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
-$56.7K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$8.98M
2
+$7.76M
3
+$4.41M
4
QMAR icon
FT Vest Growth-100 Buffer ETF March
QMAR
+$3.68M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.63M

Top Sells

1
+$8.86M
2
+$7.85M
3
+$4.26M
4
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$3.96M
5
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$3.91M

Sector Composition

1 Energy 0.16%
2 Communication Services 0%
3 Consumer Discretionary 0%
4 Consumer Staples 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.6M 11.98%
181,136
+34,734
2
$13.1M 9.41%
219,875
-4,702
3
$9.06M 6.53%
190,112
-11,942
4
$8.98M 6.46%
+89,981
5
$8.87M 6.39%
177,961
-10,287
6
$8.23M 5.93%
228,637
-2,440
7
$8.1M 5.83%
169,230
-11,034
8
$7.88M 5.67%
193,619
-9,061
9
$7.76M 5.59%
+216,795
10
$7.76M 5.59%
103,332
-7,224
11
$7.61M 5.48%
189,837
-5,057
12
$5.75M 4.14%
229,671
+49,579
13
$4.41M 3.17%
+134,358
14
$3.95M 2.84%
110,857
-3,114
15
$3.68M 2.65%
+153,334
16
$3.63M 2.61%
+24,259
17
$3.56M 2.56%
93,877
+66,836
18
$2.12M 1.53%
39,288
-1,769
19
$2.09M 1.51%
+83,928
20
$1.83M 1.32%
65,592
+30,392
21
$969K 0.7%
33,277
-1,859
22
$925K 0.67%
59,155
-1,682
23
$802K 0.58%
33,727
-5,951
24
$416K 0.3%
+4,179
25
$302K 0.22%
+818
1
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