ALPS Equal Sector Weight ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.
ALPS Equal Sector Weight ETF EQL
Morningstar’s Analysis EQL
Will EQL outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the EQL management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of EQL’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 24.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Alphabet Inc Class A | 5.47 | 40M | Communication Services |
Amazon.com Inc | 3.53 | 26M | Consumer Cyclical |
Exxon Mobil Corp | 2.37 | 17M | Energy |
NVIDIA Corp | 2.18 | 16M | Technology |
Linde PLC | 2.08 | 15M | Basic Materials |
Apple Inc | 1.97 | 15M | Technology |
Meta Platforms Inc Class A | 1.77 | 13M | Communication Services |
Tesla Inc | 1.68 | 12M | Consumer Cyclical |
Walmart Inc | 1.52 | 11M | Consumer Defensive |
Eli Lilly and Co | 1.47 | 11M | Healthcare |
United States