FINANCIAL INVESTORS TRUST
About this Fund
Financial Investors Trust is a renowned mutual fund company that has been at the forefront of asset management and investment solutions, catering to the diverse needs of investors seeking to grow their wealth through a well-diversified portfolio. With a strong commitment to delivering exceptional investment experiences, the company offers a wide range of mutual funds, including equity, debt, hybrid, and specialty funds, each designed to meet the unique objectives and risk tolerance of its investors. By providing a robust platform for systematic investment plans, or SIPs, Financial Investors Trust empowers individuals to invest in a disciplined and consistent manner, helping them navigate the complexities of the financial markets and achieve their long-term financial goals. The company's investment approach is centered around a thorough understanding of the markets, backed by rigorous research and analysis, to identify opportunities that can generate sustainable returns for its investors. Financial Investors Trust's team of experienced professionals, comprising seasoned investment managers, researchers, and financial experts, work in tandem to craft and manage portfolios that are tailored to the specific needs of its clients, whether they are conservative, moderate, or aggressive investors. The company's investor-focused approach is built on the principles of transparency, accountability, and trust, ensuring that its investors are always informed and involved in the decision-making process. By fostering a culture of excellence and innovation, Financial Investors Trust has established itself as a trusted partner for investors seeking to create and preserve wealth through a comprehensive wealth management strategy. Financial Investors Trust's key strengths lie in its ability to offer a broad spectrum of investment products and services, designed to cater to the diverse requirements of its clients, from individual investors to institutional investors and financial intermediaries. The company's expertise in active portfolio management, combined with its robust risk management framework, enables it to navigate the complexities of the financial markets with ease, providing its investors with a sense of security and confidence in their investment decisions. As a result, Financial Investors Trust has earned the trust and loyalty of its investors, who appreciate the company's commitment to delivering consistent and sustainable returns, while minimizing risk and maximizing growth. With its unwavering dedication to excellence and customer satisfaction, Financial Investors Trust continues to be a preferred choice for investors seeking a reliable and experienced mutual fund company to manage their investments and help them achieve their financial objectives.
Holdings
From latest SEC N-PORT filing · US-listed stocks only
| # | 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 |