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
$149M
AUM Growth
+$1.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$1.24M
3
+$633K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$377K
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$261K

Top Sells

1
+$2.65M
2
+$2.23M
3
+$1.32M
4
BUFF icon
Innovator Laddered Allocation Power Buffer ETF
BUFF
+$1.19M
5
FNY icon
First Trust Mid Cap Growth AlphaDEX Fund
FNY
+$1.06M

Sector Composition

1 Energy 0.18%
2 Financials 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$275K 0.18%
17,500
27
$231K 0.16%
1,364
28
$210K 0.14%
+500
29
– –
-29,731
30
– –
-15,631
31
– –
-16,250
1
2