Adaptive Alpha Opportunities ETFAGOX

ETFCavalier Investments LLC d/b/a Adaptive
Type
ETF
Peer group
US equity: large companies
Net assets
$341.8M
Expense ratio
1.33%
1-year return
+18.6%
3 years, a year
+15.3%
5 years, a year
+7.8%
12-month yield
2.74%
Holdings
214

What it aims to do.

The Adaptive Alpha Opportunities ETF (the Fund) seeks capital appreciation.

Top 10 holdings.

Holding% of fund
VanEck Vectors Semic6.81%
Health Care Select S4.48%
KLAC KLA-Tencor Corp4.44%
VST Vistra Energy Corp4.19%
iShares Russell 20003.95%
HWM Howmet Aerospace Inc3.93%
LRCX Lam Research Corp3.40%
Communication Servic3.39%
NVDA NVIDIA Corp3.32%
JPM JPMorgan Chase & Co3.04%

More on AGOX.

Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.