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
$147M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$8.73M
2
+$7.89M
3
+$5.88M
4
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$5.67M
5
AMLP icon
Alerian MLP ETF
AMLP
+$4.59M

Top Sells

1
+$11.1M
2
+$7.49M
3
+$6.86M
4
KNG icon
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
+$6.56M
5
BILS icon
SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$3.9M

Sector Composition

1 Energy 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$403K 0.27%
+16,250
27
$391K 0.27%
+823
28
$242K 0.16%
17,500
29
$215K 0.15%
1,364
-21,541
30
– –
-214,302
31
– –
-178,768
32
– –
-132,910
1
2