Your funds, side by side
The lines these funds hold in common, and the companies you own through them. Weights are the ones each document states, with no currency conversion.
- ALPS Balanced Opportunity Fund FINANCIAL INVESTORS TRUST · 57 lines · as of Apr 30, 2026 · 100.0 %
Add a second fund to see what the two hold in common.
The companies you hold through them
A company's weight in the portfolio is its weight inside each fund, times that fund's share of the portfolio. With no amounts given, the funds weigh the same.
| Holding | ALPS Balanced Opportunity Fund |
|---|---|
| ALPS/SMITH Core Plus Bond ETF | 27.69 % |
| Alphabet Inc | 4.61 % |
| Johnson & Johnson | 3.57 % |
| Amazon.com Inc | 3.33 % |
| Microsoft Corp | 2.88 % |
| Amphenol Corp | 2.55 % |
| NVIDIA Corp | 2.53 % |
| Caterpillar Inc | 2.36 % |
| Lam Research Corp | 2.31 % |
| RTX Corp | 2.29 % |
| Intel Corp | 2.03 % |
| Meta Platforms Inc | 1.87 % |
| Goldman Sachs Group Inc/The | 1.85 % |
| Taiwan Semiconductor Manufacturing Co Ltd | 1.83 % |
| ConocoPhillips | 1.72 % |
| Apple Inc | 1.56 % |
| Welltower Inc | 1.46 % |
| Waste Management Inc | 1.28 % |
| Gilead Sciences Inc | 1.19 % |
| Baker Hughes Co | 1.17 % |
| JPMorgan Chase & Co | 1.16 % |
| Eli Lilly & Co | 1.16 % |
| Vertex Pharmaceuticals Inc | 1.15 % |
| American Express Co | 1.13 % |
| Lowe's Cos Inc | 1.13 % |
| Old Dominion Freight Line Inc | 1.08 % |
| Walmart Inc | 1.05 % |
| O'Reilly Automotive Inc | 1.04 % |
| Thermo Fisher Scientific Inc | 1.03 % |
| McDonald's Corp. | 0.99 % |
1 funds, 57 lines read.