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
76
$806K 0.41%
+22,465
77
$794K 0.4%
90,859
+17,500
78
$777K 0.39%
+7,688
79
$760K 0.38%
18,111
+781
80
$760K 0.38%
4,843
+121
81
$738K 0.37%
14,638
+125
82
$728K 0.37%
18,670
-439
83
$723K 0.36%
4,026
-128
84
$711K 0.36%
51,156
+5,664
85
$622K 0.31%
33,808
-328
86
$609K 0.31%
33,691
-871
87
$579K 0.29%
5,841
-106
88
$578K 0.29%
17,440
-540
89
$577K 0.29%
16,179
+1,803
90
$559K 0.28%
14,807
+591
91
$529K 0.27%
6,719
-113
92
$520K 0.26%
30,839
-54
93
$518K 0.26%
11,525
+418
94
$517K 0.26%
10,091
+122
95
$500K 0.25%
44,700
-8,760
96
$498K 0.25%
2,866
-50
97
$498K 0.25%
2,612
-473
98
$490K 0.25%
20,307
-831
99
$487K 0.25%
2,390
+126
100
$477K 0.24%
4,323
-69
2 3
4
5 6