RiverShares Global Balanced Opportunisti (S:0P00018U2J)
21.82
-0.93
(-4.07%)
USD |
Mar 31 2026
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of May 20, 2026.
Asset Allocation
| Type | % Net |
|---|
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| ALPS Dynamic US Dividend Advantage ETF | 25.12% | 68.44 | -0.43% |
| First Trust RiverFront Dynamic Developed Intl ETF | 17.25% | 85.76 | -0.31% |
| iShares Core S&P 500 ETF | 11.56% | 744.75 | 1.03% |
| JPMorgan Equity Premium Income ETF | 10.05% | 56.17 | 0.16% |
| iShares US Technology ETF | 8.06% | 239.30 | 2.02% |
| Invesco NASDAQ 100 ETF | 5.54% | 293.52 | 1.62% |
| First Trust RiverFront Dynamic Emerging Mkts ETF | 5.21% | 89.42 | -1.84% |
| ALPS Dynamic Core Income ETF | 2.40% | 22.11 | -0.29% |
| iShares 1-5 Year Investment Grade Corporate Bd ETF | 2.27% | 52.32 | 0.28% |
| iShares MSCI Europe Financials ETF | 2.26% | 38.38 | 2.91% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
| Bond | |
| Yield to Maturity | -- |
| Effective Duration | -- |
| Average Coupon | -- |
| Calculated Average Quality | -- |
| Effective Maturity | -- |
| Nominal Maturity | -- |
| Number of Bond Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Last Annual Report Date | -- |
| Last Prospectus Date | -- |
| Attributes | |
| Index Fund | -- |
| Inverse Fund | -- |
| Leveraged Fund | -- |
| Fund of Funds | -- |
| Currency Hedged Fund | -- |
| Synthetic Replication Fund | -- |
| Socially Responsible Fund | -- |