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
126
$299K 0.05%
+1,325
127
$298K 0.05%
28,439
+2,940
128
$295K 0.05%
+1,044
129
$292K 0.05%
+685
130
$291K 0.05%
1,116
+7
131
$291K 0.05%
+1,546
132
$289K 0.05%
+2,162
133
$289K 0.05%
434
+1
134
$283K 0.05%
+2,889
135
$280K 0.05%
+3,062
136
$279K 0.05%
4,204
-58
137
$277K 0.05%
1,450
+242
138
$276K 0.05%
4,142
+208
139
$273K 0.05%
+557
140
$269K 0.05%
394
+32
141
$268K 0.04%
3,350
+356
142
$267K 0.04%
+12,127
143
$267K 0.04%
+404
144
$267K 0.04%
+2,762
145
$263K 0.04%
+2,758
146
$263K 0.04%
+2,410
147
$262K 0.04%
+61
148
$261K 0.04%
+1,282
149
$257K 0.04%
+1,089
150
$254K 0.04%
+16,874
4 5
6
7 8