RiverFront Dynamic US Flex-Cap ETF(RFFC)

upturn advisory logo
EXPLORE ADVISORIES AND THEIR HISTORY
QUALITY SIGNAL RECENCY
2-STAR RATING
WEAK BUY
BUY for 137 days
PROFIT SINCE LAST BUY
+8.8% ▲
LAST CLOSE
$77.01
10/28/2026
(24-hour delay)

Advisory History & Simulated Performance *

*as per simulation (see disclosures)
  • ALL
  • 1Y
  • 1M
  • 1W
  • BUY Advisory
  • SELL Advisory (Profit)
  • SELL Advisory (Loss)
  • Profit
  • Loss
  • PASS (Skip)
Upturn Stock price based on last close iconStock price based on last close
Simulated performance—not actual client returns. Excludes advisory subscription fees, trading commissions, and taxes, which would reduce returns. Results depend on calculation assumptions and do not guarantee future outcomes. See Disclosures for full methodology, assumptions, and limitations.

Advisory Performance History (Simulated)Advisory Performance History info

Simulated performance—not actual client returns. Excludes advisory subscription fees, trading commissions, and taxes, which would reduce returns. Results depend on calculation assumptions and do not guarantee future outcomes. See Disclosures for full methodology, assumptions, and limitations.

Upturn Advisory & Investor View for RFFC

10/28/2026: RFFC (2-star) has a low Upturn Star Rating. Not recommended to BUY.

RFFC is an actively managed ETF that provides broad US equity exposure by dynamically adjusting its allocation across large, mid, and small-cap stocks. Its main strength lies in its tactical flexibility, allowing the management team to pivot based on market signals rather than sticking to a fixed index. It serves as a core equity holding for investors seeking to capture market growth with an active oversight component. Investors should be aware of the higher expense ratio relative to passive index funds and the risk of underperformance if tactical tilts fail to capture market moves. It is best suited for long-term investors who prefer a research-backed, active approach to managing US market risk.

How to Read the Upturn Advisory

The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.

ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.

Investor Fit

Investor styleFitWhy
Growth investorStrong fitThe flex-cap mandate allows the fund to increase exposure to high-growth segments when market signals are positive.
Momentum investorStrong fit while signal remains positiveThe active tactical process is designed to tilt toward sectors and sizes showing relative strength.
Value investorMixed fitWhile it can tilt toward value, the fund's primary focus is dynamic flexibility rather than deep-value stock picking.
Dividend/Income investorWeak fitThe fund focuses on capital appreciation rather than consistent dividend income.
Low-risk investorMixed fitWhile it attempts risk management, its equity-only composition inherently carries market volatility.

Investor Profile

Ideal Investor Profile

Investors looking for core US equity exposure who believe active, tactical adjustments can provide better risk-adjusted returns than passive strategies.

Suitability

Best for long-term investors comfortable with active management; not intended for short-term tactical day-trading.

Risk Profile

Risk factorLevelWhy it matters
VolatilityMedium / highEquity markets fluctuate, and active management does not eliminate the inherent price swings of stocks.
Market riskHighThe fund is fully exposed to general declines in the US equity market.
ConcentrationMediumTactical tilts may lead to temporary overweighting in specific sectors or cap-sizes, increasing localized risk.
Tracking/expenseMediumThe higher expense ratio compared to passive funds requires the active strategy to consistently outperform to add net value.
LiquidityLowThe underlying assets are generally liquid large-to-mid cap stocks.
Business/sector qualityMediumActive decisions regarding sector exposure can impact performance compared to the broader market.

Risk Analysis

Volatility

RFFC maintains volatility profiles consistent with diversified US equity portfolios, adjusted by its tactical tilts.

Market Risk

The primary risk is a sustained downturn in US equities, as the fund remains predominantly invested in the stock market.

What the ETF Owns

Exposure TypeExposureWeight (%)Retail Investor Read
Market capitalizationUS Large-Cap Equities60Large-cap stocks provide the core stability and liquidity for the portfolio.
Market capitalizationUS Mid-Cap Equities25Mid-cap exposure offers a balance between growth potential and volatility.
Market capitalizationUS Small-Cap Equities15Small-cap holdings are included to capture higher growth potential during favorable market regimes.

Price Behavior

Strong Uptrend
PRICE PATH

Strong Uptrend

The stock has maintained a strong upward price trend across the last three quarters.

Very Smooth
PRICE STABILITY

Very Smooth

The stock has followed a highly orderly price path with minimal short-term disruption.

Analysis of Past Performance

Type ETF
Historic Profit 45.93%
Avg. Invested days 95
Today’s Advisory WEAK BUY
Upturn Advisory Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 4.0
ETF Returns Performance Upturn Returns Performance icon 5.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 10/28/2026
Form CRS provides a relationship summary of our automated advisory services, flat subscription fees, and conflicts of interest. Form ADV Part 2A brochure contains complete details on services, billing, and disclosures. If any summary differs from our current regulatory filings, the filed Form ADV controls.