ALIBX
ALPS Balanced Opportunity Fund
FINANCIAL INVESTORS TRUST

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Jan 31, 2026 → Apr 30, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Jan 2026 Shares Apr 2026 Δ shares End % Δ value
INTEL CORP 0 2,635 2,635 2.03% $248.95K
COMMSTCK 0 1,140 1,140 0.93% $114.52K
SNOWFLAKE INC CL A 0 630 630 0.70% $85.98K
BROADCOM INC 0 200 200 0.68% $83.49K
Security Shares Jan 2026 Shares Apr 2026 Δ shares End % Δ value
CORNING INC 1,560 0 -1,560 0.00% -$161.07K
QUALCOMM INC 600 0 -600 0.00% -$90.95K
PPL CORPORATION 2,257 0 -2,257 0.00% -$81.82K
BOSTON SCIENTIFIC CORP 859 0 -859 0.00% -$80.34K
Freddie Mac REMICS 1 0 -1 0.00% -$1
Security Shares Jan 2026 Shares Apr 2026 Δ shares End % Δ value
MICROSOFT CORP 642 867 225 2.88% $77.30K
RTX CORP 1,150 1,595 445 2.29% $49.76K
CONOCOPHILLIPS 892 1,677 785 1.72% $117.96K
State Street Institutional Treasury Plus Money Market Fund- Premier Class 118,467 169,143 50,677 1.38% $50.68K
WASTE MANAGEMENT INC 546 676 130 1.28% $35.86K
BAKER HUGHES CO 1,555 2,060 505 1.17% $56.38K
LOWES COS INC 450 580 130 1.13% $18.32K
OLD DOMINION FRT 450 625 175 1.08% $54.83K
ALLIANT ENERGY CORPORATION 760 1,200 440 0.72% $38.02K
FREEPORT MCMORAN INC 1,361 1,406 45 0.66% -$734
Security Shares Jan 2026 Shares Apr 2026 Δ shares End % Δ value
ALPS/SMITH Core Plus Bond ETF 147,517 132,072 -15,445 27.70% -$438.20K
ALPHABET INC CL A 1,570 1,470 -100 4.61% $35.00K
AMAZON.COM INC 1,744 1,544 -200 3.33% -$8.09K
CATERPILLAR INC 391 326 -65 2.36% $33.15K
META PLATFORMS INC CL A 421 376 -45 1.87% -$71.57K
GOLDMAN SACHS GROUP INC 251 246 -5 1.85% -$7.54K
TAIWAN SEMIC MFG CO LTD SP ADR 696 566 -130 1.83% -$5.90K
JPMORGAN CHASE and CO 564 454 -110 1.16% -$30.32K
AMERICAN EXPRESS CO 535 430 -105 1.13% -$49.50K
THERMO FISHER SCIENTIFIC INC 325 265 -60 1.03% -$61.12K
DEERE & CO 252 202 -50 0.97% -$13.90K
MASTERCARD INC CL A 295 235 -60 0.96% -$40.76K
MARRIOTT INTL-A 323 318 -5 0.94% $13.18K
COSTCO WHOLESALE CORP 88 58 -30 0.48% -$23.90K
WALT DISNEY CO/T 844 539 -305 0.46% -$39.28K
WELLS FARGO & CO 1,023 633 -390 0.42% -$40.52K
Schneider Electric SE ADR 1,360 825 -535 0.42% -$25.54K
HCA HEALTHCARE INC 151 91 -60 0.32% -$34.19K
TRANE TECHNOLOGI 149 74 -75 0.30% -$26.22K
NRG ENERGY INC 550 150 -400 0.19% -$60.61K
Security Shares Jan 2026 Shares Apr 2026 Δ shares End % Δ value
JOHNSON&JOHNSON 1,910 1,910 0 3.58% $4.97K
AMPHENOL CORPORATION CL A 2,130 2,130 0 2.56% $6.79K
NVIDIA CORP 1,557 1,557 0 2.53% $13.14K
LAM RESEARCH CORP 1,099 1,099 0 2.31% $26.82K
APPLE INC 706 706 0 1.56% $8.38K
WELLTOWER INC 825 825 0 1.46% $23.91K
GILEAD SCIENCES INC 1,120 1,120 0 1.19% -$12.44K
LILLY ELI and CO 152 152 0 1.16% -$15.59K
VERTEX PHARMACEUTICALS INC 330 330 0 1.15% -$14.03K
WALMART INC 980 980 0 1.05% $12.53K
O'REILLY AUTOMOTIVE INC 1,290 1,290 0 1.04% $1.28K
MCDONALDS CORP 414 414 0 0.99% -$8.86K
LINDE PLC 241 241 0 0.98% $10.64K
TE CONNECTIVITY 546 546 0 0.94% -$6.07K
MERCK & CO 990 990 0 0.88% -$1.08K
DUKE ENERGY CORP NEW 797 797 0 0.84% $6.54K
TESLA INC 229 229 0 0.71% -$11.17K
INTERCONTINENTAL EXCHANGE INC 525 525 0 0.68% -$8.24K
MOTOROLA SOLUTIONS INC 187 187 0 0.67% $6.82K
INTL BUS MACH CORP 346 346 0 0.65% -$26.20K
S&P GLOBAL INC 173 173 0 0.61% -$16.70K
IQVIA HOLDINGS INC 385 385 0 0.50% -$27.64K
SYNOPSYS INC 126 126 0 0.50% $2.20K
EQUITY LIFESTYLE PPTYS INC 905 905 0 0.47% $109

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