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Morningstar Aggressive Growth Etf Asset Allocation Portfolio Class I (0P0000853L)

US Funds

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15.500 +0.090 +0.58%

02/04 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 137.42M

Type: Fund

Market: United States

Asset Class: Equity

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0P0000853L Holdings

Comprehensive information about top holdings and Key Holding Information for the Morningstar Aggressive Growth ETF Asset Allocation (0P0000853L) fund. Our Morningstar Aggressive Growth ETF Asset Allocation portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	1.350	1.420	0.070
Stocks	94.760	94.760	0.000
Bonds	3.860	3.870	0.010
Preferred	0.010	0.010	0.000
Other	0.030	0.030	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.015	18.139
Price to Book	2.240	2.933
Price to Sales	1.489	2.036
Price to Cash Flow	9.959	11.857
Dividend Yield	2.276	1.948
5 Years Earnings Growth	11.293	11.331

Sector Allocation

Name	Net %	Category Average
Technology	24.230	21.633
Financial Services	16.070	15.706
Industrials	10.930	12.478
Consumer Cyclical	10.880	11.856
Healthcare	9.290	11.971
Communication Services	7.730	7.102
Consumer Defensive	5.860	5.728
Energy	4.850	3.996
Basic Materials	4.500	3.650
Real Estate	2.950	3.797
Utilities	2.730	2.959

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 14

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Vanguard Total Stock Market	US9229087690	20.77	263.96	-5.03%
ishares S&P 500	US4642872000	16.22	540.14	-4.77%
Schwab amental Intl Large Company	US8085247554	11.80	35.47	-2.21%
Vanguard FTSE Developed Markets	US9219438580	9.27	50.06	-2.13%
iShares S&P 100	US4642871010	7.67	259.55	-4.91%
Schwab Fundamental U.S. Large Company Index	US8085247711	6.10	22.65	-4.65%
iShares S&P Midcap 400	US4642875078	5.89	55.61	-6.69%
Schwab Fundamental U.S. Small Company Index	US8085247638	4.94	25.93	-6.96%
Vanguard Mega Cap Growth	US9219108167	4.16	295.56	-5.85%
Vanguard Total Bond Market	US9219378356	3.85	73.72	+0.46%

Top Equity Funds by ALPS

Name	Total Assets	YTD%	3Y%	10Y%
Morningstar Aggressive Growth ETF 2	54.47M	18.43	7.79	8.28
RiverFront Dynamic Equity Income Fi	40.77M	14.43	5.06	5.94
ALPS Red Rocks Listed Private Equit	34.88M	5.59	7.19	10.06
ALPS Kotak India Growth Fund Clai	26.31M	14.65	6.76	8.51
RiverFront Dynamic Equity Income Fa	8.06M	14.16	4.80	5.69

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