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SMTH

ALPS Funds Smith Core Plus Bond ETF
1W: -0.2% 1M: -2.0% 3M: -1.1% YTD: -0.6% 1Y: +3.4%
$25.73
+0.07 (+0.29%)
After Hours: $22.75 (-2.98, -11.60%)
ETF AMEX · AUM $2.6B
ETF-Level Metrics
AUM$2.6B
Holdings2
Top 10 Wt1.3%
Beta0.14
% Profitable—%
Coverage0%
Portfolio Valuation
P/E66.9
P/B0.2
P/S0.3
EV/EBITDA
P/FCF0.3
PEG-0.69
Profitability & Returns
Gross Margin89.7%
Net Margin0.4%
ROE0.3%
ROA0.0%
ROIC—%
Div Yield3.06%
Leverage & Liquidity
Debt/Equity0.20
Debt/Assets0.01
Net Debt/EBITDA—x
Interest Cov-0.1x
Current Ratio0.38
Quick Ratio0.38
Growth (YoY)
Revenue+112.7%
Net Income-97.2%
EPS-97.0%
FCF-0.6%
EBITDA-100.0%
Rev CAGR 3Y—%
Quality Scores
Piotroski F6.0
Altman Z0.02
IS Quality62.2
IS Overall45.4
IS Value50.3
Median P/E279.8

Sector Breakdown

2 sectors
Sector # Holdings Total Weight % Avg P/E
Other 282 98.1%
Financial Services 2 1.3% 279.7

Smart Money Overlap

0 holdings with signals
No holdings with active convergence signals
Showing 50 of 284 holdings · Page 1 of 6
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 U.S. Treasury Note 4.125 10/31/2029 Bond 4.70% $119.5M 118,260,000
2 U.S. Treasury Bond 4.625 11/15/2055 Bond 4.44% $112.9M 117,739,000
3 U.S. Treasury Bond 4.625 11/15/2045 Bond 4.05% $102.8M 106,065,000
4 Ginnie Mae II Pool Private 3.99% $101.7M 103,487,869
5 Fannie Mae Pool Private 3.64% $92.2M 96,601,454
6 U.S. Treasury Note 3.375 02/29/2028 Bond 3.49% $88.7M 89,341,000
7 U.S. Treasury Bond 4.75 08/15/2055 Bond 3.33% $84.7M 86,575,000
8 U.S. Treasury Note 4.25 01/31/2030 Bond 3.16% $80.4M 79,179,000
9 U.S. Treasury Bond 4.875 08/15/2045 Bond 2.77% $70.4M 70,228,000
10 U.S. Treasury Note 3.75 01/31/2031 Bond 2.06% $52.3M 52,588,000
11 U.S. Treasury Note 4.125 02/15/2036 Bond 2.02% $51.3M 51,907,000
12 U.S. Treasury Note 3.625 08/31/2027 Bond 1.85% $46.9M 47,016,000
13 U.S. Treasury Note 4.00 05/31/2030 Bond 1.71% $43.4M 43,137,000
14 U.S. Treasury Note 3.50 10/31/2027 Bond 1.46% $37.2M 37,323,000
15 Freddie Mac Pool Private 1.39% $35.8M 37,102,938
16 Fannie Mae REMICS Private 1.31% $37.2M 38,601,881
17 Cash Equivalent USD 1.28% $24.2M 24,215,325 $1.7B Financial Services
18 Freddie Mac REMICS Private 1.05% $28.7M 29,829,551
19 Boeing Co. 7.008 05/01/2064 Private 0.92% $23.3M 20,950,000
20 U.S. Treasury Note 4.00 11/15/2035 Bond 0.82% $20.9M 21,322,000
21 U.S. Treasury Note 3.50 01/31/2028 Bond 0.79% $20.0M 20,146,000
22 U.S. Treasury Note 3.75 06/30/2027 Bond 0.75% $19.1M 19,083,000
23 Ford Motor Credit Co. LLC 6.50 02/07/2035 Private 0.72% $18.3M 17,946,000
24 Government National Mortgage Association Private 0.66% $18.6M 21,837,565
25 RTX Corp. 6.10 03/15/2034 Private 0.65% $16.5M 15,275,000
26 Gildan Activewear Inc. 5.40 10/07/2035 Private 0.58% $14.6M 14,905,000
27 U.S. Treasury Note 3.75 10/31/2032 Bond 0.55% $13.9M 14,090,000
28 Northrop Grumman Corp. 5.25 07/15/2035 Private 0.52% $13.3M 13,025,000
29 First Citizens BancShares Inc. 5Y US TI + 1.97 03/12/2040 Swap 0.50% $12.7M 13,000,000
30 Occidental Petroleum Corp. 7.875 09/15/2031 Private 0.49% $12.4M 10,820,000
31 Boeing Co. 6.528 05/01/2034 Private 0.47% $11.9M 10,854,000
32 Jane Street Group / JSG Finance Inc. 7.125 04/30/2031 Private 0.47% $11.9M 11,550,000
33 Foundry JV Holdco LLC 6.30 01/25/2039 Private 0.46% $11.8M 11,250,000
34 Pinnacle Financial Partners Inc. 1D US SOFR + 2.347 11/01/2030 Private 0.46% $11.7M 11,450,000
35 Medline Borrower LP/Medline Co.-Issuer Inc. 6.25 04/01/2029 Private 0.46% $11.6M 11,390,000
36 General Motors Co. 6.25 04/15/2035 Private 0.45% $11.5M 10,950,000
37 VF Corp. 2.95 04/23/2030 Private 0.44% $11.1M 12,314,000
38 TransDigm Inc. Private 0.44% $11.2M 11,174,070
39 Hilcorp Energy I LP / Hilcorp Finance Co. 7.25 02/15/2035 Private 0.41% $10.3M 10,297,000
40 L3Harris Technologies Inc. 5.35 06/01/2034 Private 0.41% $10.4M 10,165,000
41 Carnival Corp. 5.75 08/01/2032 Private 0.40% $10.1M 10,100,000
42 Synopsys Inc. 5.15 04/01/2035 Private 0.39% $9.8M 9,820,000
43 Wells Fargo & Co. 1D US SOFR + 1.74 04/23/2036 Private 0.39% $9.8M 9,575,000
44 Pilgrim's Pride Corp. 6.875 05/15/2034 Private 0.37% $9.5M 8,692,000
45 Albertsons Cos. Inc / Safeway Inc. / New Albertsons LP / Albertsons LLC 6.50 02/15/2028 Private 0.37% $9.5M 9,350,000
46 Wells Fargo & Co. 1D US SOFR + 2.02 04/24/2034 Private 0.37% $9.5M 9,300,000
47 PNC Financial Services Group Inc. 5Y US TI + 1.17 01/25/2041 Private 0.35% $8.8M 8,941,000
48 Buckeye Partners LP 6.875 07/01/2029 Private 0.35% $8.9M 8,636,000
49 UBS Group AG 1D US SOFR + 1.34 03/23/2037 Private 0.32% $8.1M 8,400,000
50 Lockheed Martin Corp. 5.00 08/15/2035 Private 0.32% $8.2M 8,090,000
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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms