RA

Riversedge Advisors Portfolio holdings

AUM $597M
1-Year Est. Return 15.29%
This Quarter Est. Return
1 Year Est. Return
+15.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$365M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$27.5M
2
+$9.49M
3
+$5.8M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.29M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$3.78M

Top Sells

1
+$26.3M
2
+$5.33M
3
+$3.99M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.31M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$2.19M

Sector Composition

1 Technology 2.78%
2 Healthcare 0.6%
3 Financials 0.54%
4 Consumer Discretionary 0.34%
5 Communication Services 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.76M 1.03%
35,225
-787
27
$2.68M 0.73%
16,193
-230
28
$1.37M 0.37%
39,632
-115,538
29
$1.35M 0.37%
3,970
-16
30
$1.13M 0.31%
16,011
-1,452
31
$1.08M 0.3%
7,688
-1,097
32
$1.07M 0.29%
2,430
+9
33
$1.05M 0.29%
21,334
-83
34
$958K 0.26%
20,364
-992
35
$829K 0.23%
3,418
+5
36
$764K 0.21%
31,792
-57,952
37
$747K 0.2%
6,240
+60
38
$665K 0.18%
1,912
39
$663K 0.18%
16,465
-140
40
$584K 0.16%
17,319
+79
41
$566K 0.16%
3,421
+3
42
$554K 0.15%
3,523
+30
43
$531K 0.15%
12,560
44
$505K 0.14%
4,852
+16
45
$483K 0.13%
1,617
+6
46
$470K 0.13%
3,607
+1,464
47
$466K 0.13%
1,366
+50
48
$464K 0.13%
18,845
-4,160
49
$419K 0.11%
3,840
+6
50
$408K 0.11%
+1,933
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