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
76
$482K 0.08%
4,279
+1,771
77
$480K 0.08%
4,492
+418
78
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1,705
+464
79
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80
$472K 0.08%
9,782
+64
81
$466K 0.08%
1,978
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82
$414K 0.07%
+1,376
83
$411K 0.07%
11,730
+3,768
84
$411K 0.07%
14,553
+1,872
85
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423
+3
86
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3,170
+397
87
$396K 0.07%
3,676
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88
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884
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89
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+1,135
90
$392K 0.07%
5,514
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91
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93
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1,431
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94
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95
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96
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472
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97
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98
$369K 0.06%
8,171
+3,105
99
$367K 0.06%
772
+284
100
$366K 0.06%
2,481
+328
2 3
4
5 6