AA

ALPS Advisors Portfolio holdings

AUM $18B
1-Year Est. Return 16.79%
This Quarter Est. Return
1 Year Est. Return
+16.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.5B
AUM Growth
-$613M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
914
New
Increased
Reduced
Closed

Top Buys

1 +$30.4M
2 +$23.5M
3 +$11.8M
4
WFC icon
Wells Fargo
WFC
+$9.77M
5
WDC icon
Western Digital
WDC
+$8.83M

Top Sells

1 +$51.3M
2 +$49.2M
3 +$46.3M
4
WES icon
Western Midstream Partners
WES
+$44.8M
5
EQM
EQM Midstream Partners, LP
EQM
+$28.4M

Sector Composition

1 Energy 65.41%
2 Financials 7.05%
3 Healthcare 3.6%
4 Consumer Discretionary 3.1%
5 Technology 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$371K ﹤0.01%
7,279
-384
727
$371K ﹤0.01%
6,916
-364
728
$371K ﹤0.01%
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729
$371K ﹤0.01%
32,244
-1,702
730
$370K ﹤0.01%
8,892
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731
$370K ﹤0.01%
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$370K ﹤0.01%
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$370K ﹤0.01%
17,785
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$369K ﹤0.01%
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$369K ﹤0.01%
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$369K ﹤0.01%
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$368K ﹤0.01%
10,114
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$368K ﹤0.01%
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$368K ﹤0.01%
11,673
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$367K ﹤0.01%
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$367K ﹤0.01%
3,632
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$367K ﹤0.01%
8,934
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744
$366K ﹤0.01%
17,846
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745
$366K ﹤0.01%
15,865
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$365K ﹤0.01%
17,493
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747
$365K ﹤0.01%
2,620
-139
748
$365K ﹤0.01%
9,647
-508
749
$364K ﹤0.01%
4,312
-228
750
$364K ﹤0.01%
9,091
-480