RA

Riversedge Advisors Portfolio holdings

AUM $615M
1-Year Est. Return 19.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$511M
AUM Growth
+$62.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$30.2M
2
+$6.59M
3
+$4.32M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.16M
5
VTV icon
Vanguard Value ETF
VTV
+$2.83M

Top Sells

1
+$14M
2
+$4.78M
3
+$3.41M
4
SFLO icon
VictoryShares Small Cap Free Cash Flow ETF
SFLO
+$2.71M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$2.4M

Sector Composition

1 Technology 6.62%
2 Financials 1.64%
3 Consumer Discretionary 1.06%
4 Communication Services 1.06%
5 Healthcare 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.98M 0.58%
21,870
+1,315
27
$2.8M 0.55%
45,769
-16,752
28
$2.79M 0.55%
74,352
+23,840
29
$2.25M 0.44%
81,306
+2,769
30
$2.16M 0.42%
3,485
+291
31
$2.09M 0.41%
9,529
+2,745
32
$1.99M 0.39%
10,196
-2,508
33
$1.76M 0.35%
10,012
+1,120
34
$1.72M 0.34%
16,488
-1,527
35
$1.47M 0.29%
1,997
+337
36
$1.45M 0.28%
13,174
+420
37
$1.37M 0.27%
2,068
-45
38
$1.34M 0.26%
26,657
-8,281
39
$1.23M 0.24%
6,924
+1,053
40
$1.12M 0.22%
2,310
-47
41
$1.11M 0.22%
4,029
+867
42
$1.05M 0.21%
42,366
-56,664
43
$1.03M 0.2%
3,617
+108
44
$1.01M 0.2%
2,016
+37
45
$1M 0.2%
1,015
+9
46
$964K 0.19%
4,257
+1,149
47
$913K 0.18%
3,150
+239
48
$911K 0.18%
17,398
49
$862K 0.17%
4,936
-1,073
50
$827K 0.16%
2,602
+1,450
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