The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.
ALPS Active Equity Opportunity ETF RFFC
Morningstar’s Analysis RFFC
Will RFFC outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 30.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 4.59 | 1.1 Mil | Technology |
NVIDIA Corp | 4.18 | 966,822 | Technology |
JPMorgan Chase & Co | 3.70 | 855,984 | Financial Services |
Amazon.com Inc | 3.19 | 738,628 | Consumer Cyclical |
Alphabet Inc Class A | 3.10 | 717,709 | Communication Services |
ConocoPhillips | 2.65 | 611,806 | Energy |
State Street Instl Trs Pls MMkt Premier | 2.34 | 541,857 | Corporate |
Meta Platforms Inc Class A | 2.30 | 530,827 | Communication Services |
American Express Co | 2.29 | 530,491 | Financial Services |
UnitedHealth Group Inc | 2.26 | 523,130 | Healthcare |