RDA FINANCIAL NETWORK

HTTPS://WWW.RDAFN.COM CORALVILLE, IA Investment Advisor How do I update this listing?

RDA Financial Network is based out of Coralville. RDA Financial Network is a large advisory firm with 1648 clients and discretionary assets under management (AUM) of $467,243,308 (Form ADV from 2019-03-28). Their last reported 13F filing for Q2 2019 included $222,042,000 in managed 13F securities and a top 10 holdings concentration of 31.66%. RDA Financial Network's largest holding is Invesco QQQ Trust Series 1 with shares held of 73,377. Whalewisdom has at least 2 13F filings

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06/30/2019

13F Sector Allocation Over Time

06/30/2019

13F Activity

  • Market Value $222.042 Million
  • Prior Market Value $211.804 Million
  • New Purchases18 stocks
  • Additional Purchases103 stocks
  • Sold out of11 stocks
  • Reduced holdings in73 stocks
  • Top 10 Holdings % 31.66 %
  • Turnover % [1]:12.66%
  • Turnover Alt % [2]: 8.08 %
  • Time Held Top20:0.85 quarters
  • Time Held Top10:0.90 quarters
  • Time Held All:0.92 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 3.17%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

RDA FINANCIAL NETWORK
2475 CORAL COURT SUITE A
CORALVILLE IA    52241
Country: United States

Business Phone: 319-626-3464
Fax: 319-626-3540
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: IA
Number of employees: 32
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees,Commissions
Amount of client funds and securities:
Total Number of Clients: 1648
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures: 11.E (2),11.E (4)
Data above was derived from SEC filings.

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