RFA

RTD Financial Advisors Portfolio holdings

AUM $832M
1-Year Est. Return 9.97%
This Quarter Est. Return
1 Year Est. Return
+9.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$744M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$1.23M
3
+$846K
4
MMIN icon
IQ MacKay Municipal Insured ETF
MMIN
+$669K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$470K

Top Sells

1
+$1.25M
2
+$838K
3
+$755K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$437K
5
IWB icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.92M 0.26%
11,191
+1,272
52
$1.78M 0.24%
24,191
+3,393
53
$1.76M 0.24%
10,833
-1,078
54
$1.62M 0.22%
29,165
+2,487
55
$1.44M 0.19%
51,981
56
$1.41M 0.19%
26,264
57
$1.38M 0.19%
12,045
-198
58
$1.25M 0.17%
3,643
-537
59
$1.25M 0.17%
4,791
-110
60
$1.2M 0.16%
33,126
61
$1.14M 0.15%
22,947
62
$1.06M 0.14%
4,409
-5
63
$868K 0.12%
1,560
64
$809K 0.11%
6,956
65
$728K 0.1%
11,391
66
$707K 0.1%
4,783
-166
67
$688K 0.09%
11,734
-1,412
68
$667K 0.09%
3,655
69
$634K 0.09%
15,241
+1,029
70
$620K 0.08%
19,246
+265
71
$612K 0.08%
4,020
+40
72
$558K 0.08%
1,326
73
$553K 0.07%
4,199
74
$512K 0.07%
6,713
-968
75
$504K 0.07%
11,778
-22
1 2
3
4