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
-$474K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$4.51M
2
+$3.28M
3
+$2.96M
4
HIPS icon
GraniteShares HIPS US High Income ETF
HIPS
+$2.79M
5
RDVI icon
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
+$2.62M

Top Sells

1
+$3.84M
2
+$3.73M
3
+$3.4M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.18M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$2.61M

Sector Composition

1 Financials 0.32%
2 Energy 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.98M 1.33%
139,176
+83,977
27
$1.73M 1.16%
33,912
-6,400
28
$1.72M 1.15%
41,142
-7,536
29
$1.61M 1.08%
+14,639
30
$1.5M 1.01%
+54,358
31
$1.44M 0.97%
66,337
+18,808
32
$1.41M 0.95%
+35,894
33
$1.36M 0.91%
30,372
-1,488
34
$1.35M 0.9%
31,903
-1,539
35
$1.15M 0.77%
11,594
+2,103
36
$1.11M 0.74%
13,597
-15,031
37
$1.03M 0.69%
15,550
-3,899
38
$991K 0.67%
30,886
-980
39
$857K 0.58%
27,638
-6,723
40
$824K 0.55%
+3,430
41
$601K 0.4%
11,202
+6,106
42
$592K 0.4%
+14,929
43
$587K 0.39%
15,545
44
$363K 0.24%
9,516
-7,178
45
$361K 0.24%
8,911
46
$322K 0.22%
2,983
-1,528
47
$317K 0.21%
17,500
48
$301K 0.2%
8,180
-515
49
$244K 0.16%
1,896
+41
50
$243K 0.16%
500
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2
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