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
101
$360K 0.06%
2,221
+894
102
$360K 0.06%
472
+179
103
$360K 0.06%
1,158
+87
104
$351K 0.06%
+2,497
105
$350K 0.06%
+1,027
106
$342K 0.06%
915
+123
107
$342K 0.06%
11,887
+1,052
108
$339K 0.06%
+2,741
109
$337K 0.06%
5,107
-21
110
$335K 0.06%
4,568
+1,032
111
$335K 0.06%
+2,002
112
$334K 0.06%
+1,660
113
$329K 0.06%
5,282
+1,357
114
$328K 0.06%
2,234
115
$328K 0.05%
+3,242
116
$326K 0.05%
4,560
+584
117
$324K 0.05%
1,894
+153
118
$322K 0.05%
1,494
+515
119
$314K 0.05%
9,423
-352
120
$312K 0.05%
949
+14
121
$308K 0.05%
1,050
+17
122
$308K 0.05%
2,307
+249
123
$303K 0.05%
+493
124
$301K 0.05%
3,225
125
$300K 0.05%
18,798
+2,725
3 4
5
6 7