Institutional investor · Portfolio as of Q4 2024
ALPS ADVISORS INC manages $0 across 0 positions as of Q4 2024. Top holdings: ET (8.3%), MPLX (7.9%), EPD (7.8%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 58 new positions, 61 exits, 391 increased. No standout high-conviction moves this quarter. 0 positions tracked.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Best and worst performing positions by estimated return
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer