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
51
$325K 0.22%
17,500
52
$313K 0.21%
+5,096
53
$289K 0.19%
8,695
-37,547
54
$266K 0.18%
500
55
$216K 0.14%
1,855
-7,508
56
– –
-79,078
57
– –
-39,474
58
– –
-103,659
59
– –
-5,930
1 2
3