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Richard A. Flora

Key Client Fiduciary Advisors, Llc

Assets Managed
$294.195M
Holdings
207
Last Quarter
2026 - Q1
Filed Date
1mo 17d ago
Growth Rate
0.32%(2Q avg: -1.28%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Key Client Fiduciary Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 207 positions.

Assets under management

The assets under management (AUM) of Key Client Fiduciary Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 294.195M in assets, with a quarterly growth rate of 0.32% and a 2-quarter average growth rate of -1.28%. The portfolio is managed by Richard A. Flora, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
RDVY
First Trust Rising Dividend
Recent Activity
Decreased -0.67%
6.52%
$19.171M
280,764 shares@ $68.28 avg price
GLXY
Galaxy Digital Inc-a
Recent Activity
Increased 1.4%
5.65%
$16.621M
900,879 shares@ $18.46 avg price
AAPL
Apple Inc
Recent Activity
Increased 1.02%
3.98%
$11.68M
46,024 shares@ $253.79 avg price
PVAL
Putnam Focused Lrg Cap Value
Recent Activity
Increased 53.67%
3.27%
$9.611M
207,134 shares@ $46.4 avg price
CIBR
First Trust Nasdaq Cybersecu
Recent Activity
New Position
3.25%
$9.553M
152,412 shares@ $62.69 avg price
FDL
First Trust Morn Dvd Lead In
Recent Activity
Increased 1.74%
3.16%
$9.276M
182,600 shares@ $50.8 avg price
IYK
Ishares Us Consumer Staples
Recent Activity
Increased 2816.56%
3.02%
$8.86M
126,520 shares@ $70.04 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -5.83%
2.74%
$8.06M
12,394 shares@ $650.35 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 29.68%
2.7%
$7.926M
38,058 shares@ $208.28 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -1.12%
2.47%
$7.262M↑ Call
41,639 shares@ $174.4 avg price

1-10 of 207