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RFDA - ETF AI Analysis
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RiverFront Dynamic US Dividend Advantage ETF (RFDA)
Rating:71Outperform
Price Target:―
Positive Factors
High-Quality Large-Cap Tech Exposure
The fund’s biggest positions include well-known technology leaders, which can support long-term growth potential even though some have recently been weak.
Broad Sector Diversification
Holdings spread across technology, financials, consumer sectors, energy, real estate, and more help reduce the impact if any one industry struggles.
Growing Mid-Sized Asset Base
The fund manages a meaningful but not oversized pool of assets, which can allow for flexibility in managing the portfolio while still offering reasonable scale.
Negative Factors
Heavy Tilt Toward Technology
A large share of the portfolio is in technology stocks, which can make the fund more sensitive to swings in that sector.
Recent Performance Softness
The ETF has shown weak returns so far this year and over the past month, which may concern investors looking for near-term strength.
Above-Average Expense Ratio
The fund’s fee is on the higher side for an ETF, which means more of the return is eaten up by costs compared with lower-cost alternatives.
RFDA vs. SPDR S&P 500 ETF (SPY)
AUM84.73M
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. Volume2,547
30 Day Avg. Volume2,335
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
76.99Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering71
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
RFDA Summary
RFDA is the RiverFront Dynamic US Dividend Advantage ETF, which invests in a wide range of U.S. stocks with a focus on companies that pay dividends. It doesn’t track a fixed index, but instead follows a total U.S. market theme and adjusts its holdings over time. The fund owns well-known names like Apple and Nvidia, along with many other companies across technology, financials, and more. Someone might invest for a mix of growth and dividend income in one diversified fund. A key risk is that it is heavily tilted toward tech stocks, so its value can swing with that sector and the overall market.
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
RFDA is leaning heavily on Big Tech, with Nvidia, Apple, and Microsoft sitting in the driver’s seat. Lately, though, this tech trio has been losing steam, acting more like a headwind than a tailwind for the fund. Amazon and Alphabet are the bright spots, with steadier, rising trends helping to offset some of that tech fatigue. Beyond tech, dividend-focused names like Antero Midstream add a more stable, income-oriented ballast. Overall, it’s a U.S.-only story with a clear tilt toward large, cash-rich technology leaders.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 11.99% | $10.19M | $4.62T | 43.10% | 76 Outperform | |
| Apple | 8.40% | $7.14M | $4.03T | 18.06% | 79 Outperform | |
| Microsoft | 6.65% | $5.65M | $3.07T | 0.52% | 79 Outperform | |
| Amazon | 3.78% | $3.22M | $2.24T | -10.33% | 71 Outperform | |
| Alphabet Class C | 3.76% | $3.19M | $3.92T | 73.41% | 82 Outperform | |
| Perdoceo Education | 2.45% | $2.08M | $2.01B | 10.32% | 72 Outperform | |
| Cisco Systems | 2.30% | $1.96M | $342.88B | 39.00% | 77 Outperform | |
| International Business Machines | 2.16% | $1.84M | $277.00B | 16.35% | 79 Outperform | |
| Antero Midstream | 1.86% | $1.58M | $9.40B | 22.53% | 78 Outperform | |
| Clearway Energy | 1.80% | $1.53M | $7.88B | 49.85% | 70 Neutral |
RFDA Technical Analysis
Positive
―
Price Trends
63.89
Positive
63.22
Positive
60.09
Positive
Market Momentum
0.33
Negative
62.02
Neutral
67.09
Neutral
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 64.40, equal to the 50-day MA of 63.89, and equal to the 200-day MA of 60.09, indicating a bullish trend. The MACD of 0.33 indicates Negative momentum. The RSI at 62.02 is Neutral, neither overbought nor oversold. The STOCH value of 67.09 is Neutral, 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
65.36
9.45
16.90%
SOVF
Sovereign's Capital Flourish Fund
―
―
―
BAMD
Brookstone Dividend Stock ETF
―
―
―
STNC
Stance Equity ESG Large Cap Core ETF
―
―
―
VAMO
Cambria Value & Momentum ETF
―
―
―
SEPI
Shelton Equity Premium Income 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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