RDA Financial Network Buys JPMorgan Ultra-Short Income ETF, Alliant Energy Corp, iShares Cohen & Steers REIT ETF, Sells SPDR Barclays 1-3 Month T-Bill ETF, Schwab International Equity ETF, Vanguard Intermediate-Term Corporate Bond ETF

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Jan 30, 2020
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Investment company RDA Financial Network (Current Portfolio) buys JPMorgan Ultra-Short Income ETF, Alliant Energy Corp, iShares Cohen & Steers REIT ETF, SPDR S&P 500 ETF Trust, Vanguard Total Bond Market ETF, sells SPDR Barclays 1-3 Month T-Bill ETF, Schwab International Equity ETF, Vanguard Intermediate-Term Corporate Bond ETF, Schwab U.S. Large-Cap Growth ETF, Vanguard REIT ETF during the 3-months ended 2019Q4, according to the most recent filings of the investment company, RDA Financial Network. As of 2019Q4, RDA Financial Network owns 226 stocks with a total value of $229 million. These are the details of the buys and sells.

For the details of RDA Financial Network's stock buys and sells, go to https://www.gurufocus.com/guru/rda+financial+network/current-portfolio/portfolio

These are the top 5 holdings of RDA Financial Network
  1. PowerShares QQQ Trust Ser 1 (QQQ) - 66,589 shares, 6.46% of the total portfolio. Shares reduced by 2.01%
  2. Invesco S&P 500 Equal Weight ETF (RSP) - 111,791 shares, 5.65% of the total portfolio. Shares reduced by 3.36%
  3. Vanguard FTSE Developed Markets ETF (VEA) - 189,010 shares, 3.60% of the total portfolio. Shares reduced by 3.48%
  4. Procter & Gamble Co (PG) - 64,866 shares, 3.55% of the total portfolio. Shares added by 6.73%
  5. iShares Core S&P Small-Cap ETF (IJR) - 77,374 shares, 2.79% of the total portfolio. Shares reduced by 3.18%
New Purchase: JPMorgan Ultra-Short Income ETF (JPST)

RDA Financial Network initiated holding in JPMorgan Ultra-Short Income ETF. The purchase prices were between $50.41 and $50.54, with an estimated average price of $50.48. The stock is now traded at around $50.56. The impact to a portfolio due to this purchase was 0.34%. The holding were 15,569 shares as of .

New Purchase: Alliant Energy Corp (LNT)

RDA Financial Network initiated holding in Alliant Energy Corp. The purchase prices were between $51.5 and $54.95, with an estimated average price of $53.13. The stock is now traded at around $58.73. The impact to a portfolio due to this purchase was 0.2%. The holding were 7,713 shares as of .

New Purchase: iShares Cohen & Steers REIT ETF (ICF)

RDA Financial Network initiated holding in iShares Cohen & Steers REIT ETF. The purchase prices were between $112.5 and $121.18, with an estimated average price of $116.85. The stock is now traded at around $119.50. The impact to a portfolio due to this purchase was 0.14%. The holding were 2,600 shares as of .

New Purchase: Vanguard Total Bond Market ETF (BND)

RDA Financial Network initiated holding in Vanguard Total Bond Market ETF. The purchase prices were between $83.03 and $84.38, with an estimated average price of $83.72. The stock is now traded at around $85.40. The impact to a portfolio due to this purchase was 0.13%. The holding were 3,487 shares as of .

New Purchase: SPDR S&P 500 ETF Trust (SPY)

RDA Financial Network initiated holding in SPDR S&P 500 ETF Trust. The purchase prices were between $288.06 and $322.94, with an estimated average price of $308.48. The stock is now traded at around $324.11. The impact to a portfolio due to this purchase was 0.13%. The holding were 920 shares as of .

New Purchase: Bristol-Myers Squibb Company (BMY)

RDA Financial Network initiated holding in Bristol-Myers Squibb Company. The purchase prices were between $49.21 and $64.19, with an estimated average price of $57.47. The stock is now traded at around $63.88. The impact to a portfolio due to this purchase was 0.12%. The holding were 4,435 shares as of .

Added: iShares Residential Real Estate Capped ETF (REZ)

RDA Financial Network added to a holding in iShares Residential Real Estate Capped ETF by 57.92%. The purchase prices were between $72.82 and $81.61, with an estimated average price of $77.49. The stock is now traded at around $78.32. The impact to a portfolio due to this purchase was 0.07%. The holding were 5,794 shares as of .

Added: SPDR Russell 1000 Low Volatility ETF (LGLV)

RDA Financial Network added to a holding in SPDR Russell 1000 Low Volatility ETF by 34.88%. The purchase prices were between $108.62 and $114.28, with an estimated average price of $111.95. The stock is now traded at around $116.67. The impact to a portfolio due to this purchase was 0.07%. The holding were 5,008 shares as of .

Added: Technology Select Sector SPDR Fund (XLK)

RDA Financial Network added to a holding in Technology Select Sector SPDR Fund by 29.94%. The purchase prices were between $78.28 and $91.92, with an estimated average price of $85.83. The stock is now traded at around $96.76. The impact to a portfolio due to this purchase was 0.05%. The holding were 5,069 shares as of .

Added: Vanguard Utilities Index Fund (VPU)

RDA Financial Network added to a holding in Vanguard Utilities Index Fund by 22.02%. The purchase prices were between $136.01 and $143.77, with an estimated average price of $140.6. The stock is now traded at around $150.97. The impact to a portfolio due to this purchase was 0.05%. The holding were 4,234 shares as of .

Added: First Trust Low Duration Mortgage Opportunities ET (LMBS)

RDA Financial Network added to a holding in First Trust Low Duration Mortgage Opportunities ET by 20.30%. The purchase prices were between $51.73 and $52.15, with an estimated average price of $51.89. The stock is now traded at around $52.09. The impact to a portfolio due to this purchase was 0.05%. The holding were 11,881 shares as of .

Added: iShares MSCI EAFE ETF (EFA)

RDA Financial Network added to a holding in iShares MSCI EAFE ETF by 39.09%. The purchase prices were between $62.55 and $69.64, with an estimated average price of $66.97. The stock is now traded at around $68.05. The impact to a portfolio due to this purchase was 0.04%. The holding were 4,683 shares as of .

Sold Out: Schwab International Equity ETF (SCHF)

RDA Financial Network sold out a holding in Schwab International Equity ETF. The sale prices were between $30.95 and $33.72, with an estimated average price of $32.94.

Sold Out: Vanguard Intermediate-Term Corporate Bond ETF (VCIT)

RDA Financial Network sold out a holding in Vanguard Intermediate-Term Corporate Bond ETF. The sale prices were between $90.42 and $91.79, with an estimated average price of $91.19.

Sold Out: Schwab U.S. Large-Cap Growth ETF (SCHG)

RDA Financial Network sold out a holding in Schwab U.S. Large-Cap Growth ETF. The sale prices were between $81.93 and $93.43, with an estimated average price of $88.36.

Sold Out: iShares 20+ Year Treasury Bond ETF (TLT)

RDA Financial Network sold out a holding in iShares 20+ Year Treasury Bond ETF. The sale prices were between $134.91 and $145.99, with an estimated average price of $139.12.

Sold Out: Vanguard Long-Term Corporate Bond ETF (VCLT)

RDA Financial Network sold out a holding in Vanguard Long-Term Corporate Bond ETF. The sale prices were between $98.65 and $102.14, with an estimated average price of $100.84.

Sold Out: SPDR Barclays Investment Grade Floating Rate ETF (FLRN)

RDA Financial Network sold out a holding in SPDR Barclays Investment Grade Floating Rate ETF. The sale prices were between $30.49 and $30.73, with an estimated average price of $30.62.



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