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
$543M
AUM Growth
-$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Sells

1 +$21.8M
2 +$13.2M
3 +$10.9M
4
MMIN icon
IQ MacKay Municipal Insured ETF
MMIN
+$4.88M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$3.25M

Sector Composition

1 Healthcare 0.81%
2 Technology 0.55%
3 Materials 0.27%
4 Industrials 0.27%
5 Consumer Discretionary 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-3,630
102
-7,248
103
-435,725
104
-171,935
105
-2,519
106
-4,905
107
-3,482
108
-2,260
109
-2,704