RDFA

Ritter Daniher Financial Advisory Portfolio holdings

AUM $568M
1-Year Est. Return 12.25%
This Quarter Est. Return
1 Year Est. Return
+12.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$568M
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1 +$11.1M
2 +$9.33M
3 +$9.28M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.09M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$6.85M

Top Sells

1 +$2.53M
2 +$1.56M
3 +$477K
4
CTAS icon
Cintas
CTAS
+$470K
5
JAVA icon
JPMorgan Active Value ETF
JAVA
+$419K

Sector Composition

1 Financials 4.24%
2 Technology 4.01%
3 Consumer Staples 2.82%
4 Consumer Discretionary 1.9%
5 Communication Services 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WBA
476
DELISTED
Walgreens Boots Alliance
WBA
-340