RA

Riversedge Advisors Portfolio holdings

AUM $615M
1-Year Est. Return 19.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$511M
AUM Growth
+$62.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$30.2M
2
+$6.59M
3
+$4.32M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.16M
5
VTV icon
Vanguard Value ETF
VTV
+$2.83M

Top Sells

1
+$14M
2
+$4.78M
3
+$3.41M
4
SFLO icon
VictoryShares Small Cap Free Cash Flow ETF
SFLO
+$2.71M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$2.4M

Sector Composition

1 Technology 6.62%
2 Financials 1.64%
3 Consumer Discretionary 1.06%
4 Communication Services 1.06%
5 Healthcare 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$356K 0.07%
838
-1
77
$337K 0.07%
3,958
+596
78
$337K 0.07%
420
-114
79
$336K 0.07%
2,773
+406
80
$319K 0.06%
1,033
+29
81
$308K 0.06%
5,128
+1,096
82
$307K 0.06%
2,234
83
$303K 0.06%
1,109
+29
84
$302K 0.06%
+935
85
$302K 0.06%
4,262
-42
86
$295K 0.06%
9,775
-1,472
87
$288K 0.06%
3,225
-180
88
$285K 0.06%
+362
89
$284K 0.06%
4,057
-445
90
$283K 0.06%
2,153
+299
91
$283K 0.06%
792
-54
92
$282K 0.06%
10,835
+1,514
93
$280K 0.05%
3,976
-735
94
$278K 0.05%
+4,163
95
$271K 0.05%
1,241
-205
96
$271K 0.05%
+3,934
97
$270K 0.05%
2,508
-1,098
98
$267K 0.05%
433
-91
99
$261K 0.05%
2,058
+378
100
$260K 0.05%
1,741
+302
2 3
4
5 6