RA

RiverTree Advisors Portfolio holdings

AUM $149M
1-Year Est. Return 4.05%
This Quarter Est. Return
1 Year Est. Return
+4.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$139M
AUM Growth
-$56.7K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$8.98M
2
+$7.76M
3
+$4.41M
4
QMAR icon
FT Vest Growth-100 Buffer ETF March
QMAR
+$3.68M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.63M

Top Sells

1
+$8.86M
2
+$7.85M
3
+$4.26M
4
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$3.96M
5
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$3.91M

Sector Composition

1 Energy 0.16%
2 Communication Services 0%
3 Consumer Discretionary 0%
4 Consumer Staples 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$283K 0.2%
8,368
27
$222K 0.16%
17,500
28
– –
-105,982
29
– –
-1,005
30
– –
-95,299
31
– –
-119,979
32
– –
-58,152
33
– –
-67,910
34
– –
-32,449
35
– –
-25,201
36
– –
-52,224
37
– –
-802
38
– –
-3,791
39
– –
-2,225
40
– –
-543
41
– –
-665
42
– –
-59,842
43
– –
-55,960
44
– –
-4,883
45
– –
-366,066
46
– –
-1,882
1
2