RA

Riversedge Advisors Portfolio holdings

AUM $511M
This Quarter Return
+5.91%
1 Year Return
+13.3%
3 Year Return
+43.79%
5 Year Return
+57.49%
10 Year Return
–
AUM
$343M
AUM Growth
+$343M
Cap. Flow
+$23.4M
Cap. Flow %
6.81%
Top 10 Hldgs %
64.46%
Holding
76
New
10
Increased
34
Reduced
21
Closed
6

Top Buys

1
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
$5.75M
2
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$4.44M
3
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$3.07M
4
HYMB icon
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.98M
5
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
$2.88M

Top Sells

1
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$3.26M
2
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$3.15M
3
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
$2.42M
4
EBND icon
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$1.06M
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
$886K

Sector Composition

1 Technology 2.37%
2 Healthcare 0.52%
3 Financials 0.46%
4 Energy 0.32%
5 Communication Services 0.28%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
USHY icon
26
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.3B
$3.61M 1.05%
101,656
+81,026
+393% +$2.88M
HYD icon
27
VanEck High Yield Muni ETF
HYD
$3.29B
$3.45M 1.01%
66,723
+27,995
+72% +$1.45M
VTIP icon
28
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.7B
$2.61M 0.76%
54,595
-3,026
-5% -$145K
VBR icon
29
Vanguard Small-Cap Value ETF
VBR
$31.4B
$2.61M 0.76%
16,423
+2,131
+15% +$338K
SCHO icon
30
Schwab Short-Term US Treasury ETF
SCHO
$11.7B
$2.19M 0.64%
44,872
-1,104
-2% -$53.9K
IJS icon
31
iShares S&P Small-Cap 600 Value ETF
IJS
$6.59B
$1.74M 0.51%
18,572
+108
+0.6% +$10.1K
ACWV icon
32
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.28B
$1.56M 0.45%
16,095
-5,939
-27% -$575K
LGLV icon
33
SPDR SSGA US Large Cap Low Volatility Index ETF
LGLV
$1.1B
$1.2M 0.35%
8,785
-137
-2% -$18.7K
MSFT icon
34
Microsoft
MSFT
$3.77T
$1.15M 0.33%
3,986
+533
+15% +$154K
USMV icon
35
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
$1.14M 0.33%
15,617
-517
-3% -$37.6K
IVW icon
36
iShares S&P 500 Growth ETF
IVW
$63.1B
$1.12M 0.32%
17,463
+3,898
+29% +$249K
IEMG icon
37
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
$1.04M 0.3%
+21,417
New +$1.04M
SHM icon
38
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.44B
$1.02M 0.3%
21,356
-2,939
-12% -$140K
VGT icon
39
Vanguard Information Technology ETF
VGT
$99.7B
$933K 0.27%
2,421
+5
+0.2% +$1.93K
IWO icon
40
iShares Russell 2000 Growth ETF
IWO
$12.4B
$774K 0.23%
3,413
-37
-1% -$8.39K
CIL icon
41
VictoryShares International Volatility Wtd ETF
CIL
$113M
$660K 0.19%
16,605
-529
-3% -$21K
JPST icon
42
JPMorgan Ultra-Short Income ETF
JPST
$33.1B
$658K 0.19%
13,082
-296
-2% -$14.9K
GOOGL icon
43
Alphabet (Google) Class A
GOOGL
$2.57T
$641K 0.19%
6,180
+2,500
+68% +$259K
BKLN icon
44
Invesco Senior Loan ETF
BKLN
$6.97B
$601K 0.17%
28,877
+588
+2% +$12.2K
MCO icon
45
Moody's
MCO
$91.4B
$585K 0.17%
1,912
– –
CVX icon
46
Chevron
CVX
$324B
$570K 0.17%
+3,493
New +$570K
SCHE icon
47
Schwab Emerging Markets Equity ETF
SCHE
$10.7B
$564K 0.16%
23,005
-386
-2% -$9.47K
XLF icon
48
Financial Select Sector SPDR Fund
XLF
$54.1B
$554K 0.16%
17,240
+86
+0.5% +$2.77K
JNJ icon
49
Johnson & Johnson
JNJ
$427B
$530K 0.15%
3,418
+4
+0.1% +$620
SUB icon
50
iShares Short-Term National Muni Bond ETF
SUB
$10.3B
$506K 0.15%
4,836
-205
-4% -$21.5K
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