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RFDA - ETF AI Analysis
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RiverFront Dynamic US Dividend Advantage ETF (RFDA)
Rating:70Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several major positions, such as Nvidia, Microsoft, and Alphabet, have delivered strong year-to-date performance, driving the ETF’s returns.
Sector Diversification
The ETF is spread across multiple sectors, including Technology, Financials, and Consumer Cyclical, reducing reliance on any single industry.
Healthy Year-to-Date Performance
The ETF has shown solid year-to-date growth, indicating resilience in its portfolio despite short-term fluctuations.
Negative Factors
High Technology Concentration
With nearly 38% of the portfolio in Technology, the ETF is heavily exposed to potential volatility in this sector.
Limited Geographic Exposure
The ETF is almost entirely focused on U.S. companies, offering little diversification across global markets.
Moderate Expense Ratio
The ETF’s expense ratio of 0.52% is higher than some low-cost alternatives, which could slightly reduce investor returns over time.
RFDA vs. SPDR S&P 500 ETF (SPY)
AUM85.66M
RegionNorth America
Expense Ratio0.52%
Beta0.92
IssuerRiverFront
Inception DateJun 06, 2016
Dividend Yield1.77%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,539
30 Day Avg. Volume2,794
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
75.25Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering71
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
RFDA Summary
The RiverFront Dynamic US Dividend Advantage ETF (RFDA) is an investment fund focused on U.S. companies that offer dividend income alongside growth potential. It includes a mix of large and small companies across various industries, with a strong emphasis on technology and financial sectors. Well-known companies like Nvidia and Microsoft are part of its portfolio. This ETF might appeal to investors looking for a combination of steady income from dividends and long-term growth opportunities. However, new investors should note that its performance can fluctuate with the overall market, especially since it has significant exposure to technology stocks.
How much will it cost me?The RiverFront Dynamic US Dividend Advantage ETF (RFDA) has an expense ratio of 0.52%, meaning you’ll pay $5.20 per year for every $1,000 invested. This is higher than average for ETFs because it is actively managed, which involves more frequent adjustments to the portfolio to respond to market trends. Active management typically comes with higher costs compared to passively managed funds that track an index.
What would affect this ETF?The RiverFront Dynamic US Dividend Advantage ETF (RFDA) could benefit from growth in the technology sector, which makes up a significant portion of its holdings, especially with companies like Nvidia, Microsoft, and Apple driving innovation. However, rising interest rates or economic slowdowns could negatively impact dividend-paying stocks and sectors like financials and consumer cyclical, which are also key components of the ETF. Additionally, regulatory changes affecting large-cap tech companies may pose risks to its top holdings.
RFDA Top 10 Holdings
The RiverFront Dynamic US Dividend Advantage ETF leans heavily into technology, with Nvidia and Apple leading the charge. Nvidia’s long-term growth story in AI and data centers is compelling, but recent mixed momentum has slightly cooled its performance. Apple, on the other hand, is steady, buoyed by strong services expansion. Microsoft’s recent lagging performance has weighed on the fund, despite its cloud and AI focus. Alphabet’s rising momentum in AI and cloud services adds a spark, while Amazon’s mixed results keep it from fully lifting the fund. Overall, the ETF’s tech-heavy positioning makes it sensitive to shifts in this sector.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 11.90% | $10.21M | $4.43T | 28.06% | 76 Outperform | |
| Apple | 8.84% | $7.58M | $4.12T | 14.80% | 79 Outperform | |
| Microsoft | 7.95% | $6.82M | $3.59T | 8.92% | 73 Outperform | |
| Amazon | 4.27% | $3.67M | $2.45T | 1.10% | 71 Outperform | |
| Alphabet Class C | 3.80% | $3.26M | $3.88T | 82.50% | 82 Outperform | |
| International Business Machines | 2.31% | $1.98M | $287.84B | 29.36% | 77 Outperform | |
| Perdoceo Education | 2.29% | $1.97M | $1.82B | 5.06% | 72 Outperform | |
| Cisco Systems | 2.12% | $1.82M | $308.07B | 30.19% | 77 Outperform | |
| Antero Midstream | 1.76% | $1.51M | $8.80B | 20.64% | 78 Outperform | |
| Hewlett Packard Enterprise | 1.74% | $1.50M | $30.78B | -2.59% | 72 Outperform |
RFDA Technical Analysis
Positive
―
Price Trends
62.94
Positive
61.65
Positive
57.66
Positive
Market Momentum
0.13
Negative
55.89
Neutral
93.48
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For RFDA, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 62.90, equal to the 50-day MA of 62.94, and equal to the 200-day MA of 57.66, indicating a bullish trend. The MACD of 0.13 indicates Negative momentum. The RSI at 55.89 is Neutral, neither overbought nor oversold. The STOCH value of 93.48 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for RFDA.
RFDA Peer Comparison
Comparison Results
Performance Comparison
RFDA
RiverFront Dynamic US Dividend Advantage ETF
63.40
6.31
11.05%
LCAP
Principal Capital Appreciation Select ETF
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RVER
Trenchless Fund ETF
―
―
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BAMD
Brookstone Dividend Stock ETF
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STNC
Stance Equity ESG Large Cap Core ETF
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―
―
STOX
Horizon Core Equity ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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