Richard A. Flora Portfolio
Invests via Key Client Fiduciary Advisors LLC | Managed by Richard A. Flora
Invests via Key Client Fiduciary Advisors LLC
Managed by Richard A. Flora
Automatically Tracked
Richard A. Flora Profile
A seasoned professional with deep roots in the financial services industry, Richard A. Flora is recognized for his leadership and operational expertise within corporate finance and investment management. He has successfully navigated multiple executive roles across various organizations, contributing to significant revenue growth and strategic expansions. With a comprehensive understanding of market dynamics and client needs, he excels in building partnerships that drive value creation. His collaborative approach integrates well with diverse teams focused on achieving high-impact results.
A seasoned professional with deep roots in the financial services industry, Richard A. Flora is recognized for his leadership and operational expertise within corporate finance and investment management. He has successfully navigated multiple executive roles across various organizations, contributing to significant revenue growth and strategic expansions. With a comprehensive understanding of market dynamics and client needs, he excels in building partnerships that drive value creation. His collaborative approach integrates well with diverse teams focused on achieving high-impact results.
Investment Philosophy & Strategy
Navigating the complexities of investment management, Richard A. Flora leverages extensive operational expertise to uncover value in emerging markets and evolving industries. His strategic focus is centered on identifying opportunities that align with transformative trends, allowing for robust portfolio positioning in sectors poised for growth. With a keen eye for partnerships and synergies, he emphasizes collaboration to amplify competitive advantages across diverse teams. This adaptive approach fosters innovation while ensuring sustainable business practices that resonate with client objectives.
Navigating the complexities of investment management, Richard A. Flora leverages extensive operational expertise to uncover value in emerging markets and evolving industries. His strategic focus is centered on identifying opportunities that align with transformative trends, allowing for robust portfolio positioning in sectors poised for growth. With a keen eye for partnerships and synergies, he emphasizes collaboration to amplify competitive advantages across diverse teams. This adaptive approach fosters innovation while ensuring sustainable business practices that resonate with client objectives.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
81.65%
Gain -1.53%
Monthly
1.04%
Yearly
13.26%
Drawdown
23.67%
$335.08M
Equity
Holdings
$335.08M
Investment
$258.68M
$84.97M
Profit -$5.68M
Realized
$8.57M
Unrealized
$76.4M
Dividends
$20.63M
Goals
Avg. 43.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.53%
Profit
-$5.68M
Win %
80%
This Week
Compared To Last Week
Gain
-0.52%
Profit
-$1.74M
Win %
80%
This Month
Compared to last month
Gain
-2.68%
Profit
-$9.23M
Win %
80%
This Year
Compared to last year
Gain
-2.68%
Profit
-$9.24M
Win %
79%
CIFR Cipher Mining Inc.
+18.37%
+$34,907.4 
KEEL Keel Infrastructure Corp.
+9.24%
+$5,110 
GLXY Galaxy Digital Inc. Class A Common Stock
+8.74%
+$1.68M 
CTSO Cytosorbents Corporation
+5.56%
+$1,569.14 
STKE Sol Strategies Inc.
+4.54%
+$17,819.35 
INTC Intel Corporation
+2.97%
+$12,636.42 
AXON Axon Enterprise, Inc.
+2.83%
+$13,458.08 
MSTR Strategy Inc.
+2.81%
+$8,068.74 
AMD Advanced Micro Devices, Inc.
+2.72%
+$106,436.02 
PLTR Palantir Technologies Inc.
+2.52%
+$27,967.31 
AVGO Broadcom Inc.
+2.33%
+$37,575.6 
BTCO Invesco Galaxy Bitcoin ETF
+2.04%
+$12,993.89 
SOXL Direxion Daily Semiconductor Bull 3X Shares
+1.96%
+$4,711.7 
MSFT Microsoft Corp.
+1.88%
+$127,545.41 
GEV GE Vernova Inc.
+1.88%
+$8,734 
MU Micron Technology, Inc.
+1.86%
+$15,554.13 
GOOG Alphabet Inc
+1.68%
+$24,413.62 
GOOGL Alphabet Inc
+1.58%
+$59,477.99 
CRM Salesforce Inc
+1.52%
+$10,301.2 
IPO Renaissance IPO ETF
+1.5%
+$3,049.4 
PDYN Palladyne AI Corp
+1.43%
+$732.06 
IBIT iShares Bitcoin Trust
+1.43%
+$24,248.64 
PSX Phillips 66
+1.26%
+$4,238.64 
CVX Chevron Corporation
+1.14%
+$5,194.48 
SJT San Juan Basin Royalty Trust
+1.11%
+$955.5 
VRT Vertiv Holdings Co
+1.02%
+$21,249.4 
AMZN Amazon.com Inc
+0.94%
+$87,696.54 
SLV iShares Silver Trust
+0.91%
+$2,961.94 
QBTS D-Wave Quantum Inc.
+0.9%
+$612.75 
QTEC First Trust NASDAQ-100 Technology Index Fund
+0.89%
+$1,956.4 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+0.84%
+$4,621.15 
XOM Exxon Mobil Corporation
+0.84%
+$15,404.52 
SOXX iShares Semiconductor ETF
+0.79%
+$5,773.74 
SKYY First Trust Cloud Computing ETF
+0.75%
+$2,872.29 
IGV iShares Expanded Tech-Software Sector ETF
+0.73%
+$5,791.5 
V Visa Inc. Class A
+0.71%
+$7,516.81 
COPP Sprott Copper Miners ETF
+0.65%
+$1,766.03 
XSD SPDR S&P Semiconductor ETF
+0.59%
+$2,033.42 
TRFM AAM Transformers ETF
+0.57%
+$15,459.18 
T AT&T Inc.
+0.56%
+$6,048.03 
EEM iShares MSCI Emerging Markets ETF
+0.55%
+$2,173.85 
SMH VanEck Semiconductor ETF
+0.54%
+$3,154.2 
RTX RTX Corporation
+0.53%
+$1,360.1 
MLPX Global X MLP & Energy Infrastructure ETF
+0.52%
+$1,882 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+0.49%
+$2,058.42 
GD General Dynamics Corporation
+0.48%
+$1,294.12 
CYPH Cypherpunk Technologies Inc.
+0.45%
+$240.33 
META Meta Platforms Inc Class A
+0.43%
+$8,721.83 
VGT Vanguard Information Technology ETF
+0.42%
+$2,452.93 
DVN Devon Energy Corporation
+0.39%
+$1,435.14 
CWB SPDR Bloomberg Convertible Securities ETF
+0.38%
+$967.2 
QQQ Invesco QQQ Trust, Series 1
+0.35%
+$22,198.51 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.34%
+$3,105.6 
NMZ Nuveen Municipal High Income Opportunity Fund
+0.34%
+$386.75 
IEP Icahn Enterprises L.P.
+0.33%
+$492.73 
IXN iShares Global Tech ETF
+0.33%
+$1,180.08 
IBM International Business Machines Corporation
+0.31%
+$5,790.15 
FLBL Franklin Senior Loan ETF
+0.3%
+$2,851.87 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.26%
+$1,302.6 
KO The Coca-Cola Company
+0.2%
+$1,266.54 
DXJ WisdomTree Japan Hedged Equity Fund
+0.16%
+$337.98 
MAGS Roundhill Magnificent Seven Fund
+0.14%
+$2,905.57 
CIBR First Trust NASDAQ Cybersecurity ETF
+0.12%
+$16,155.81 
GARP iShares MSCI USA Quality GARP ETF
+0.09%
+$6,477.54 
NVDA NVIDIA Corporation
+0.08%
+$6,933.69 
UFOX Defiance Connective Technologies ETF
+0.08%
+$169.52 
TDIV FT NASDAQ Technology Dividend Index Fund
+0.07%
+$323.52 
VONG Vanguard Russell 1000 Growth Fund
+0.06%
+$581.84 
IWY iShares Russell Top 200 Growth ETF
+0.05%
+$367.22 
QQQE Direxion NASDAQ-100 Equal Weighted Index Fund
+0.02%
+$50.25 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$71.71 
BRK-B Berkshire Hathaway Inc.
+0.02%
+$393.2 
XNOV FT Vest US Equity Enhanced Fund
+0.01%
+$233.57 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
FTSM First Trust Enhanced Short Maturity Fund
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ORCL Oracle Corporation
-3.22%
-$44,812.78 
TSLA Tesla, Inc.
-2.59%
-$146,971.85 
NVS Novartis AG Sponsored ADR
-2.48%
-$8,850.43 
GE General Electric Company
-2.41%
-$18,490.3 
DE Deere & Company
-2.38%
-$6,134.4 
LLY Eli Lilly and Company
-2.28%
-$32,181.34 
LOW Lowe's Companies Inc.
-2.24%
-$12,523.68 
JMIA Jumia Technologies AG
-2.23%
-$2,778.78 
MRK Merck & Co., Inc.
-2.18%
-$21,097.42 
BA Boeing Company
-2.05%
-$4,583.16 
NFLX Netflix, Inc.
-2.03%
-$11,116 
SQ Block, Inc.
-1.94%
-$6,610.72 
CAT Caterpillar Inc.
-1.8%
-$14,708.8 
VFF Village Farms International Inc.
-1.78%
-$46,712.08 
LRCX Lam Research Corporation
-1.77%
-$12,898.71 
HD The Home Depot, Inc.
-1.68%
-$20,183.7 
PEP PepsiCo, Inc.
-1.62%
-$4,186.92 
DIS The Walt Disney Company
-1.54%
-$6,984 
WFC Wells Fargo & Company
-1.5%
-$10,855.33 
NLY Annaly Capital Management, Inc.
-1.5%
-$67,841.49 
WMT Walmart Inc.
-1.47%
-$26,113.92 
PNC The PNC Financial Services Group, Inc.
-1.47%
-$4,711.7 
CSX CSX Corporation
-1.45%
-$7,864.5 
HUMA Humacyte, Inc.
-1.44%
-$112.51 
AAPL Apple Inc.
-1.42%
-$215,404.11 
ARCC Ares Capital Corporation
-1.41%
-$18,293.04 
JNJ Johnson & Johnson
-1.39%
-$10,232.67 
GRMN Garmin Ltd.
-1.38%
-$4,409.6 
F Ford Motor Company
-1.37%
-$2,698.99 
PAVE Global X U.S. Infrastructure Development ETF
-1.28%
-$27,956.16 
PANW Palo Alto Networks, Inc.
-1.27%
-$2,698.15 
BAC Bank of America Corporation
-1.22%
-$27,072 
CGW Invesco S&P Global Water Index ETF
-1.2%
-$4,539.34 
USAS Americas Gold and Silver Corporation
-1.19%
-$3,172.5 
SHEL Shell plc
-1.18%
-$4,152.96 
SOFI SoFi Technologies, Inc.
-1.16%
-$2,844.8 
PEG Public Service Enterprise Group Incorporated
-1.15%
-$23,933.63 
ED Consolidated Edison, Inc.
-1.13%
-$8,023.86 
PFE Pfizer Inc.
-1.12%
-$8,688.4 
COR Cencora, Inc.
-1.03%
-$8,716.35 
PRU Prudential Financial, Inc.
-1.02%
-$19,727.4 
AGEN Agenus Inc.
-1%
-$1,206.25 
IYH iShares U.S. Healthcare ETF
-1%
-$3,047.62 
NEE NextEra Energy, Inc.
-0.95%
-$9,986.76 
SBUX Starbucks Corporation
-0.94%
-$2,169.09 
XLV Health Care Select Sector SPDR Fund
-0.94%
-$5,854.25 
JPM JPMorgan Chase & Co.
-0.89%
-$25,098.45 
XYLD Global X S&P 500 Covered Call ETF
-0.89%
-$3,933.24 
AIRR First Trust RBA American Industrial Renaissance ETF
-0.87%
-$20,196.18 
GS The Goldman Sachs Group, Inc.
-0.84%
-$8,403.09 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
-0.81%
-$3,419.39 
PG Procter & Gamble Co
-0.79%
-$4,450.96 
QYLD Global X Nasdaq 100 Covered Call ETF
-0.79%
-$10,426.5 
XMVM Invesco S&P MidCap Value with Momentum ETF
-0.76%
-$4,837.54 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.76%
-$52,192.14 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.74%
-$4,876.2 
IYF iShares U.S. Financials ETF
-0.73%
-$2,973.32 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.73%
-$4,275.56 
ROBO ROBO Global Robotics & Automation Index ETF
-0.72%
-$1,512 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.71%
-$1,742.5 
KNGZ FT S&P 500 Dividend Aristocrats ETF
-0.68%
-$1,529.28 
ACMR Acm Research Inc.
-0.66%
-$1,091.75 
ABBV AbbVie Inc.
-0.63%
-$9,514.44 
COST Costco Wholesale Corporation
-0.63%
-$4,343.85 
IDMO Invesco S&P International Developed Momentum ETF
-0.63%
-$5,991.41 
PM Philip Morris International Inc.
-0.63%
-$3,976.06 
IEFA iShares Core MSCI EAFE ETF
-0.62%
-$2,155.2 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.62%
-$2,533.68 
JHMM John Hancock Multifactor Mid Cap ETF
-0.61%
-$2,894.4 
IYK iShares U.S. Consumer Staples ETF
-0.61%
-$53,244.1 
VIG Vanguard Dividend Appreciation ETF
-0.6%
-$12,709.84 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.6%
-$61,438.59 
PDI Pimco Dynamic Income Fund
-0.58%
-$3,698.92 
AMGN Amgen Inc.
-0.58%
-$2,161.54 
SDY SPDR S&P Dividend ETF
-0.57%
-$3,186.48 
XLP Consumer Staples Select Sector SPDR Fund
-0.56%
-$1,539.47 
BTI British American Tobacco p.l.c. ADR
-0.56%
-$5,536.65 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.55%
-$4,112.68 
SCHD Schwab U.S. Dividend Equity ETF
-0.55%
-$3,960 
STXV Strive 1000 Value ETF
-0.55%
-$1,306.83 
CRWD CrowdStrike Holdings, Inc.
-0.54%
-$6,596.68 
SO The Southern Company
-0.54%
-$2,119.05 
VB Vanguard Small-Cap ETF
-0.52%
-$1,292.05 
QCOM QUALCOMM Incorporated
-0.52%
-$1,600.22 
SPDV AAM S&P 500 High Dividend Value ETF
-0.52%
-$3,273.63 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.52%
-$3,721.32 
FVD First Trust Value Line Dividend Index Fund
-0.51%
-$12,689.57 
PKW Invesco BuyBack Achievers ETF
-0.51%
-$3,114.78 
XLU Utilities Select Sector SPDR Fund
-0.51%
-$17,911.25 
FTCS First Trust Capital Strength ETF
-0.51%
-$4,154.22 
TPL Texas Pacific Land Corporation
-0.49%
-$1,492.41 
CSCO Cisco Systems, Inc.
-0.49%
-$3,684.45 
XLF Financial Select Sector SPDR Fund
-0.46%
-$3,076.06 
FTA First Trust Large Cap Value AlphaDEX Fund
-0.46%
-$1,134.75 
RSP Invesco S&P 500 Equal Weight ETF
-0.43%
-$3,957.84 
RWL Invesco S&P 500 Revenue ETF
-0.39%
-$10,894.62 
HWM Howmet Aerospace Inc.
-0.39%
-$4,654.46 
RDVY First Trust Rising Dividend Achievers ETF
-0.39%
-$88,449.2 
BOTZ Global X Robotics & Artificial Intelligence ETF
-0.38%
-$1,365 
IWM iShares Russell 2000 ETF
-0.38%
-$599.39 
AMAT Applied Materials, Inc.
-0.36%
-$5,625.6 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.36%
-$2,567.49 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.35%
-$3,517.8 
FTDS First Trust Dividend Strength Fund
-0.33%
-$878.01 
UBER Uber Technologies, Inc.
-0.32%
-$1,113.66 
RR Richtech Robotics Inc.
-0.31%
-$75.95 
XMHQ Invesco S&P MidCap Quality ETF
-0.29%
-$2,207.7 
JEPI JPMorgan Equity Premium Income Fund
-0.28%
-$786.4 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.28%
-$3,656.25 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.27%
-$2,837.63 
COWZ Pacer US Cash Cows 100 ETF
-0.26%
-$3,146.53 
VBK Vanguard Small-Cap Growth ETF
-0.25%
-$1,495.54 
HACK Amplify Cybersecurity ETF
-0.24%
-$1,713.5 
MMM 3M Company
-0.23%
-$1,715.69 
YYY Amplify High Income ETF
-0.22%
-$351.65 
TIP iShares TIPS Bond ETF
-0.22%
-$439.45 
ADI Analog Devices, Inc.
-0.22%
-$612.36 
PVAL Putnam Focused Large Cap Value ETF
-0.21%
-$27,259.87 
MCD McDonald's Corporation
-0.2%
-$740.31 
QTUM Defiance Quantum ETF
-0.2%
-$1,042.55 
SGOL abrdn Physical Gold Shares ETF
-0.18%
-$1,077.86 
STXF Strive 500 ETF
-0.17%
-$365.28 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.16%
-$5,550.16 
VZ Verizon Communications Inc.
-0.15%
-$1,836.7 
GLW Corning Incorporated
-0.14%
-$981.12 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
-0.12%
-$3,326.35 
STXG Strive 1000 Growth ETF
-0.12%
-$315.5 
WM Waste Management, Inc.
-0.11%
-$464.67 
CVS CVS Health Corporation
-0.11%
-$1,014.48 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.1%
-$1,119.65 
FTSL First Trust Senior Loan ETF
-0.1%
-$2,030.62 
ADP Automatic Data Processing Inc.
-0.09%
-$751.68 
MO Altria Group, Inc.
-0.09%
-$1,802.99 
SPYI NEOS S&P 500 High Income ETF
-0.09%
-$1,143.6 
GLD SPDR Gold Shares
-0.08%
-$487.2 
SPY SPDR S&P 500 ETF Trust
-0.08%
-$7,655.12 
FTQI First Trust Nasdaq BuyWrite Fund
-0.07%
-$287.55 
VOO Vanguard S&P 500 ETF
-0.06%
-$3,179 
INFL Horizon Kinetics Inflation Beneficiaries ETF
-0.04%
-$185.32 
IVV iShares Core S&P 500 ETF
-0.04%
-$257.24 
FPE First Trust Preferred Securities and Income ETF
-0.03%
-$66.85 
XLG Invesco S&P 500 Top 50 ETF
-0.02%
-$135.49 
JPST JPMorgan Ultra-Short Income ETF
-0.01%
-$87.11 Events
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Dividends
Dividend Analysis
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| Trades 3022 | Longs Won 1967/3022 65% | Profit Factor 3.79 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $248,887.99 |
| Average Win $58,699.21 | Best Trade (Jul 20) $4.49M | Sharpe Ratio -10.14 |
| Average Loss -$28,899.8 | Worst Trade (Jul 19) -$9.52M | Z-Score 11.13 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 1w 3d | Expectancy $28,117.82 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,628 | 10,465 | 9,302 | 8,140 | 6,977 | 5,814 | 4,651 | 3,488 | 2,326 | 1,163 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Richard A. Flora?
The largest contributions to the portfolio's profits come from the following stocks: First Trust Indxx Aerospace & Defense ETF - $6.04M, Annaly Capital Management, Inc - $2.24M, Walmart Inc - $1.64M, First Trust Morningstar Dividend Leaders Index Fund - $1.35M, and State Street Technology Select Sector SPDR ETF - $1.14M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Adaptimmune Therapeutics plc ADR - $972,776.13, SPDR S&P Bank ETF - $845,343.72, Village Farms International Inc - $689,871.29, PayPal Holdings Inc - $646,418.33, and Agenus Inc - $602,337.37. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Richard A. Flora's portfolio generate?
The portfolio generates substantial dividend income, with a total of $20.63M earned over time. The largest contributors to dividend income include Annaly Capital Management, Inc - $3M, First Trust Morningstar Dividend Leaders Index Fund - $1.3M, First Trust Rising Dividend Achievers ETF - $829,254.49, Ares Capital Corporation - $603,598.92, and Utilities Select Sector SPDR Fund - $511,624.53. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Richard A. Flora's monthly returns?
Richard A. Flora's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Richard A. Flora's strategy be considered aggressive or moderate?
Richard A. Flora's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Richard A. Flora's strategy?
Richard A. Flora's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
