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
126
$383K 0.19%
10,486
-1,415
127
$383K 0.19%
6,939
-340
128
$377K 0.19%
+14,600
129
$375K 0.19%
1,251
130
$374K 0.19%
1,184
-202
131
$370K 0.19%
7,757
-211
132
$366K 0.18%
+1,438
133
$364K 0.18%
3,141
+300
134
$355K 0.18%
7,100
+1,474
135
$354K 0.18%
4,801
+70
136
$348K 0.18%
4,222
-697
137
$344K 0.17%
6,853
-853
138
$341K 0.17%
9,752
+358
139
$334K 0.17%
3,936
-533
140
$333K 0.17%
8,348
141
$333K 0.17%
29,604
-17,171
142
$333K 0.17%
+3,878
143
$331K 0.17%
3,481
+873
144
$328K 0.17%
9,760
145
$318K 0.16%
7,073
+2,200
146
$317K 0.16%
1,774
+96
147
$314K 0.16%
1,472
-51
148
$311K 0.16%
2,053
-4,274
149
$310K 0.16%
4,305
+140
150
$306K 0.15%
+6,479
4 5
6
7 8