RFN

RDA Financial Network Portfolio holdings

AUM $400M
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$166M
AUM Growth
-$80.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$996K
3
+$992K
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$684K
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$499K

Top Sells

1
+$7.5M
2
+$4.77M
3
+$4.12M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.75M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.8M

Sector Composition

1 Technology 6.26%
2 Financials 5.09%
3 Healthcare 4.16%
4 Communication Services 3.64%
5 Consumer Discretionary 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
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