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ADPV ETF ANALYSIS

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ADPV ETF FUNDAMENTALS
ADPV ETF PERFORMANCE

ADPV ISSUER

The ADPV ETF, officially known as the Active Diversified Portfolio ETF, is an actively managed exchange-traded fund (ETF). This ETF's primary objective is to seek long-term capital appreciation by investing substantially all of its net assets in a portfolio of publicly-listed equity securities of large capitalization U.S. companies during broad U.S. equity market uptrends. Large capitalization securities, according to the fund's definition, include those within the 1,000 largest capitalized U.S.-listed stocks.

ADPV DIVIDEND

The ADPV Dividend ETF focuses on sustainable investment objectives by allocating at least 80% of its net assets to U.S. equity securities with ties to the American economy. It prioritizes companies contributing to positive environmental and social change, aligning with megatrends like climate change, resource conservation, and population trends. This actively managed fund's portfolio managers employ a bottom-up approach, considering environmental and social themes while avoiding industries that negatively impact society or the environment. ADPV also engages with company management to address evolving ESG concerns, making it a comprehensive choice for sustainable investors.

ADPV TRACKING

This exchange-traded fund, known as the ADPV ETF, employs an active management strategy and is non-diversified. Its primary aim is to achieve long-term capital appreciation by investing substantially all of its assets in publicly-listed equity securities of large capitalization U.S. companies during broader U.S. equity market uptrends. ADPV defines large capitalization securities as those within the 1,000 largest capitalized U.S.-listed stocks, potentially including real estate investment trusts (REITs). The fund utilizes a multi-factor objective rules-based model to identify market trends, particularly focusing on a U.S. equity market regime filter. When the broader U.S. equity market exhibits an uptrend, ADPV maintains 100% equity exposure, while during downtrends, it shifts to 100% investment in 1-to-3-Month US Treasury Bills and cash. The ETF's portfolio consists of 25 equally weighted stocks initially, with periodic adjustments based on the model's rankings. Additionally, ADPV aims to limit drawdowns during market downtrends by transitioning to short-term US Treasuries and cash. It may also invest in REITs if they fall within the 1,000 largest capitalized U.S.-listed stocks. Active and frequent trading is part of the fund's strategy due to its non-diversified nature.

ADPV CORRELATION

The correlation aspect of the Active Developmental Large Cap Equity ETF (ADPV) is essential for understanding its performance in relation to the broader U.S. equity market. As an actively managed ETF, ADPV aims to achieve long-term capital appreciation by investing in publicly-listed equity securities of U.S. large capitalization companies during broad U.S. equity market uptrends. Given its focus on large-cap stocks, ADPV is expected to exhibit a strong positive correlation with the overall U.S. stock market during periods of market upswings. Investors seeking to align their portfolios with broad market trends and capture the performance of large-cap stocks often look to ADPV as a suitable investment option.

ADPV SECTOR

The Alternative Sources ADPV ETF (ADPV) focuses on investing in alternative energy and renewable resources. This actively managed ETF seeks to achieve long-term capital appreciation by primarily investing in publicly-listed equity securities of U.S. large capitalization companies within the alternative energy and renewable resources sector during broad U.S. equity market uptrends. The fund uses a multi-factor objective rules-based model to identify market trends and selects investments accordingly. It aims to tap into the growth potential of the clean energy sector while actively managing drawdowns during market downtrends.

ADPV EXPOSURE

The exposure characteristic of the Adaptiv Select ETFfocuses on active management within the U.S. equity market. It aims for long-term capital appreciation by investing primarily in publicly-listed equity securities of U.S. large capitalization companies during broad U.S. equity market uptrends. These large capitalization companies are selected from the 1,000 largest capitalized U.S.-listed stocks, which may include real estate investment trusts (REITs). The ETF's exposure strategy is driven by a multi-factor objective rules-based model developed and maintained by Client First Investment Management LLC, the fund's adviser. This model uses technical momentum indicators to identify market trends, with 100% equity exposure during uptrends and 100% allocation to 1-to-3-Month US Treasury Bills and cash during downtrends. The ETF holds an initially equal-weighted portfolio of 25 stocks based on weekly rankings from the model, with ongoing adjustments and replacements based on the model's objective rankings.

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FREQUENTLY ASKED QUESTIONS

Can you explain the correlation of ADPV with the U.S. equity market?
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How does ADPV's dividend strategy compare to other funds like QQQ and IWM?
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