RFN

RDA Financial Network Portfolio holdings

AUM $405M
1-Year Est. Return 19.89%
This Quarter Est. Return
1 Year Est. Return
+19.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$199M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.43M
3
+$1.41M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$1.19M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.07M

Top Sells

1
+$2.63M
2
+$2.05M
3
+$1.41M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.24M
5
UNH icon
UnitedHealth
UNH
+$1.19M

Sector Composition

1 Technology 10.15%
2 Healthcare 9.81%
3 Financials 7.64%
4 Communication Services 3.99%
5 Consumer Discretionary 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.28M 0.64%
20,164
-72
52
$1.27M 0.64%
17,087
-193
53
$1.19M 0.6%
+53,372
54
$1.16M 0.58%
34,504
-3,950
55
$1.13M 0.57%
28,673
+512
56
$1.12M 0.56%
52,104
+1,299
57
$1.08M 0.54%
28,385
58
$1.07M 0.54%
2,210
+90
59
$1.03M 0.52%
+25,278
60
$1.01M 0.51%
9,525
-6,069
61
$989K 0.5%
4,204
+187
62
$985K 0.5%
10,574
+129
63
$948K 0.48%
5,366
+1,441
64
$944K 0.47%
5,562
+231
65
$942K 0.47%
13,190
+761
66
$923K 0.46%
6,078
+608
67
$919K 0.46%
12,383
+145
68
$901K 0.45%
2,592
+195
69
$898K 0.45%
8,513
-602
70
$897K 0.45%
16,778
-2,794
71
$886K 0.45%
13,515
-2,306
72
$859K 0.43%
4,754
+25
73
$846K 0.43%
10,095
+5
74
$845K 0.42%
13,279
+692
75
$815K 0.41%
13,445
-275
1 2
3
4 5