Tactical Allocation · NYSE ARCA · USD · Data as of 2026-07-30
AUM
$391.37M
Expense ratio
1.33%
Yield
0.00%
YTD return
+21.82%
Last price
$32.56
Unclassified · Coverage 75% · medium
Today
38.7
Outlook
41.0
Block A (composite-derived)
35.1
Block C (market behavior)
34.9
Today overlay (Block D)
0.0
Outlook overlay (Block D)
0.0
today_score = clip(0,100, 50 + 0.15·(A−50) + 0.60·(C−50) + D_today). Block B (holdings rollup) is in Phase 3 development; β=0 caps the natural range at ~12.5–87.5 in Preview v0.9. Formula version tide-etf-v1.0.0.
35.1
Coverage 75% · medium
Liquidity
50.0
Expenses
25.0
Performance
—
Volatility
—
Dividend
0.0
Concentration
25.0
Smart Money
57.3
Activist
50.7
Formula version composite-v1.0.0. Axes hover to see why a sub-score is missing.
Adaptive Alpha Opportunities ETF (AGOX) is an exchange-traded fund from Adaptive ETF in the Mixed asset class. Launched in 2012. Assets under management: 364,321,024.
Bullish Whales composite rating: 35 out of 100. Evidence coverage 75% across 6 of 8 axes. Strongest axes: smart-money flow, activist exposure, liquidity.
Annualized one-year realized volatility 18%, classified moderate. Weakest axes: dividend, concentration.
Top-10 weight 1%, diversified, led by QQQ.
etf_composite_score_current · activist_score, composite_score, concentration_score, confidence, coverage_pct, dividend_score, liquidity_score, smart_money_scoreetf_holdings_top10 · holding_symbol, weightetf_universe · asset_class, aum_usd, fund_type, inception_date, issuer, name, ticker, volatility_1yAdaptive Alpha Opportunities Fund is a mutual fund designed to provide investors with a diversified portfolio aimed at achieving maximal returns by capitalizing on market inefficiencies. The fund primarily seeks alpha generation, which denotes its ability to outperform a benchmark index or expected market return, through strategic asset allocation and stock selection. It employs a dynamic investment strategy that adapts to changing market conditions, allowing portfolio managers to pivot between different asset classes such as equities, bonds, and other securities. The Adaptive Alpha Opportunities Fund is particularly noteworthy for its flexible investment mandate that allows it to delve into both domestic and international markets, aiming to exploit growth opportunities wherever they may arise. It plays a significant role in the financial market by providing institutional and retail investors with exposure to a well-managed, actively adjusted portfolio that seeks superior risk-adjusted returns. As part of its strategy, the fund focuses on identifying undervalued companies with strong fundamentals and potential for appreciation, making it a vital vehicle for investors looking to enhance their portfolio through active management techniques.
30-day change
$4.65M
90-day change
—
Current AUM: $391,365,376. AUM change is computed from rolling daily fundamentals snapshots; it reflects total net-asset deltas (creations/redemptions + market value moves), not pure share creations.
Fund documents (fact sheets, prospectuses, semi-annual reports) for AGOX are coming soon. The BW fund-document archive will surface PDFs alongside a metadata index for searchability.