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
51
$235K 0.16%
380
-625
52
$232K 0.16%
+800
53
$217K 0.15%
8,699
-5,998
54
$211K 0.14%
+5,220
55
– –
-51,760
56
– –
-153,156
57
– –
-74,960
58
– –
-44,517
59
– –
-16,037
60
– –
-20,754
61
– –
-24,198
62
– –
-57,938
63
– –
-21,507
64
– –
-55,980
65
– –
-8,801
1 2
3