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
101
$473K 0.24%
1,345
-35
102
$469K 0.24%
1
103
$460K 0.23%
5,350
-600
104
$455K 0.23%
9,113
+30
105
$454K 0.23%
20,616
+2,847
106
$452K 0.23%
19,908
-11,920
107
$449K 0.23%
1,939
-76
108
$448K 0.23%
+1,962
109
$447K 0.22%
3,591
-615
110
$440K 0.22%
+4,739
111
$436K 0.22%
5,797
-241
112
$435K 0.22%
2,032
-20
113
$420K 0.21%
9,635
+35
114
$415K 0.21%
2,694
-92
115
$415K 0.21%
3,056
+30
116
$407K 0.2%
2,336
+3
117
$400K 0.2%
5,707
-72
118
$400K 0.2%
4,497
-60
119
$397K 0.2%
10,754
+164
120
$397K 0.2%
30,150
+408
121
$391K 0.2%
3,710
-554
122
$388K 0.2%
8,213
123
$388K 0.2%
12,718
+1,112
124
$387K 0.19%
16,944
+1,896
125
$386K 0.19%
8,175
3 4
5
6 7