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ALPS Active Equity Opportunity ETF RFFC

Medalist Rating as of | See ALPS Investment Hub

Morningstar’s Analysis RFFC

Will RFFC outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Weakness in ALPS Active Equity Opportunity ETF's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

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Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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Portfolio Holdings RFFC

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 30.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

4.82 1.1 Mil
Technology

NVIDIA Corp

4.30 998,044
Technology

JPMorgan Chase & Co

3.56 825,467
Financial Services

State Street Instl Trs Pls MMkt Premier

3.44 797,269
Corporate

Amazon.com Inc

3.16 733,197
Consumer Cyclical

Alphabet Inc Class A

2.68 621,930
Communication Services

Meta Platforms Inc Class A

2.63 610,294
Communication Services

Costco Wholesale Corp

2.30 532,852
Consumer Defensive

Apple Inc

2.29 531,794
Technology

UnitedHealth Group Inc

2.27 526,734
Healthcare