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
51
$422K 0.12%
17,645
-1,200
52
$400K 0.12%
+1,333
53
$373K 0.11%
3,847
+7
54
$360K 0.11%
916
+2
55
$354K 0.1%
1,669
+4
56
$336K 0.1%
1,850
57
$330K 0.1%
5,691
+178
58
$328K 0.1%
9,680
-29,952
59
$314K 0.09%
6,589
+126
60
$282K 0.08%
4,096
61
$279K 0.08%
+2,373
62
$277K 0.08%
+544
63
$276K 0.08%
10,096
+67
64
$262K 0.08%
897
+156
65
$248K 0.07%
1,265
+4
66
$247K 0.07%
1,700
+225
67
$244K 0.07%
1,688
68
$217K 0.06%
+357
69
$202K 0.06%
+1,026
70
$200K 0.06%
+1,804
71
– –
-8,462
72
– –
-2,906
73
– –
-31,792
74
– –
-1,799
75
– –
-4,413
1 2
3
4