Series Portfolios Financial Statements From 2010 to 2026

ADPV Etf  USD 44.60  0.87  1.99%   
Series Portfolios' financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Series Portfolios' valuation are provided below:
Series Portfolios Trust does not presently have any fundamental trend indicators for analysis.
Check Series Portfolios financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Series Portfolios' main balance sheet or income statement drivers, such as , as well as many indicators such as . Series financial statements analysis is a perfect complement when working with Series Portfolios Valuation or Volatility modules.
This module can also supplement various Series Portfolios Technical models . Check out the analysis of Series Portfolios Correlation against competitors.

Series Portfolios Trust ETF Beta Analysis

Series Portfolios' Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.

Beta

 = 

Covariance

Variance

More About Beta | All Equity Analysis

Current Series Portfolios Beta

    
  1.02  
Most of Series Portfolios' fundamental indicators, such as Beta, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Series Portfolios Trust is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
Competition

In accordance with the recently published financial statements, Series Portfolios Trust has a Beta of 1.02. This is much higher than that of the Adaptive ETF family and significantly higher than that of the Mid-Cap Blend category. The beta for all United States etfs is notably lower than that of the firm.

About Series Portfolios Financial Statements

Series Portfolios investors use historical fundamental indicators, such as Series Portfolios' revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Series Portfolios. Please read more on our technical analysis and fundamental analysis pages.
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. Adaptiv Select is traded on NYSEARCA Exchange in the United States.

Thematic Opportunities

Explore Investment Opportunities

Build portfolios using Macroaxis predefined set of investing ideas. Many of Macroaxis investing ideas can easily outperform a given market. Ideas can also be optimized per your risk profile before portfolio origination is invoked. Macroaxis thematic optimization helps investors identify companies most likely to benefit from changes or shifts in various micro-economic or local macro-level trends. Originating optimal thematic portfolios involves aligning investors' personal views, ideas, and beliefs with their actual investments.
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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:
Check out the analysis of Series Portfolios Correlation against competitors.
You can also try the Portfolio Diagnostics module to use generated alerts and portfolio events aggregator to diagnose current holdings.
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.