Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.48% -0.05% 22.87M 859.23
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.16% 129.0% -3.726M Upgrade

Basic Info

Investment Strategy
The investment seeks to provide capital appreciation. Under normal market conditions, the fund will seek to achieve its investment objective by investing at least 80% of its net assets in a portfolio of equity securities. Equity securities include common stocks and common or preferred shares of real estate investment trusts (“REITs”). The fund may invest in small-, mid- and large-capitalization companies. The fund will normally invest at least 75% of its net assets in securities of U.S. issuers.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Blend
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Blend
Category Index Russell 1000 TR USD
Global Category Name US Equity Large Cap Blend
YCharts Categorization US Large Cap Blend
YCharts Benchmark S&P 500 Total Return (^SPXTR)
Prospectus Objective Growth
Fund Owner Firm Name ALPS
Prospectus Benchmark Index
S&P 1500 TR 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Eric Hewitt 0.84 yrs
Laton Spahr 0.84 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of April 23, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

Loading chart...
Name
2017
2018
2019
2020
2021
2022
2023
YTD
21.02%
-10.22%
24.77%
12.03%
22.34%
-14.57%
19.50%
8.72%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
6.76%
--
--
--
--
--
-19.10%
25.55%
5.31%
--
--
--
--
--
--
26.20%
5.95%
--
--
--
--
--
--
--
2.72%
--
--
--
--
--
-18.08%
22.03%
5.23%
As of April 23, 2024.

Asset Allocation

As of April 16, 2024.
Type % Net % Long % Short
Cash 2.42% Upgrade Upgrade
Stock 97.58% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks to provide capital appreciation. Under normal market conditions, the fund will seek to achieve its investment objective by investing at least 80% of its net assets in a portfolio of equity securities. Equity securities include common stocks and common or preferred shares of real estate investment trusts (“REITs”). The fund may invest in small-, mid- and large-capitalization companies. The fund will normally invest at least 75% of its net assets in securities of U.S. issuers.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Blend
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Blend
Category Index Russell 1000 TR USD
Global Category Name US Equity Large Cap Blend
YCharts Categorization US Large Cap Blend
YCharts Benchmark S&P 500 Total Return (^SPXTR)
Prospectus Objective Growth
Fund Owner Firm Name ALPS
Prospectus Benchmark Index
S&P 1500 TR 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Eric Hewitt 0.84 yrs
Laton Spahr 0.84 yrs

Top Portfolio Holders

0 of 0