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RFFC

ALPS Active Equity Opportunity ETF
1W: +0.1% 1M: -5.4% 3M: -0.2% YTD: -0.8% 1Y: +17.9% 3Y: +72.3% 5Y: +74.5%
$66.99
+0.00 (+0.00%)
After Hours: $67.03 (+0.05, +0.07%)
ETF AMEX · AUM $23.2M
ETF-Level Metrics
AUM$23M
Holdings58
Top 10 Wt40.1%
Beta0.94
% Profitable97%
Coverage94%
Portfolio Valuation
P/E10.9
P/B3.5
P/S3.6
EV/EBITDA17.4
P/FCF16.7
PEG0.51
Profitability & Returns
Gross Margin57.1%
Net Margin33.1%
ROE35.2%
ROA15.9%
ROIC39.0%
Div Yield1.09%
Leverage & Liquidity
Debt/Equity0.37
Debt/Assets0.17
Net Debt/EBITDA-0.4x
Interest Cov21.1x
Current Ratio1.72
Quick Ratio1.60
Growth (YoY)
Revenue+15.0%
Net Income+32.9%
EPS+33.8%
FCF+28.8%
EBITDA+28.8%
Rev CAGR 3Y+11.6%
Quality Scores
Piotroski F7.0
Altman Z8.12
IS Quality76.0
IS Overall63.7
IS Value45.1
Median P/E29.9

Sector Breakdown

11 sectors
Sector # Holdings Total Weight % Avg P/E
Technology 13 27.1% -28.4
Financial Services 8 16.8% 20.8
Healthcare 9 13.6% 25.3
Industrials 7 11.2% 35.5
Consumer Cyclical 6 8.6% 78.0
Communication Services 3 8.2% 21.8
Energy 3 4.0% 21.7
Utilities 3 3.2% 25.2
Consumer Defensive 2 3.0% 47.7
Real Estate 2 2.3% 88.7
Basic Materials 2 2.0% 35.3

Smart Money Overlap

19 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
JNJ Johnson & Johnson 3.99% 4 Bullish 12 2 -0.9%
CAT Caterpillar Inc. 3.35% 4 Bullish 10 6 -4.4%
META Meta Platforms, Inc. 2.63% 4 Bullish 42 14 +0.2%
RTX RTX Corporation 2.39% 4 Bullish 18 3 -0.4%
JPM JPMorgan Chase & Co. 2.31% 4 Bullish 14 9 -3.5%
COP ConocoPhillips 2.16% 4 Bullish 1 3 +20.9%
WMT Walmart Inc. 2.00% 4 Bullish 21 3 +2.2%
DE Deere & Company 1.44% 4 Bullish 10 3 +23.3%
MA Mastercard Incorporated 1.42% 4 Bullish 13 3 -2.8%
MCD McDonald's Corporation 1.25% 4 Bullish 11 1 -4.3%
WELL Welltower Inc. 1.23% 4 Bullish 6 1 -5.0%
LIN Linde plc 1.22% 4 Bullish 10 3 +2.1%
SPGI S&P Global Inc. 1.06% 4 Bullish 3 1 +4.8%
IBM International Business Machines Corporation 0.96% 4 Bullish 10 8 -0.2%
MRK Merck & Co., Inc. 0.86% 4 Bullish 11 2 +0.9%
FCX Freeport-McMoRan Inc. 0.78% 4 Bullish 2 2 +42.7%
AVGO Broadcom Inc. 0.77% 4 Bullish 1 10 -0.9%
DIS The Walt Disney Company 0.76% 4 Bullish 28 3 -3.5%
INTC Intel Corporation 0.71% 4 Bullish 2 2 +3.4%
Showing 50 of 58 holdings · Page 1 of 2
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 Cash Equivalent USD 5.99% $1.6M 1,618,900 $1.7B Financial Services
2 Microsoft Corp. MSFT 5.13% $1.4M 3,510 23.1 $2.8T Technology
3 Alphabet Inc. GOOGL 4.84% $1.3M 4,217 26.6 $3.5T Communication Services
4 Johnson & Johnson JNJ 3.99% $1.1M 4,511 21.7 $578.2B Healthcare
5 NVIDIA Corp. NVDA 3.82% $1.0M 5,671 36.2 $4.3T Technology
6 Apple Inc. AAPL 3.50% $938,525 3,755 31.6 $3.7T Technology
7 Taiwan Semiconductor Manufacturing Co. Ltd. TSM 3.48% $932,459 2,746 27.9 $1.8T Technology
8 Amazon.com Inc. AMZN 3.40% $912,095 4,346 29.2 $2.3T Consumer Cyclical
9 Caterpillar Inc. CAT 3.35% $897,544 1,294 37.8 $336.5B Industrials
10 Meta Platforms Inc. META 2.63% $703,722 1,143 24.8 $1.5T Communication Services
11 RTX Corp. RTX 2.39% $640,068 3,129 39.0 $261.7B Industrials
12 JPMorgan Chase & Co. JPM 2.31% $618,641 2,150 14.4 $796.8B Financial Services
13 Amphenol Corp. APH 2.22% $593,933 4,647 36.9 $158.2B Technology
14 Lam Research Corp. LRCX 2.17% $580,426 2,583 47.3 $291.5B Technology
15 ConocoPhillips COP 2.16% $580,042 4,691 19.4 $157.6B Energy
16 Walmart Inc. WMT 2.00% $535,370 4,389 44.8 $981.1B Consumer Defensive
17 American Express Co. AXP 1.91% $511,061 1,736 19.0 $206.8B Financial Services
18 Goldman Sachs Group Inc. GS 1.82% $488,121 606 15.3 $252.5B Financial Services
19 Gilead Sciences Inc. GILD 1.64% $438,564 3,104 20.2 $171.6B Healthcare
20 Vertex Pharmaceuticals Inc. VRTX 1.49% $399,657 885 29.2 $115.6B Healthcare
21 Deere & Co. DE 1.44% $385,438 675 32.5 $156.1B Industrials
22 Mastercard Inc. MA 1.42% $379,541 777 30.1 $448.7B Financial Services
23 Waste Management Inc. WM 1.37% $366,583 1,568 33.5 $90.7B Industrials
24 Thermo Fisher Scientific Inc. TMO 1.31% $350,376 754 27.5 $182.3B Healthcare
25 Corning Inc. GLW 1.28% $341,792 2,632 78.9 $125.6B Technology
26 Intercontinental Exchange Inc. ICE 1.27% $340,566 2,167 27.1 $89.4B Financial Services
27 McDonald's Corp. MCD 1.25% $334,358 1,059 26.0 $222.4B Consumer Cyclical
28 Eli Lilly & Co. LLY 1.25% $335,088 365 39.9 $865.9B Healthcare
29 Welltower Inc. WELL 1.23% $329,506 1,575 144.8 $137.3B Real Estate
30 Linde PLC LIN 1.22% $326,853 669 33.1 $228.1B Basic Materials
31 HCA Healthcare Inc. HCA 1.19% $317,798 633 16.5 $108.2B Healthcare
32 Motorola Solutions Inc. MSI 1.19% $320,087 685 34.8 $75.1B Technology
33 Duke Energy Corp. DUK 1.16% $312,100 2,387 20.1 $99.7B Utilities
34 TE Connectivity PLC TEL 1.15% $307,131 1,565 29.9 $61.6B Technology
35 O'Reilly Automotive Inc. ORLY 1.14% $304,564 3,472 30.3 $76.9B Consumer Cyclical
36 Baker Hughes Co. BKR 1.13% $301,598 5,247 23.9 $61.9B Energy
37 Lowe's Cos. Inc. LOW 1.10% $294,640 1,275 19.8 $132.5B Consumer Cyclical
38 Equity LifeStyle Properties Inc. ELS 1.07% $287,140 4,327 32.6 $12.2B Real Estate
39 S&P Global Inc. SPGI 1.06% $282,862 663 27.6 $123.7B Financial Services
40 Alliant Energy Corp. LNT 1.05% $281,299 3,920 22.1 $17.9B Utilities
41 Costco Wholesale Corp. COST 1.05% $280,257 286 50.6 $432.5B Consumer Defensive
42 Wells Fargo & Co. WFC 1.01% $269,408 3,536 12.0 $247.7B Financial Services
43 NRG Energy Inc. NRG 1.00% $267,782 1,683 33.3 $32.4B Utilities
44 International Business Machines Corp. IBM 0.96% $258,142 1,026 21.3 $226.4B Technology
45 Boston Scientific Corp. BSX 0.95% $254,826 3,575 35.8 $103.5B Healthcare
46 Schneider Electric SE SBGSY 0.95% $254,432 4,445 33.5 $162.7B Industrials
47 IQVIA Holdings Inc. IQV 0.92% $246,856 1,478 20.7 $28.1B Healthcare
48 Tesla Inc. TSLA 0.90% $241,167 614 328.7 $1.4T Consumer Cyclical
49 Old Dominion Freight Line Inc. ODFL 0.89% $239,167 1,310 38.8 $39.5B Industrials
50 Merck & Co. Inc. MRK 0.86% $231,290 2,020 16.3 $295.1B Healthcare

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms