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
1
$11.8M 7.9%
231,880
+22,924
2
$10.3M 6.95%
172,806
-13,987
3
$8.4M 5.64%
183,035
+47,691
4
$7.26M 4.87%
306,979
+190,914
5
$7.16M 4.81%
78,824
-12,499
6
$6.4M 4.3%
201,180
-73,131
7
$6.34M 4.26%
148,948
-24,505
8
$6.2M 4.17%
186,894
-37,919
9
$5.19M 3.49%
103,203
+65,282
10
$5.09M 3.42%
103,255
-75,665
11
$4.84M 3.25%
141,617
-73,222
12
$4.59M 3.08%
201,047
+129,751
13
$4.15M 2.79%
84,915
-7,194
14
$4.03M 2.71%
332,836
+230,079
15
$3.84M 2.58%
187,158
+85,589
16
$3.74M 2.51%
67,833
-40,920
17
$3.63M 2.44%
420,140
+231,417
18
$3.15M 2.12%
31,371
-2,881
19
$2.71M 1.82%
138,589
+72,522
20
$2.67M 1.79%
51,390
+25,520
21
$2.62M 1.76%
+106,154
22
$2.54M 1.71%
27,690
-41,859
23
$2.54M 1.7%
71,975
-30,554
24
$2.45M 1.64%
+16,212
25
$2.39M 1.6%
+57,028
1
2 3