RA

Riversedge Advisors Portfolio holdings

AUM $511M
This Quarter Return
+5.91%
1 Year Return
+13.3%
3 Year Return
+43.79%
5 Year Return
+57.49%
10 Year Return
–
AUM
$343M
AUM Growth
+$343M
Cap. Flow
+$23.4M
Cap. Flow %
6.81%
Top 10 Hldgs %
64.46%
Holding
76
New
10
Increased
34
Reduced
21
Closed
6

Top Buys

1
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
$5.75M
2
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$4.44M
3
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$3.07M
4
HYMB icon
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.98M
5
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
$2.88M

Top Sells

1
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$3.26M
2
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$3.15M
3
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
$2.42M
4
EBND icon
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$1.06M
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
$886K

Sector Composition

1 Technology 2.37%
2 Healthcare 0.52%
3 Financials 0.46%
4 Energy 0.32%
5 Communication Services 0.28%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
VWOB icon
76
Vanguard Emerging Markets Government Bond ETF
VWOB
$4.55B
– –
-14,537
Closed -$886K
1 2 3
4