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
$139M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$8.86M
3
+$7.83M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$7.71M
5
FMAR icon
FT Vest US Equity Buffer ETF March
FMAR
+$3.83M

Top Sells

1
+$10.5M
2
+$6.69M
3
+$4.51M
4
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$4.45M
5
FEX icon
First Trust Large Cap Core AlphaDEX Fund
FEX
+$4.08M

Sector Composition

1 Consumer Discretionary 0.46%
2 Consumer Staples 0.17%
3 Communication Services 0.17%
4 Energy 0.16%
5 Industrials 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.4M 9.68%
146,402
+117,889
2
$13.4M 9.62%
224,577
+32,236
3
$9.67M 6.96%
202,054
+8,842
4
$9.32M 6.71%
188,248
+8,034
5
$8.86M 6.38%
+366,066
6
$8.46M 6.09%
180,264
+10,660
7
$8.2M 5.9%
231,077
+2,322
8
$8.06M 5.8%
110,556
-148
9
$7.85M 5.65%
105,982
+7,375
10
$7.83M 5.63%
+194,894
11
$7.71M 5.55%
+202,680
12
$4.26M 3.07%
119,979
+10,328
13
$4.23M 3.04%
180,092
+26,831
14
$3.96M 2.85%
55,960
+44
15
$3.91M 2.81%
95,299
-33
16
$3.83M 2.76%
+113,971
17
$1.97M 1.42%
+41,057
18
$1.84M 1.32%
59,842
-18,867
19
$1.6M 1.15%
67,910
-16,640
20
$1.42M 1.02%
+52,224
21
$1,000K 0.72%
+35,136
22
$974K 0.7%
+58,152
23
$971K 0.7%
+27,041
24
$961K 0.69%
39,678
+2,318
25
$958K 0.69%
+35,200
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