Barron's 400SM ETF
BFOR
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- ALPS Barron's 400 ETF (BFOR) is an exchange-traded fund that seeks investment results corresponding generally, before fees and expenses, to the performance of the Barron's 400 Index, a rules-based index tracking high-performing U.S. equity securities selected via a growth at a reasonable price (GARP) methodology combined with quality factors. The ETF provides investors with exposure to an equally weighted portfolio of approximately 400 U.S. companies across various market capitalizations, emphasizing fundamentally sound firms with strong growth prospects, liquidity, and diversification across sectors and sizes; top holdings as of late 2025 include Synopsys Inc., Sterling Infrastructure Inc., Sezzle Inc., and others in technology, industrials, and financial services, with sector allocations led by financial services (around 21%), industrials (19%), and technology (18%). Launched on June 3, 2013, and listed on NYSE Arca, the fund is managed by ALPS Advisors, Inc., a registered investment adviser and part of SS&C, with headquarters operations in the United States and a focus on U.S. domestic equities for institutional and retail investors seeking core equity diversification outperforming market-cap weighted benchmarks over market cycles. In its most recent semi-annual rebalance completed in September 2025, the Barron's 400 ETF expanded exposure to health care (adding 11 constituents for an overweight position) and materials (adding seven), while reducing consumer staples; prominent large-cap additions included Broadcom (AVGO), Johnson & Johnson (JNJ), GE Aerospace (GE), Merck (MRK), Caterpillar (CAT), Gilead Sciences (GILD), Micron (MU), and Applied Materials (AMAT), with first-time selections such as Carvana (CVNA), Reddit (RDDT), and FTAI Aviation (FTAI). The rebalance featured a 39.5% turnover rate (slightly below the historical 42.3% average), 158 additions, and exclusions like Apple (AAPL) for the second time since inception, alongside large-cap deletions including JPMorgan Chase (JPM), Home Depot (HD), Procter & Gamble (PG), Coca-Cola (KO), and IBM; five of the "Magnificent 7" stocks (Nvidia, Alphabet, Amazon, Meta, Microsoft) were retained. The fund declared its annual distribution of $0.50 per share (ex-date December 19, 2024), reflecting ongoing passive management adjustments tied to index reconstitutions without active trading interventions.