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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
+1.45%
1 Year Est. Return
+24.58%
3 Year Est. Return
+82.14%
5 Year Est. Return
+92.85%
10 Year Est. Return
–
AUM
$234M
AUM Growth
+$12.3M
(+5.5%)
Cap. Flow
+$3.29M
Cap. Flow
% of AUM
1.41%
Top 10 Holdings %
Top 10 Hldgs %
30.43%
Holding
253
New
24
Increased
112
Reduced
89
Closed
8
Top Buys
| 1 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
+$571K |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$372K |
| 3 |
Schwab International Equity ETF
SCHF
|
+$362K |
| 4 |
Invesco S&P SmallCap Consumer Staples ETF
PSCC
|
+$327K |
| 5 |
Vanguard Real Estate ETF
VNQ
|
+$308K |
Top Sells
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$1.34M |
| 2 |
Invesco Short Term Treasury ETF
TBLL
|
+$1.33M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.05M |
| 4 |
Invesco QQQ Trust
QQQ
|
+$1.03M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$953K |
Sector Composition
| 1 | Financials | 6.12% |
| 2 | Technology | 5.08% |
| 3 | Healthcare | 4.13% |
| 4 | Consumer Staples | 4.04% |
| 5 | Communication Services | 3.4% |
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