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FINANCIAL INVESTORS TRUST

CIK: 0000915802 Equity
Report date: 2026-03-27
AUM $3.4B
Expense Ratio
Category Equity
State DE
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-03-27

Holdings

From latest SEC N-PORT filing · US-listed stocks only

51 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 ALLY Ally Financial Inc Since 2026-05-10 02005NBN9 Debt
0.08%
$2.86 2,982,000
2 GOOG Alphabet Inc Since 2026-05-10 02079KAY3 Debt
0.24%
$8.23 8,261,000
3 GOOG Alphabet Inc Since 2026-05-10 02079KAZ0 Debt
0.06%
$1.90 1,924,000
4 GOOG Alphabet Inc Since 2026-05-10 02079KBA4 Debt
0.08%
$2.68 2,749,000
5 GOOG Alphabet Inc Since 2026-05-10 02079KBB2 Debt
0.12%
$4.05 4,123,000
6 AMZN Amazon.com Inc Since 2026-05-10 023135CV6 Debt
0.24%
$8.24 8,317,000
7 AMGN Amgen Inc Since 2026-05-10 031162DR8 Debt
0.45%
$15.30 14,778,000
8 BMRN Biomarin Pharmaceutical Since 2026-05-10 09061GAL5 Debt
0.12%
$4.09 4,079,000
9 AVGO Broadcom Inc Since 2026-05-10 11135FCM1 Debt
0.17%
$5.75 5,628,000
10 AVGO Broadcom Inc Since 2026-05-10 11135FCY5 Debt
0.08%
$2.62 2,650,000
11 AVGO Broadcom Inc Since 2026-05-10 11135FDB4 Debt
0.05%
$1.85 1,852,000
12 BRO Brown & Brown Inc Since 2026-05-10 115236AM3 Debt
0.24%
$8.04 7,850,000
13 GTLS Chart Industries Inc Since 2026-05-10 16115QAF7 Debt
0.13%
$4.40 4,228,000
14 CFG Citizens Financial Group Since 2026-05-10 174610BK0 Debt
0.02%
$0.74 739,000
15 CSGP Costar Group Inc Since 2026-05-10 22160NAA7 Debt
0.23%
$7.92 8,601,000
16 UBS Ubs Group Ag Since 2026-05-10 225401BP2 Debt
0.34%
$11.51 11,650,000
17 D Dominion Energy Inc Since 2026-05-10 25746UDZ9 Debt
0.08%
$2.86 2,826,000
18 D Dominion Energy Inc Since 2026-05-10 25746UEA3 Debt
0.07%
$2.55 2,543,000
19 ECL Ecolab Inc Since 2026-05-10 278865BS8 Debt
0.11%
$3.83 3,758,000
20 META Meta Platforms Inc Since 2026-05-10 30303MAD4 Debt
0.12%
$4.08 4,125,000
21 META Meta Platforms Inc Since 2026-05-10 30303MAE2 Debt
0.10%
$3.54 3,712,000
22 FITB Fifth Third Bancorp Since 2026-05-10 316773DN7 Debt
0.08%
$2.58 2,582,000
23 FITB Fifth Third Bancorp Since 2026-05-10 316773DP2 Debt
0.11%
$3.67 3,689,000
24 FISV Fiserv Inc Since 2026-05-10 337738BC1 Debt
0.15%
$5.08 5,500,000
25 GIL Gildan Activewear Inc Since 2026-05-10 375916AG8 Debt
0.40%
$13.52 13,531,000
26 GPN Global Payments Inc Since 2026-05-10 37940XAW2 Debt
0.16%
$5.55 5,550,000
27 GPN Global Payments Inc Since 2026-05-10 37940XAY8 Debt
0.22%
$7.41 7,470,000
28 PODD Insulet Corporation Since 2026-05-10 45784PAL5 Debt
0.04%
$1.29 1,244,000
29 JPM Jpmorgan Chase & Co Since 2026-05-10 46647PEC6 Debt
0.31%
$10.70 10,386,000
30 JPM Jpmorgan Chase & Co Since 2026-05-10 46647PEE2 Debt
0.12%
$4.13 4,054,000
31 JPM Jpmorgan Chase & Co Since 2026-05-10 46647PFC5 Debt
0.11%
$3.84 3,740,000
32 JPM Jpmorgan Chase & Co Since 2026-05-10 46647PFE1 Debt
0.16%
$5.58 5,662,000
33 JPM Jpmorgan Chase & Co Since 2026-05-10 46647PFJ0 Debt
0.16%
$5.53 5,571,000
34 JPM Jpmorgan Chase & Co Since 2026-05-10 46647PFK7 Debt
0.12%
$4.07 4,079,000
35 JXN Jackson Financial Inc Since 2026-05-10 46817M206 Equity (Preferred)
0.06%
$2.10 80,297
36 AMRX Amneal Pharmaceuticals Llc Since 2026-05-10 03167DAR5 LON
0.13%
$4.38 4,359,973
37 LUV Southwest Airlines Co Since 2026-05-10 844741BM9 Debt
0.32%
$11.00 11,236,000
38 SNPS Synopsys Inc Since 2026-05-10 871607AC1 Debt
0.20%
$6.94 6,800,000
39 SNPS Synopsys Inc Since 2026-05-10 871607AE7 Debt
0.29%
$10.03 9,895,000
40 SYF Synchrony Financial Since 2026-05-10 87165BAL7 Debt
0.09%
$3.19 3,192,000
41 TRGP Targa Resources Corp Since 2026-05-10 87612GAR2 Debt
0.05%
$1.86 1,849,000
42 UBS Ubs Group Ag Since 2026-05-10 902613BR8 Debt
0.33%
$11.36 11,239,000
43 UAL United Airlines Holdings Since 2026-05-10 910047AL3 Debt
0.25%
$8.57 8,480,000
44 VZ Verizon Communications Since 2026-05-10 92343VHG2 Debt
0.11%
$3.69 3,733,000
45 VST Vistra Corp Since 2026-05-10 92840MAB8 Debt
0.12%
$4.04 3,967,000
46 WFC Wells Fargo & Company Since 2026-05-10 949746TD3 Debt
0.15%
$5.27 5,270,000
47 WFC Wells Fargo & Company Since 2026-05-10 95000U3D3 Debt
0.38%
$13.09 12,653,000
48 WFC Wells Fargo & Company Since 2026-05-10 95000U3V3 Debt
0.38%
$13.11 12,576,000
49 WFC Wells Fargo & Company Since 2026-05-10 95000U4B6 Debt
0.11%
$3.74 3,782,000
50 WFC Wells Fargo & Company Since 2026-05-10 95000U4E0 Debt
0.25%
$8.42 8,483,000
51 WFC Wells Fargo & Company Since 2026-05-10 95000U4F7 Debt
0.15%
$5.10 5,196,000