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
$149M
AUM Growth
-$2.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$2.86M
3
+$2.61M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$2.06M
5
SDVD icon
FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
+$2.03M

Top Sells

1
+$3.18M
2
+$2.9M
3
+$2.33M
4
FSIG icon
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
+$1.96M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$1.91M

Sector Composition

1 Energy 0.22%
2 Financials 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.56M 1.04%
71,296
-124
27
$1.56M 1.04%
+188,723
28
$1.37M 0.92%
33,442
-6,158
29
$1.34M 0.9%
31,860
-5,673
30
$1.31M 0.87%
+102,757
31
$1.25M 0.83%
+74,960
32
$1.25M 0.83%
19,449
-829
33
$1.25M 0.83%
+66,067
34
$1.23M 0.82%
+25,870
35
$1.07M 0.71%
+21,507
36
$1,000K 0.67%
31,866
-539
37
$997K 0.67%
47,529
-459
38
$985K 0.66%
55,980
+4,242
39
$977K 0.65%
55,199
+42,709
40
$972K 0.65%
34,361
-9,322
41
$955K 0.64%
20,754
-63,051
42
$944K 0.63%
9,491
+950
43
$802K 0.54%
16,037
-2,010
44
$596K 0.4%
16,694
-18,468
45
$562K 0.38%
1,005
+625
46
$557K 0.37%
15,545
47
$434K 0.29%
4,511
-11,353
48
$364K 0.24%
14,697
-59,466
49
$361K 0.24%
24,198
+1,925
50
$337K 0.23%
8,911
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2
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