RA

Riversedge Advisors Portfolio holdings

AUM $618M
1-Year Est. Return 19.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$597M
AUM Growth
+$85.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$6.97M
2
+$4.08M
3
+$3M
4
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
+$1.34M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.33M

Top Sells

1
+$3.13M
2
+$1.18M
3
+$1.1M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$577K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$513K

Sector Composition

1 Technology 8.35%
2 Financials 2.34%
3 Consumer Discretionary 1.72%
4 Communication Services 1.47%
5 Healthcare 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$973K 0.16%
39,015
-3,351
52
$971K 0.16%
5,235
+957
53
$968K 0.16%
2,031
+15
54
$937K 0.16%
17,398
55
$804K 0.13%
6,600
+1,723
56
$727K 0.12%
4,082
-854
57
$721K 0.12%
+9,816
58
$715K 0.12%
4,000
+364
59
$714K 0.12%
2,092
+361
60
$710K 0.12%
4,573
+704
61
$705K 0.12%
2,320
+181
62
$642K 0.11%
12,445
+1,845
63
$622K 0.1%
1,535
+110
64
$588K 0.1%
11,404
+39
65
$588K 0.1%
1,033
+377
66
$573K 0.1%
7,317
+402
67
$553K 0.09%
4,610
+260
68
$552K 0.09%
2,596
+874
69
$548K 0.09%
+3,567
70
$529K 0.09%
+5,132
71
$526K 0.09%
1,492
+914
72
$521K 0.09%
5,133
+1,175
73
$513K 0.09%
7,225
+842
74
$503K 0.08%
3,754
+100
75
$490K 0.08%
+5,839
1 2
3
4 5