RFN
RDA Financial Network Portfolio holdings
AUM
$400M
1-Year Est. Return
18.84%
This Fund
S&P 500
1 Year Est. Return
+18.84%
AUM
$400M
AUM Growth
-$15.7M
(-3.8%)
Holding
293
Top Buys
| 1 | +$1.68M | |
| 2 | +$1.52M | |
| 3 | +$1.5M | |
| 4 |
Intuit
INTU
|
+$1.47M |
| 5 |
Walmart Inc
WMT
|
+$1.43M |
Top Sells
| 1 | +$3.42M | |
| 2 | +$1.75M | |
| 3 | +$1.71M | |
| 4 |
Kinder Morgan
KMI
|
+$1.65M |
| 5 |
Uber
UBER
|
+$1.53M |
Sector Composition
| 1 | Technology | 20.92% |
| 2 | Financials | 8.36% |
| 3 | Communication Services | 6.73% |
| 4 | Consumer Discretionary | 4.64% |
| 5 | Healthcare | 4.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Snap
SNAP
$10.2B
| – | – |
-13,884
|
|
||
277
First Trust Cloud Computing ETF
SKYY
$2.48B
| – | – |
-1,810
|
|
||
278
Roblox
RBLX
$42.8B
| – | – |
-3,024
|
|
||
279
PayPal
PYPL
$44.8B
| – | – |
-3,620
|
|
||
280
Old Republic International
ORI
$10.1B
| – | – |
-5,390
|
|
||
281
Northern Trust
NTRS
$29.1B
| – | – |
-1,738
|
|
||
282
NiSource
NI
$22.8B
| – | – |
-7,977
|
|
||
283
Netflix
NFLX
$455B
| – | – |
-14,878
|
|
||
284
iShares MSCI USA Momentum Factor ETF
MTUM
$22.9B
| – | – |
-901
|
|
||
285
Alliant Energy
LNT
$18.8B
| – | – |
-7,187
|
|
||
286
iShares Global 100 ETF
IOO
$8.25B
| – | – |
-1,644
|
|
||
287
Fidelity National Financial
FNF
$13B
| – | – |
-3,845
|
|
||
288
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.4B
| – | – |
-5,506
|
|
||
289
Consolidated Edison
ED
$40.7B
| – | – |
-3,968
|
|
||
290
ProShares Large Cap Core Plus
CSM
$489M
| – | – |
-2,586
|
|
||
291
Broadridge
BR
$19B
| – | – |
-939
|
|
||
292
Blackrock
BLK
$159B
| – | – |
-321
|
|
||
293
Apollo Global Management
APO
$69.9B
| – | – |
-1,450
|
|