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Morningstar Aggressive Growth Etf Asset Allocation Portfolio Class Ii (0P0000853M)

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15.690 0.000    0%
04/11 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 59.87M
Type:  Fund
Market:  United States
Issuer:  ALPS
Asset Class:  Equity
Morningstar Aggressive Growth ETF Asset Allocation 15.690 0.000 0%

0P0000853M Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Morningstar Aggressive Growth ETF Asset Allocation (0P0000853M) fund. Our Morningstar Aggressive Growth ETF Asset Allocation portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Status

Name  Net %  Long %  Short %
Cash 2.170 2.290 0.120
Stocks 94.850 94.850 0.000
Bonds 2.940 2.940 0.000
Preferred 0.020 0.020 0.000
Other 0.030 0.030 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 14.733 17.831
Price to Book 1.965 2.809
Price to Sales 1.193 1.932
Price to Cash Flow 8.409 11.500
Dividend Yield 2.539 2.008
5 Years Earnings Growth 10.361 12.014

Sector Allocation

Name  Net % Category Average
Technology 20.620 21.130
Financial Services 16.340 15.175
Industrials 11.860 12.481
Consumer Cyclical 11.350 11.686
Healthcare 10.050 12.627
Communication Services 6.700 6.728
Consumer Defensive 6.260 6.009
Energy 5.610 4.421
Basic Materials 5.090 3.784
Real Estate 3.330 4.048
Utilities 2.800 2.863

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 16

Number of short holdings: 1

Name ISIN Weight % Last Change %
  Vanguard Total Stock Market US9229087690 20.75 281.72 -0.18%
  ishares S&P 500 US4642872000 16.28 572.57 -0.20%
  Schwab amental Intl Large Company US8085247554 13.45 35.68 +0.20%
  Vanguard FTSE Developed Markets US9219438580 9.38 50.28 +0.14%
  iShares S&P Midcap 400 US4642875078 9.10 62.20 +0.29%
  Schwab Fundamental U.S. Large Company Index US8085247711 8.06 23.62 -0.17%
  Schwab amental EM Large Company US8085247307 3.46 31.55 +0.41%
  Columbia EM Core ex-China US19762B2025 3.33 31.87 +0.41%
  SPDR Portfolio S&P 600 Small Cap US78468R8530 3.04 44.73 +0.61%
  Vanguard Value US9229087443 3.02 171.75 -0.26%

Top Equity Funds by ALPS

  Name Rating Total Assets YTD% 3Y% 10Y%
  Morningstar Aggressive Growth ETF 1 136.72M -0.36 6.44 7.58
  RiverFront Dynamic Equity Income Fi 42.76M 0.16 3.88 5.41
  ALPS Red Rocks Listed Private Equit 37.71M 0.91 5.65 8.06
  ALPS Kotak India Growth Fund Clai 35.28M 1.45 9.72 12.30
  RiverFront Dynamic Equity Income Fa 8.38M 0.15 3.65 5.15
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