AB

ALPS Balanced Opportunity Fund | ALIBX

Mutual Fund
ALPS Balanced Opportunity Fund
Last update 2025-03-27 59 Stocks (5 new)
Value $13.00 Mil Turnover 8 %
Countries:
Top Holdings: SMTH(30.74%)AAPL(3.74%)AMZN(3.40%)GOOGL(2.64%)NVDA(2.31%)
Summary Stock Picks Current Portfolio
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 ETF2024-10-31New Buy
+29.90%
●
25.83 ($26.25) 26.7
$25.52
-2.78%
New holding
150,000
150,000
TXN 		Texas Instruments Inc2024-10-31Sold Out
-1.19%
●
181.19 ($201.77) 214.34
$194.03
-3.84%
Sold Out
0
-523
LRCX 		Lam Research Corp2024-10-31New Buy
+0.96%
●
72.84 ($79.31) 89.01
$87.31
10.09%
New holding
1,670
1,670
CCL 		Carnival Corp2024-10-31Sold Out
-0.95%
●
14.01 ($17.81) 22.16
$24.23
36.08%
Sold Out
0
-5,120
INTC 		Intel Corp2024-10-31Sold Out
-0.88%
●
18.89 ($21.53) 29.05
$20.32
-5.62%
Sold Out
0
-2,560
BP 		BP PLC2024-10-31Sold Out
-0.81%
●
29.02 ($32.46) 34.76
$29.31
-9.70%
Sold Out
0
-2,055
DELL 		Dell Technologies Inc2024-10-31New Buy
+0.77%
●
87.89 ($114.05) 129.4
$114.53
0.42%
New holding
810
810
DUK 		Duke Energy Corp2024-10-31New Buy
+0.69%
●
110.23 ($115.1) 120.76
$115.19
0.08%
New holding
770
770
JPM 		JPMorgan Chase & Co2024-10-31Reduce
-0.65%
●
194.9 ($214.03) 225.5
$265.73
24.16%
Reduce -18.9%
1,180
-275
NVDA 		NVIDIA Corp2024-10-31Reduce
-0.64%
●
98.91 ($122.57) 143.71
$141.82
15.70%
Reduce -13.24%
3,210
-490

ALPS Balanced Opportunity Fund Total Holding History ($B)

To

ALPS Balanced Opportunity Fund's Asset Allocation

To

ALPS Balanced Opportunity Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

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

  • 1

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