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
$147M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$8.73M
2
+$7.89M
3
+$5.88M
4
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$5.67M
5
AMLP icon
Alerian MLP ETF
AMLP
+$4.59M

Top Sells

1
+$11.1M
2
+$7.49M
3
+$6.86M
4
KNG icon
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
+$6.56M
5
BILS icon
SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$3.9M

Sector Composition

1 Energy 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.4M 11.81%
291,184
+67,426
2
$11.4M 7.73%
235,422
+48,847
3
$11.1M 7.56%
418,225
+164,474
4
$10.4M 7.09%
207,237
+29,937
5
$9.73M 6.61%
121,549
+15,182
6
$8.82M 6%
241,283
+20,052
7
$8.73M 5.94%
+323,509
8
$7.89M 5.37%
+289,843
9
$7.04M 4.79%
135,452
-28,929
10
$5.88M 4%
+127,623
11
$5.7M 3.88%
57,137
-33,440
12
$5.67M 3.85%
+172,977
13
$4.98M 3.38%
54,469
-121,239
14
$4.59M 3.12%
+107,919
15
$3.84M 2.61%
101,720
-1,832
16
$3.84M 2.61%
+68,243
17
$3.82M 2.6%
109,262
+3,471
18
$3.8M 2.58%
148,130
+4,204
19
$3.17M 2.15%
54,767
+19,368
20
$1.97M 1.34%
+38,870
21
$1.91M 1.3%
66,818
+1,702
22
$1.34M 0.91%
13,550
-39,335
23
$1.19M 0.81%
29,731
-80,540
24
$1.06M 0.72%
+15,631
25
$571K 0.39%
1,395
+369
1
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