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
51
$407K 0.11%
3,018
+4
52
$405K 0.11%
4,413
-654
53
$401K 0.11%
8,462
-46,133
54
$392K 0.11%
3,240
55
$372K 0.1%
914
+8
56
$367K 0.1%
1,850
57
$367K 0.1%
1,665
+2
58
$353K 0.1%
5,513
-301
59
$341K 0.09%
1,434
+2
60
$335K 0.09%
623
+1
61
$312K 0.09%
6,463
+106
62
$297K 0.08%
4,096
-59
63
$293K 0.08%
2,986
-13,109
64
$288K 0.08%
10,029
+169
65
$286K 0.08%
1,688
66
$256K 0.07%
1,261
+5
67
$253K 0.07%
+741
68
$216K 0.06%
2,906
-12,711
69
$215K 0.06%
+1,475
70
$208K 0.06%
+1,799
71
– –
-354
72
– –
-13,082
73
– –
-18,572
74
– –
-28,877
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