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
101
$258K 0.05%
+365
102
$253K 0.05%
7,962
-2,666
103
$252K 0.05%
2,797
+7
104
$247K 0.05%
+884
105
$246K 0.05%
+7,309
106
$242K 0.05%
+1,327
107
$236K 0.05%
+884
108
$235K 0.05%
5,066
-369
109
$230K 0.05%
+3,925
110
$229K 0.04%
488
+5
111
$228K 0.04%
293
-82
112
$224K 0.04%
578
+39
113
$222K 0.04%
+7,616
114
$221K 0.04%
16,073
+1,832
115
$220K 0.04%
+1,070
116
$220K 0.04%
+2,994
117
$213K 0.04%
+257
118
$212K 0.04%
25,499
+3,556
119
$211K 0.04%
+741
120
$208K 0.04%
1,208
-57
121
$205K 0.04%
1,688
122
$200K 0.04%
+979
123
$109K 0.02%
25,680
+2,433
124
$94.3K 0.02%
16,962
-1,285
125
$86.2K 0.02%
27,901
+3,317
2 3 4
5
6