfolios is selling for under 34.35 as of the 21st of March 2025; that is 0.03 percent increase since the beginning of the trading day. The etf's lowest day price was 34.33. Series Portfolios has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
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. More on Series Portfolios Trust
David Zarling, Ian McMillan, Andrew Serowik, Gabriel Tan, Todd Alberico, Brian Cooper
Transfer Agent
U.S. Bancorp Fund Services, LLC
Fiscal Year End
31-Oct
Exchange
NYSE Arca, Inc.
Number of Constituents
3.0
Market Maker
GTS
Total Expense
1.0
Management Fee
1.0
200 Day M A
33.9146
Country Name
USA
50 Day M A
37.4326
Code
ADPV
Updated At
20th of March 2025
Returns Y T D
(3.46)
Name
Series Portfolios Trust - Adaptive Select ETF
Currency Name
US Dollar
Currency Code
USD
Open Figi
BBG01BBJQ2C4
Type
ETF
1y Volatility
21.83
Series Portfolios Trust [ADPV] is traded in USA and was established 2022-11-03. The fund is listed under Mid-Cap Blend category and is part of Adaptive ETF family. The entity is thematically classified as Size And Style ETFs. Series Portfolios Trust presently have in assets under management (AUM). , while the total return for the last year was 16.3%.
Check Series Portfolios Probability Of Bankruptcy
Series Portfolios Trust Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Series Portfolios. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
When determining whether Series Portfolios Trust is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if Series Etf is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Series Portfolios Trust Etf. Highlighted below are key reports to facilitate an investment decision about Series Portfolios Trust Etf:
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The market value of Series Portfolios Trust is measured differently than its book value, which is the value of Series that is recorded on the company's balance sheet. Investors also form their own opinion of Series Portfolios' value that differs from its market value or its book value, called intrinsic value, which is Series Portfolios' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Series Portfolios' market value can be influenced by many factors that don't directly affect Series Portfolios' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Series Portfolios' value and its price as these two are different measures arrived at by different means. Investors typically determine if Series Portfolios is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Series Portfolios' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.