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RFFCALPS Active Equity Opportunity ETF

Grow my moneyGet income#1106 of 1640 for Get income

Seeks to provide capital appreciation.

ALPS · Since 2016 (9 years)

Annual Cost

0.48%

#2165 out of 5,332 ETFs

Fund Size

$27M

#3907 out of 5,332 ETFs

Dividend Yield

0.81%

Track Record

9 years

#1450 out of 5,332 ETFs

Performance

1 Year

+32.4%

3 Years

+22.1%

5 Years

+11.9%

What's inside

Asset class
Strategy
active selection
Cap
multi cap
Factor
dividend

Asset allocation

Stocks
94.3%
Cash
5.7%

Sector breakdown

Technology
27.2%
Healthcare
14.6%
Industrials
12.4%
Financial Services
12.1%
Consumer Cyclical
9.7%
Communication
8.2%
Energy
4.8%
Consumer Defensive
3.3%
Other
7.7%

Top holdings

State Street Instl Trs Pls MMkt PremierTPIXX5.7%
Microsoft CorpMSFT4.9%
Alphabet Inc Class AGOOGL4.6%
Johnson & JohnsonJNJ4.2%
NVIDIA CorpNVDA3.7%
Apple IncAAPL3.6%
Taiwan Semiconductor Manufacturing Co Ltd ADRTSM3.5%
Caterpillar IncCAT3.5%
Amazon.com IncAMZN3.4%
Meta Platforms Inc Class AMETA2.5%

Risk profile

Volatility (1Y)

12.4%

Moderate

Max drawdown

-36.3%

Worst peak-to-trough loss

Sharpe (3Y)

1.24

Excellent risk-adjusted returns

Sortino (3Y)

1.84

Good downside protection

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Data updated on 2026-05-05