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
+$1.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$804K
3
+$714K
4
AMLP icon
Alerian MLP ETF
AMLP
+$486K
5
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$347K

Top Sells

1
+$841K
2
+$815K
3
+$678K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$615K
5
FTGS icon
First Trust Growth Strength ETF
FTGS
+$608K

Sector Composition

1 Energy 0.19%
2 Financials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$796K 0.54%
7,994
-23
27
$714K 0.48%
+18,956
28
$548K 0.37%
15,545
29
$347K 0.24%
+8,279
30
$347K 0.24%
+7,292
31
$337K 0.23%
+8,911
32
$281K 0.19%
17,500
33
$230K 0.16%
500
34
$218K 0.15%
380
-437
35
– –
-1,284
36
– –
-1,368
1
2