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RA

Riversedge Advisors Portfolio holdings

AUM $618M
1-Year Est. Return 19.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$274M
AUM Growth
+$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$4.3M
3
+$4.01M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$3.26M
5
BND icon
Vanguard Total Bond Market
BND
+$1.75M

Top Sells

1
+$520K
2
+$233K
3
+$205K
4
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$191K
5
CIL
VictoryShares International Volatility Wtd ETF
CIL
+$120K

Sector Composition

1 Technology 0.89%
2 Financials 0.67%
3 Healthcare 0.67%
4 Consumer Discretionary 0.32%
5 Communication Services 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.11M 0.41%
15,073
+436
27
$1.08M 0.4%
7,894
+1,213
28
$723K 0.26%
17,534
+7,929
29
$693K 0.25%
1,912
30
$688K 0.25%
7,520
+621
31
$688K 0.25%
2,538
+285
32
$590K 0.22%
26,615
+1,320
33
$556K 0.2%
3,375
34
$422K 0.15%
+2,710
35
$390K 0.14%
5,832
36
$365K 0.13%
2,120
+600
37
$363K 0.13%
3,561
+394
38
$348K 0.13%
1,002
+239
39
$335K 0.12%
2,346
40
$326K 0.12%
+16,320
41
$307K 0.11%
1,330
42
$290K 0.11%
2,500
43
$283K 0.1%
+2,320
44
$282K 0.1%
2,500
45
$249K 0.09%
1,810
46
$244K 0.09%
5,106
+156
47
$237K 0.09%
1,800
48
$214K 0.08%
+4,271
49
$213K 0.08%
+1,688
50
$203K 0.07%
+1,620
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