RDA FINANCIAL NETWORK

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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 2019-07-10). Their last reported 13F filing for Q3 2019 included $234,363,000 in managed 13F securities and a top 10 holdings concentration of 30.43%. RDA Financial Network's largest holding is Invesco QQQ Trust Series 1 with shares held of 67,954. Whalewisdom has at least 3 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $234.363 Million
  • Prior Market Value $222.042 Million
  • New Purchases24 stocks
  • Additional Purchases112 stocks
  • Sold out of8 stocks
  • Reduced holdings in88 stocks
  • Top 10 Holdings % 30.43 %
  • Turnover % [1]:13.06%
  • Turnover Alt % [2]: 6.35 %
  • Time Held Top20:1.85 quarters
  • Time Held Top10:1.90 quarters
  • Time Held All:1.75 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 2019-08-14

Performance for Q2 2019: -0.92%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 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: 30
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.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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RDA FINANCIAL NETWORK, INC.

ownership team - last updated 2019-07-10
Name Title Start Date Direct/Indirect % Ownership
ARTHUR, JOHN, WAYNE PRESIDENT 05/01/2008 Direct 75% or more
Fund Name Position direct/indirect start date end date
RDA FINANCIAL NETWORK, INC. PRESIDENT direct 2008-05-01
ARTHUR, CHRISTOPHER, WAYNE CHIEF COMPLIANCE OFFICER 11/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
RDA FINANCIAL NETWORK, INC. CHIEF COMPLIANCE OFFICER direct 2010-11-01
BAEDKE, REBECCA, ANN DIRECTOR OF OPERATIONS 09/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
RDA FINANCIAL NETWORK, INC. DIRECTOR OF OPERATIONS direct 2014-09-01
JOHNSON, WADE, MICHAEL VICE PRESIDENT OF BUSINESS DEVELOPMENT 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
RDA FINANCIAL NETWORK, INC. VICE PRESIDENT OF BUSINESS DEVELOPMENT direct 2017-09-01

RDA FINANCIAL NETWORK, INC.

ownership team - last updated 2019-03-28
Name Title Start Date Direct/Indirect % Ownership
ARTHUR, JOHN, WAYNE PRESIDENT 05/01/2008 Direct 75% or more
Fund Name Position direct/indirect start date end date
RDA FINANCIAL NETWORK, INC. PRESIDENT direct 2008-05-01
ARTHUR, CHRISTOPHER, WAYNE CHIEF COMPLIANCE OFFICER 11/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
RDA FINANCIAL NETWORK, INC. CHIEF COMPLIANCE OFFICER direct 2010-11-01
BAEDKE, REBECCA, ANN DIRECTOR OF OPERATIONS 09/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
RDA FINANCIAL NETWORK, INC. DIRECTOR OF OPERATIONS direct 2014-09-01
JOHNSON, WADE, MICHAEL VICE PRESIDENT OF BUSINESS DEVELOPMENT 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
RDA FINANCIAL NETWORK, INC. VICE PRESIDENT OF BUSINESS DEVELOPMENT direct 2017-09-01

RDA FINANCIAL NETWORK, INC.

ownership team - last updated 2017-08-10
Name Title Start Date Direct/Indirect % Ownership
BAEDKE, REBECCA, ANN DIRECTOR OF OPERATIONS 09/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
RDA FINANCIAL NETWORK, INC. DIRECTOR OF OPERATIONS direct 2014-09-01
ARTHUR, CHRISTOPHER, WAYNE CHIEF COMPLIANCE OFFICER 11/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
RDA FINANCIAL NETWORK, INC. CHIEF COMPLIANCE OFFICER direct 2010-11-01
ARTHUR, JOHN, WAYNE PRESIDENT 05/01/2008 Direct 75% or more
Fund Name Position direct/indirect start date end date
RDA FINANCIAL NETWORK, INC. PRESIDENT direct 2008-05-01

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