evenfolioETF Details
ALPS·Mid-Cap Blend·BFOR · NYSE Arca
ALPS Barron's 400 ETF (BFOR)
- Price
- $23.44
- —30 Oct 2026
- Assets
- $228.1M
- Total net assets
- Expense ratio
- 0.65%
- Category 0.86%
- Yield
- 0.53%
- Trailing distributions
- 1Y return
- 18.1%+3.0%
- Category 15.1%
- 3Y CAGR
- 21.6%+2.4%
- Category 19.2%
- 5Y CAGR
- 9.5%+1.8%
- Category 7.7%
Loading NAV history…
ALPS Barron's 400 ETF
Calendar-year returns
Fund only: no comparison series covers this fund's history.
Risk statistics
Five years of daily closes. Risk-free rate 4% a year.
- Standard deviation
- —
- Maximum drawdown
- —
- Sharpe ratio
- —
- Sortino ratio
- —
- Beta
- —
- Alpha
- —
- R²
- —
- Information ratio
- —
- Upside capture
- —
- Downside capture
- —
- Tracking error
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| Period | 1M | 3M | 6M | YTD | 1Y | 3YCAGR | 5YCAGR | 10YCAGR | LaunchCAGR |
|---|---|---|---|---|---|---|---|---|---|
| ETF | +2.2% | -1.1% | +5.2% | +13.9% | +18.1% | +21.6% | +9.5% | +12.7% | +11.3% |
| Mid-Cap Blend average | 1.9% | -0.8% | 3.6% | 12.9% | 15.1% | 19.2% | 7.7% | 11.8% | 12.1% |
| Difference | +0.3% | -0.2% | +1.6% | +0.9% | +3.0% | +2.4% | +1.8% | +0.9% | -0.8% |
Holdings
The 10 largest positions make up 3.5% of the fund.
Top holdings
| Ticker | Holding | Weight |
|---|---|---|
| TPIXX | State Street Instl Trs Pls MMkt Premier | 0.54% |
| FORM | FormFactor Inc | 0.37% |
| ALAB | Astera Labs Inc | 0.35% |
| CRDO | Credo Technology Group Holding Ltd | 0.33% |
| TWLO | Twilio Inc Class A | 0.32% |
| CDNA | CareDx Inc | 0.32% |
| TER | Teradyne Inc | 0.31% |
| AMAT | Applied Materials Inc | 0.31% |
| LRCX | Lam Research Corp | 0.31% |
| INOD | Innodata Inc | 0.30% |
Portfolio valuation
Weighted averages of what the fund holds.
- P/E
- 14.9
- P/B
- 3.1
- P/S
- 2.1
- P/CF
- 11.2
Sector allocation
Share of the equity the fund holds.
- Technology20.3%
- Financial services20.0%
- Industrials14.9%
- Health care12.4%
- Energy10.7%
- Consumer discretionary9.8%
- Materials4.9%
- Consumer staples3.7%
- Communication services2.9%
- Utilities0.5%
Asset mix
- Stocks99.5%
- Cash0.5%
ETF details
- Issuer
- ALPS
- Category
- Equity · Mid-Cap Blend
- Ticker
- BFOR
- Exchange
- NYSE Arca
- Inception
- 3 Jun 2013 (13.4 years)
- Structure
- Exchange Traded Fund
- Expense ratio
- 0.65% (category 0.86%)
- Holdings turnover
- 93% (category 65%)
- Distribution yield
- 0.53%
- Beta, 3 years
- 0.94
- Total net assets
- $228.1M
Prices and returns as of 30 Oct 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.
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