RAF
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:
38.55%
Gain +2.15%
Monthly
0.48%
Yearly
5.98%
Drawdown
15.13%
$315.07M
Equity
Holdings
$315.07M
Investment
$224.85M
$90.02M
Profit +$7.89M
Realized
-$207,759.33
Unrealized
$90.22M
Dividends
$19.77M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
2.15%
Profit
$7.89M
Win %
82%
This Week
Compared To Last Week
Gain
-0.53%
Profit
-$1.68M
Win %
82%
This Month
Compared to last month
Gain
-0.49%
Profit
-$1.55M
Win %
82%
This Year
Compared to last year
Gain
10.37%
Profit
$29.6M
Win %
82%
LRCX Lam Research Corporation
+12.79%
+$96,990.55 
MU Micron Technology, Inc.
+11.47%
+$88,868.29 
AMAT Applied Materials, Inc.
+11.35%
+$176,964.45 
AGEN Agenus Inc.
+10.91%
+$9,161.58 
GLXY Galaxy Digital Inc. Class A Common Stock
+10.45%
+$2.7M 
IP International Paper Company
+10.42%
+$25,222.04 
USAS Americas Gold and Silver Corporation
+8.64%
+$7,900 
SOXX iShares Semiconductor ETF
+8.36%
+$60,137.24 
AMD Advanced Micro Devices, Inc.
+8.13%
+$286,842.85 
XSD SPDR S&P Semiconductor ETF
+7.15%
+$27,631.61 
CRWD CrowdStrike Holdings, Inc.
+6.89%
+$67,793.9 
SMH VanEck Semiconductor ETF
+6.87%
+$35,228.54 
QCOM QUALCOMM Incorporated
+6.44%
+$15,781.42 
STKE Sol Strategies Inc.
+5.98%
+$17,261.09 
VRT Vertiv Holdings Co
+5.81%
+$127,622.4 
BA Boeing Company
+5.76%
+$15,975.84 
SLV iShares Silver Trust
+5.72%
+$21,634.8 
HWM Howmet Aerospace Inc.
+5.62%
+$62,330.45 
GD General Dynamics Corporation
+5.39%
+$13,428.46 
QTUM Defiance Quantum ETF
+5.33%
+$18,973.83 
AMGN Amgen Inc.
+5.31%
+$18,647.19 
GLW Corning Incorporated
+5.25%
+$40,229.48 
VST Vistra Corp
+5.2%
+$10,483.2 
MISL First Trust Indxx Aerospace & Defense ETF
+5%
+$684,205.76 
ADI Analog Devices, Inc.
+4.95%
+$14,645.84 
GEV GE Vernova Inc.
+4.87%
+$18,563.59 
SOFI SoFi Technologies, Inc.
+4.82%
+$11,603.52 
IXN iShares Global Tech ETF
+4.64%
+$16,529.43 
CAT Caterpillar Inc.
+4.61%
+$35,741.73 
CEF Sprott Physical Gold and Silver Trust
+4.56%
+$9,450 
TSLA Tesla, Inc.
+4.48%
+$262,980.92 
EEM iShares MSCI Emerging Markets ETF
+4.38%
+$12,777.34 
IDMO Invesco S&P International Developed Momentum ETF
+4.33%
+$35,534.8 
AIRR First Trust RBA American Industrial Renaissance ETF
+4.26%
+$117,000.33 
GE General Electric Company
+4.25%
+$30,821.36 
STRD MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock
+4.21%
+$4,586.86 
IPO Renaissance IPO ETF
+4.07%
+$10,588.08 
TRFM AAM Transformers ETF
+4.06%
+$85,557.7 
CYPH Cypherpunk Technologies Inc.
+4.03%
+$2,241.56 
NVS Novartis AG Sponsored ADR
+3.85%
+$13,298.59 
RTX RTX Corporation
+3.69%
+$8,174.4 
AVGO Broadcom Inc.
+3.64%
+$58,481.76 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.62%
+$21,737.7 
QQQ Invesco QQQ Trust, Series 1
+3.35%
+$204,990.38 
PAVE Global X U.S. Infrastructure Development ETF
+3.34%
+$66,803.76 
QQQE Direxion NASDAQ-100 Equal Weighted Index Fund
+3.29%
+$7,577.7 
VGT Vanguard Information Technology ETF
+3.29%
+$17,298.72 
VBK Vanguard Small-Cap Growth ETF
+3.24%
+$19,208.49 
GLD SPDR Gold Shares
+3.21%
+$22,113.23 
SGOL abrdn Physical Gold Shares ETF
+3.19%
+$16,151 
GS The Goldman Sachs Group, Inc.
+3.07%
+$24,085.1 
QBTS D-Wave Quantum Inc.
+3.03%
+$1,269 
IEFA iShares Core MSCI EAFE ETF
+3.02%
+$9,978.54 
NLY Annaly Capital Management, Inc.
+2.92%
+$118,760 
JMIA Jumia Technologies AG
+2.82%
+$3,392.41 
IBIT iShares Bitcoin Trust
+2.81%
+$18,107.22 
BOTZ Global X Robotics & Artificial Intelligence ETF
+2.77%
+$10,771.59 
GARP iShares MSCI USA Quality GARP ETF
+2.76%
+$7,934.25 
BTCO Invesco Galaxy Bitcoin ETF
+2.74%
+$36,198.11 
RDVY First Trust Rising Dividend Achievers ETF
+2.72%
+$582,298.14 
IEP Icahn Enterprises L.P.
+2.71%
+$4,063.22 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+2.6%
+$13,041.87 
HACK Amplify Cybersecurity ETF
+2.54%
+$16,659.22 
GRMN Garmin Ltd.
+2.53%
+$8,672.8 
XLY Consumer Discretionary Select Sector SPDR Fund
+2.43%
+$5,853.96 
PFE Pfizer Inc.
+2.42%
+$17,479.66 
NVDA NVIDIA Corporation
+2.42%
+$203,268.35 
CSX CSX Corporation
+2.37%
+$11,770 
HD The Home Depot, Inc.
+2.36%
+$30,478.52 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+2.34%
+$6,600.62 
CSCO Cisco Systems, Inc.
+2.34%
+$18,884.54 
LLY Eli Lilly and Company
+2.31%
+$30,429.1 
SPYG SPDR Portfolio S&P 500 Growth ETF
+2.29%
+$11,196.9 
LOW Lowe's Companies Inc.
+2.22%
+$12,813.25 
CVS CVS Health Corporation
+2.16%
+$16,830.7 
CWB SPDR Bloomberg Convertible Securities ETF
+2.11%
+$5,418.8 
STXG Strive 1000 Growth ETF
+2.08%
+$7,182.5 
JHMM John Hancock Multifactor Mid Cap ETF
+2.02%
+$9,327.94 
XMHQ Invesco S&P MidCap Quality ETF
+2%
+$16,818.7 
QYLD Global X Nasdaq 100 Covered Call ETF
+1.96%
+$20,931.15 
DIS The Walt Disney Company
+1.95%
+$11,336.33 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.93%
+$11,160.64 
TDIV FT NASDAQ Technology Dividend Index Fund
+1.9%
+$8,491.13 
DIA SPDR Dow Jones Industrial Average ETF Trust
+1.88%
+$13,531.58 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.85%
+$23,629.29 
SPY SPDR S&P 500 ETF Trust
+1.78%
+$159,469.92 
SPYM State Street SPDR Portfolio S&P 500 ETF
+1.77%
+$47,975.72 
VOO Vanguard S&P 500 ETF
+1.76%
+$70,906.23 
IVV iShares Core S&P 500 ETF
+1.75%
+$12,768.21 
FTQI First Trust Nasdaq BuyWrite Fund
+1.7%
+$5,297.24 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+1.7%
+$3,607.25 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+1.68%
+$108,724.41 
VONG Vanguard Russell 1000 Growth Fund
+1.63%
+$16,633.48 
MRK Merck & Co., Inc.
+1.62%
+$13,299.28 
SPYI NEOS S&P 500 High Income ETF
+1.62%
+$15,534.48 
RSP Invesco S&P 500 Equal Weight ETF
+1.59%
+$14,756.72 
PVAL Putnam Focused Large Cap Value ETF
+1.51%
+$101,772.49 
IWY iShares Russell Top 200 Growth ETF
+1.44%
+$11,710.84 
DE Deere & Company
+1.42%
+$3,432.92 
AMZN Amazon.com Inc
+1.37%
+$95,381 
JPM JPMorgan Chase & Co.
+1.35%
+$33,779.12 
FTGS First Trust Growth Strength ETF
+1.33%
+$68,043.9 
VIG Vanguard Dividend Appreciation ETF
+1.32%
+$24,609.04 
PKW Invesco BuyBack Achievers ETF
+1.29%
+$7,680.43 
IBM International Business Machines Corporation
+1.26%
+$28,768.8 
XYLD Global X S&P 500 Covered Call ETF
+1.25%
+$3,919 
PRU Prudential Financial, Inc.
+1.24%
+$23,433.8 
RWL Invesco S&P 500 Revenue ETF
+1.23%
+$32,379.5 
AAPL Apple Inc.
+1.16%
+$154,448.86 
CGW Invesco S&P Global Water Index ETF
+1.14%
+$4,332.93 
STXV Strive 1000 Value ETF
+1.13%
+$3,017.5 
DIVO Amplify CWP Enhanced Dividend Income ETF
+1.13%
+$17,831.87 
SPYV SPDR Portfolio S&P 500 Value ETF
+1.09%
+$4,287.63 
SDY SPDR S&P Dividend ETF
+1.06%
+$5,412.39 
SPDV AAM S&P 500 High Dividend Value ETF
+1.04%
+$6,784.68 
XLG Invesco S&P 500 Top 50 ETF
+1.04%
+$7,588.98 
UBER Uber Technologies, Inc.
+1.03%
+$3,762.59 
FTA First Trust Large Cap Value AlphaDEX Fund
+1.01%
+$2,409.5 
MMM 3M Company
+1.01%
+$7,667.69 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+1%
+$8,412.25 
IYH iShares U.S. Healthcare ETF
+1%
+$3,244.8 
XLV Health Care Select Sector SPDR Fund
+0.97%
+$5,717.2 
MAGS Roundhill Magnificent Seven Fund
+0.96%
+$18,256.28 
BAC Bank of America Corporation
+0.95%
+$18,745.48 
MCD McDonald's Corporation
+0.92%
+$4,167.82 
SCHD Schwab U.S. Dividend Equity ETF
+0.91%
+$6,670.24 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.91%
+$6,024 
IYF iShares U.S. Financials ETF
+0.9%
+$3,401.3 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
+0.87%
+$3,237.85 
CAG Conagra Brands Inc.
+0.86%
+$1,282.48 
SJT San Juan Basin Royalty Trust
+0.85%
+$889.8 
COWZ Pacer US Cash Cows 100 ETF
+0.82%
+$8,243.04 
F-PD Ford Motor Company 6.500% Notes
+0.8%
+$2,772.53 
XLF Financial Select Sector SPDR Fund
+0.72%
+$5,160.37 
TUSA First Trust Total US Market AlphaDEX ETF
+0.7%
+$1,717.07 
UNP Union Pacific Corporation
+0.7%
+$1,491.72 
FTCS First Trust Capital Strength ETF
+0.68%
+$5,520.64 
PNC The PNC Financial Services Group, Inc.
+0.68%
+$2,026.87 
GOOG Alphabet Inc
+0.64%
+$10,400.01 
ABT Abbott Laboratories
+0.62%
+$1,005.95 
BTI British American Tobacco p.l.c. ADR
+0.6%
+$5,824.54 
PLTR Palantir Technologies Inc.
+0.58%
+$7,339.98 
FVD First Trust Value Line Dividend Index Fund
+0.47%
+$10,351.58 
XNOV FT Vest US Equity Enhanced Fund
+0.45%
+$11,045.46 
PEG Public Service Enterprise Group Incorporated
+0.43%
+$8,991.98 
FPE First Trust Preferred Securities and Income ETF
+0.42%
+$1,222.5 
TIP iShares TIPS Bond ETF
+0.36%
+$758.4 
VZ Verizon Communications Inc.
+0.36%
+$4,992.73 
WFC Wells Fargo & Company
+0.35%
+$1,773.64 
GOOGL Alphabet Inc
+0.33%
+$11,667.28 
ABBV AbbVie Inc.
+0.28%
+$3,848.96 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.27%
+$24,231.28 
XLU Utilities Select Sector SPDR Fund
+0.22%
+$7,579.39 
ARCC Ares Capital Corporation
+0.21%
+$2,458.26 
ENB Enbridge Inc.
+0.16%
+$1,489.59 
JNJ Johnson & Johnson
+0.15%
+$914.62 
FTSL First Trust Senior Loan ETF
+0.11%
+$2,850.75 
SKYY First Trust Cloud Computing ETF
+0.1%
+$413.98 
JPST JPMorgan Ultra-Short Income ETF
+0.07%
+$609.74 
CMCSA Comcast Corp
+0.06%
+$131.13 
FTSM First Trust Enhanced Short Maturity Fund
+0.06%
+$1,459.85 
ABC AmerisourceBergen Corporation
0%
$0 
AGNCZ AGNC Investment Corp. Depositary Shs Repr 1/1000th Cum Conv Red Perp Pfd Registered Shs Ser H
0%
$0 
LB
0%
$0 
SQ Block, Inc.
0%
$0 
ORCL Oracle Corporation
-8.46%
-$187,844.83 
CTSO Cytosorbents Corporation
-6.28%
-$2,024.19 
ADBE Adobe Inc.
-6.25%
-$12,174.3 
DVN Devon Energy Corporation
-4.2%
-$15,649.77 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
-2.76%
-$11,482.4 
XOM Exxon Mobil Corporation
-2.7%
-$50,713.46 
MO Altria Group, Inc.
-2.39%
-$42,619.5 
WM Waste Management, Inc.
-2.31%
-$7,525.5 
ADP Automatic Data Processing Inc.
-2.3%
-$16,853.97 
CRM Salesforce Inc
-2.16%
-$15,195.42 
CVX Chevron Corporation
-2%
-$9,353.72 
XLE Energy Select Sector SPDR Fund
-1.92%
-$10,084.48 
PSX Phillips 66
-1.91%
-$5,485.1 
MSFT Microsoft Corp.
-1.72%
-$111,035.15 
TPL Texas Pacific Land Corporation
-1.42%
-$4,081.92 
PM Philip Morris International Inc.
-1.21%
-$2,870.46 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-1.12%
-$6,111.1 
GEVO Gevo Inc.
-1.01%
-$191.07 
V Visa Inc. Class A
-0.99%
-$3,681.25 
KO The Coca-Cola Company
-0.97%
-$6,023.16 
NFLX Netflix, Inc.
-0.89%
-$3,252.88 
COST Costco Wholesale Corporation
-0.83%
-$6,338.12 
ED Consolidated Edison, Inc.
-0.74%
-$4,258.02 
PDI Pimco Dynamic Income Fund
-0.7%
-$4,551.12 
SO The Southern Company
-0.66%
-$2,708.15 
MLPX Global X MLP & Energy Infrastructure ETF
-0.52%
-$16,684.74 
STRV Strive 500 ETF
-0.48%
-$1,059.15 
META Meta Platforms Inc Class A
-0.47%
-$8,615.64 
IYK iShares U.S. Consumer Staples ETF
-0.4%
-$1,279.71 
PG Procter & Gamble Co
-0.35%
-$1,989.01 
SHEL Shell plc
-0.35%
-$1,323.61 
T AT&T Inc.
-0.3%
-$3,709.79 
BDX Becton, Dickinson and Company
-0.26%
-$672.19 
PEP PepsiCo, Inc.
-0.25%
-$702.02 
VFF Village Farms International Inc.
-0.24%
-$2,947.74 
WMT Walmart Inc.
-0.23%
-$7,556.64 
XLP Consumer Staples Select Sector SPDR Fund
-0.23%
-$639.6 
NEE NextEra Energy, Inc.
-0.19%
-$1,821.92 
JKH iShares Morningstar Mid-Cap Growth ETF
-0.03%
-$291.63 
FLBL Franklin Senior Loan ETF
-0.02%
-$202.41 
BRK-B Berkshire Hathaway Inc.
-0.01%
-$165.64 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 2624 | Longs Won 1700/2624 64% | Profit Factor 5.81 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $192,711.59 |
| Average Win $63,955.57 | Best Trade (Jun 11) $4.2M | Sharpe Ratio -6.9 |
| Average Loss -$20,247.45 | Worst Trade (Jun 10) -$2.86M | Z-Score 10.62 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 2w 6d | Expectancy $34,304.81 |
| 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 | 15,625 | 14,063 | 12,500 | 10,938 | 9,375 | 7,813 | 6,250 | 4,688 | 3,125 | 1,563 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
