RFA
RTD Financial Advisors Portfolio holdings
AUM
$782M
1-Year Return
10.69%
This Quarter Return
+4.78%
1 Year Return
+10.69%
3 Year Return
+32.6%
5 Year Return
–
10 Year Return
–
AUM
$744M
AUM Growth
+$31.3M
(+4.4%)
Cap. Flow
-$1.12M
Cap. Flow
% of AUM
-0.15%
Top 10 Holdings %
Top 10 Hldgs %
54.01%
Holding
99
New
–
Increased
22
Reduced
53
Closed
3
Top Buys
| 1 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$1.29M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.23M |
| 3 |
iShares Russell Mid-Cap Value ETF
IWS
|
$846K |
| 4 |
IQ MacKay Municipal Insured ETF
MMIN
|
$669K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$470K |
Top Sells
| 1 |
Vanguard Real Estate ETF
VNQ
|
$1.25M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$838K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$755K |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
$437K |
| 5 |
iShares Russell 1000 ETF
IWB
|
$407K |
Sector Composition
| 1 | Healthcare | 0.4% |
| 2 | Technology | 0.38% |
| 3 | Industrials | 0.37% |
| 4 | Utilities | 0.2% |
| 5 | Energy | 0.15% |
