ALPS Balanced Opportunity Fund's ALPS Balanced Opportunity Fund (ALIBX) has disclosed 61 total holdings in their latest N-PORT filing with the SEC for the
portfolio date of 2025-04-30. The current portfolio value is calculated to be $11.00 Mil, only including common equities, preferred
equities, ETFs, options and warrants for equities. The turnover rate is 12%.
ALPS Balanced Opportunity Fund (ALIBX)'s
Total Assets is $11.34 Mil , Total Liabilities is $67,200.00 , Net Assets is $11.27 Mil.
In ALPS Balanced Opportunity Fund (ALIBX)'s current portfolio as of 2025-04-30, the top 5 holdings are
ALPS Smith Core Plus Bond ETF (SMTH), Amazon.com Inc (AMZN), Alphabet Inc (GOOGL), Microsoft Corp (MSFT) and Meta Platforms Inc (META),
not including call and put options.
ALPS Balanced Opportunity Fund (ALIBX) did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the mutual fund's current and past N-PORT holdings for ALPS Balanced Opportunity Fund (ALIBX), as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at 52-week lows, etc.
Please visit the "Stock Picks" tab to see the mutual fund's latest trades and stock picks for ALPS Balanced Opportunity Fund (ALIBX), which include data from form N-PORT.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for ALPS Balanced Opportunity Fund.