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
$712M
AUM Growth
+$57.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$7.94M
2
+$2.54M
3
+$2.37M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.89M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$1M

Top Sells

1
+$12.3M
2
+$4.79M
3
+$1.84M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.3M
5
AOR icon
iShares Core 60/40 Balanced Allocation ETF
AOR
+$1.28M

Sector Composition

1 Healthcare 0.46%
2 Technology 0.38%
3 Industrials 0.35%
4 Utilities 0.23%
5 Energy 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-5,475
102
– –
-8,408
103
– –
-8,070
104
– –
-2,304
1 2 3 4
5