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RFN

RDA Financial Network Portfolio holdings

AUM $459M
1-Year Est. Return 24.58%
This Fund
S&P 500
This Quarter Est. Return
+11.31%
1 Year Est. Return
+24.58%
3 Year Est. Return
+82.14%
5 Year Est. Return
+92.85%
10 Year Est. Return
–
AUM
$212M
AUM Growth
–
Cap. Flow
+$201M
Cap. Flow %
94.82%
Top 10 Hldgs %
33.1%
Holding
222
New
222
Increased
–
Reduced
–
Closed
–

Top Buys

1
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$13.3M
2
QQQ icon
Invesco QQQ Trust
QQQ
+$13M
3
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$9.46M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.88M
5
PG icon
Procter & Gamble
PG
+$5.62M

Top Sells

No sells this quarter

Sector Composition

1 Financials 5.69%
2 Technology 4.57%
3 Consumer Staples 3.85%
4 Communication Services 3.28%
5 Consumer Discretionary 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HEDJ icon
76
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.83B
$752K 0.36%
+22,710
New +$696K
AMGN icon
77
Amgen
AMGN
$201B
$740K 0.35%
+3,872
New +$739K
GSLC icon
78
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.5B
$738K 0.35%
+12,665
New +$692K
HOMB icon
79
Home BancShares
HOMB
$6.18B
$706K 0.33%
+38,040
New +$706K
VWO icon
80
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$696K 0.33%
+15,993
New +$659K
HD icon
81
Home Depot
HD
$347B
$695K 0.33%
+3,390
New +$622K
ALGN icon
82
Align Technology
ALGN
$12.8B
$669K 0.32%
+2,287
New +$546K
SLYG icon
83
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.1B
$666K 0.31%
+10,905
New +$644K
DXJ icon
84
WisdomTree Japan Hedged Equity Fund
DXJ
$7.2B
$657K 0.31%
+12,610
New +$628K
CASY icon
85
Casey's General Stores
CASY
$30.6B
$634K 0.3%
+4,750
New +$621K
SPLV icon
86
Invesco S&P 500 Low Volatility ETF
SPLV
$7.22B
$630K 0.3%
+11,848
New +$594K
PFE icon
87
Pfizer
PFE
$143B
$581K 0.27%
+14,555
New +$583K
IVV icon
88
iShares Core S&P 500 ETF
IVV
$891B
$580K 0.27%
+1,986
New +$543K
FV icon
89
First Trust Dorsey Wright Focus 5 ETF
FV
$3.65B
$571K 0.27%
+18,596
New +$533K
USMV icon
90
iShares MSCI USA Min Vol Factor ETF
USMV
$23.2B
$571K 0.27%
+9,596
New +$538K
FDT icon
91
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
$1.27B
$566K 0.27%
+10,217
New +$544K
CSCO icon
92
Cisco
CSCO
$432B
$565K 0.27%
+9,998
New +$486K
SPYG icon
93
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$52.2B
$559K 0.26%
+14,698
New +$520K
FPF
94
First Trust Intermediate Duration Preferred & Income Fund
FPF
$1.1B
$557K 0.26%
+24,871
New +$528K
DBEM icon
95
Xtrackers MSCI Emerging Markets Hedged Equity ETF
DBEM
$99.3M
$555K 0.26%
+23,923
New +$530K
VO icon
96
Vanguard Mid-Cap ETF
VO
$106B
$550K 0.26%
+13,256
New +$510K
AOR icon
97
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.65B
$546K 0.26%
+12,091
New +$525K
QDEF icon
98
FlexShares Quality Dividend Defensive Index Fund
QDEF
$545M
$529K 0.25%
+11,611
New +$496K
DLS icon
99
WisdomTree International SmallCap Dividend Fund
DLS
$1.05B
$519K 0.25%
+7,651
New +$496K
FTHI icon
100
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$2.37B
$512K 0.24%
+23,329
New +$498K
2 3
4
5 6

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