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 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
76
-2,986