RA

RiverTree Advisors Portfolio holdings

AUM $157M
1-Year Est. Return 4.48%
This Quarter Est. Return
1 Year Est. Return
+4.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
+$851K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.51M
3
+$1.48M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.33M
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$1.29M

Top Sells

1
+$1.62M
2
+$1.59M
3
+$1.41M
4
FEX icon
First Trust Large Cap Core AlphaDEX Fund
FEX
+$1.39M
5
QQQH
NEOS Nasdaq-100 Hedged Equity Income ETF
QQQH
+$1.26M

Sector Composition

1 Financials 0.32%
2 Energy 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BALT icon
26
Innovator Defined Wealth Shield ETF
BALT
$2.04B
$1.6M 1.02%
47,864
+18,423
PWB icon
27
Invesco Large Cap Growth ETF
PWB
$1.48B
$1.51M 0.96%
+11,859
TDVI icon
28
FT Vest Technology Dividend Target Income ETF
TDVI
$254M
$1.5M 0.96%
54,014
-472
BIL icon
29
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42.4B
$1.48M 0.95%
16,232
-12,165
ONEQ icon
30
Fidelity Nasdaq Composite Index ETF
ONEQ
$9.22B
$1.48M 0.94%
+16,145
FMAR icon
31
FT Vest US Equity Buffer ETF March
FMAR
$948M
$1.37M 0.87%
28,858
-134
FAPR icon
32
FT Vest US Equity Buffer ETF April
FAPR
$974M
$1.35M 0.86%
30,348
-139
PIZ icon
33
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
$554M
$1.34M 0.86%
27,398
-640
XLG icon
34
Invesco S&P 500 Top 50 ETF
XLG
$11.2B
$1.29M 0.82%
+21,809
YMAG icon
35
YieldMax Magnificent 7 Fund of Option Income ETFs
YMAG
$382M
$1.21M 0.77%
85,058
+5,516
BILS icon
36
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.89B
$959K 0.61%
9,668
-1,035
QMAR icon
37
FT Vest Growth-100 Buffer ETF March
QMAR
$460M
$876K 0.56%
26,545
-121
ACWI icon
38
iShares MSCI ACWI ETF
ACWI
$25.9B
$826K 0.53%
5,839
+2,553
FTLS icon
39
First Trust Long/Short Equity ETF
FTLS
$2.14B
$809K 0.52%
11,402
-3,662
EDIV icon
40
SPDR S&P Emerging Markets Dividend ETF
EDIV
$1.05B
$809K 0.52%
20,663
-24,641
EEM icon
41
iShares MSCI Emerging Markets ETF
EEM
$23.5B
$796K 0.51%
+14,542
PYLD icon
42
PIMCO Multi Sector Bond Active ETF
PYLD
$11.2B
$761K 0.49%
+28,530
FCVT icon
43
First Trust SSI Strategic Convertible Securities ETF
FCVT
$100M
$750K 0.48%
17,438
+1,687
PCY icon
44
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.27B
$734K 0.47%
+33,868
FLOT icon
45
iShares Floating Rate Bond ETF
FLOT
$9B
$706K 0.45%
13,889
-16,872
FSIG icon
46
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.43B
$694K 0.44%
+36,169
HYLS icon
47
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.79B
$683K 0.44%
16,308
-20,404
FTC icon
48
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.28B
$671K 0.43%
4,197
-10,126
PMAY icon
49
Innovator US Equity Power Buffer ETF May
PMAY
$607M
$615K 0.39%
15,545
RECS icon
50
Columbia Research Enhanced Core ETF
RECS
$4.85B
$577K 0.37%
14,123
-252
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