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
$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
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-105,982
29
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30
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31
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32
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33
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34
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35
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-1,882
36
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37
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38
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-67,910
39
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-32,449
40
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-25,201
41
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-52,224
42
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43
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-3,791
44
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45
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-59,842
46
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-55,960
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