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
$339M
AUM Growth
-$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$1.78M
3
+$1.57M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.48M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.47M

Top Sells

1
+$7.7M
2
+$3.18M
3
+$2.91M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.43M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.2M

Sector Composition

1 Technology 3.01%
2 Communication Services 0.66%
3 Financials 0.66%
4 Healthcare 0.61%
5 Consumer Discretionary 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.66M 0.49%
77,031
-135,477
27
$1.45M 0.43%
4,590
+620
28
$1.28M 0.38%
2,987
-5,652
29
$1.13M 0.33%
8,608
+2,368
30
$1.08M 0.32%
15,718
-293
31
$1.02M 0.3%
21,334
32
$1.01M 0.3%
7,562
-126
33
$1.01M 0.3%
2,423
-7
34
$869K 0.26%
18,787
-1,577
35
$840K 0.25%
19,300
+6,740
36
$804K 0.24%
6,321
+2,714
37
$766K 0.23%
3,418
38
$715K 0.21%
5,422
+2,182
39
$710K 0.21%
4,211
+688
40
$632K 0.19%
16,579
+114
41
$624K 0.18%
1,974
+62
42
$601K 0.18%
1,716
+350
43
$577K 0.17%
17,398
+79
44
$552K 0.16%
3,547
+126
45
$551K 0.16%
3,699
+681
46
$490K 0.14%
2,130
+696
47
$484K 0.14%
4,701
-151
48
$477K 0.14%
2,353
+420
49
$452K 0.13%
800
+177
50
$430K 0.13%
1,631
+14
1
2
3 4