AB
| |
ALPS Balanced Opportunity Fund | ALIBXMutual Fund | |
| ALPS Balanced Opportunity Fund | |
| Last update 2025-03-27 | 59 Stocks (5 new) |
| Value $13.00 Mil | Turnover 8 % |
ALPS Balanced Opportunity Fund's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SMTH | ALPS Smith Core Plus Bond ETF | 2024-10-31 | New Buy New Buy | +29.90% | 25.83 ($26.25) 26.7 | $25.75 | -1.90% | New holding | 150,000 | 150,000 | |
TXN | Texas Instruments Inc | 2024-10-31 | Sold Out Sold Out | -1.19% | 181.19 ($201.77) 214.34 | $205.38 | 1.79% | Sold Out | 0 | -523 | |
LRCX | Lam Research Corp | 2024-10-31 | New Buy New Buy | +0.96% | 72.84 ($79.31) 89.01 | $96.02 | 21.07% | New holding | 1,670 | 1,670 | |
CCL | Carnival Corp | 2024-10-31 | Sold Out Sold Out | -0.95% | 14.01 ($17.81) 22.16 | $25.48 | 43.07% | Sold Out | 0 | -5,120 | |
INTC | Intel Corp | 2024-10-31 | Sold Out Sold Out | -0.88% | 18.89 ($21.53) 29.05 | $22.20 | 3.11% | Sold Out | 0 | -2,560 | |
BP | BP PLC | 2024-10-31 | Sold Out Sold Out | -0.81% | 29.02 ($32.46) 34.76 | $30.32 | -6.59% | Sold Out | 0 | -2,055 | |
DELL | Dell Technologies Inc | 2024-10-31 | New Buy New Buy | +0.77% | 87.89 ($114.05) 129.4 | $120.46 | 5.62% | New holding | 810 | 810 | |
DUK | Duke Energy Corp | 2024-10-31 | New Buy New Buy | +0.69% | 110.23 ($115.1) 120.76 | $115.95 | 0.74% | New holding | 770 | 770 | |
JPM | JPMorgan Chase & Co | 2024-10-31 | Reduce Reduce | -0.65% | 194.9 ($214.03) 225.5 | $284.06 | 32.72% | Reduce -18.9% | 1,180 | -275 | |
NVDA | NVIDIA Corp | 2024-10-31 | Reduce Reduce | -0.64% | 98.91 ($122.57) 143.71 | $154.31 | 25.90% | Reduce -13.24% | 3,210 | -490 |
ALPS Balanced Opportunity Fund Total Holding History ($B)
ALPS Balanced Opportunity Fund's Asset Allocation
ALPS Balanced Opportunity Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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ALPS Balanced Opportunity Fund's Hypothetical Growth since 2025-01-31
ALPS Balanced Opportunity Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
ALPS Balanced Opportunity Fund News
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