RA

Riversedge Advisors Portfolio holdings

AUM $597M
1-Year Est. Return 15.29%
This Quarter Est. Return
1 Year Est. Return
+15.29%
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 +$6.95M
2 +$4.24M
3 +$3.09M
4
ETH
Grayscale Ethereum Mini Trust ETF
ETH
+$1.42M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.37M

Top Sells

1 +$3.25M
2 +$1.21M
3 +$1.14M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$593K
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$539K

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
NOW icon
151
ServiceNow
NOW
$188B
$254K 0.04%
276
+62
ANET icon
152
Arista Networks
ANET
$180B
$253K 0.04%
+1,739
FOXA icon
153
Fox Class A
FOXA
$25.9B
$249K 0.04%
+3,953
PHM icon
154
Pultegroup
PHM
$24.6B
$249K 0.04%
+1,883
VRSN icon
155
VeriSign
VRSN
$24.7B
$248K 0.04%
+887
GDXJ icon
156
VanEck Junior Gold Miners ETF
GDXJ
$8.62B
$248K 0.04%
+2,500
RING icon
157
iShares MSCI Global Gold Miners ETF
RING
$2.39B
$247K 0.04%
+3,810
CRM icon
158
Salesforce
CRM
$231B
$242K 0.04%
+1,022
ABNB icon
159
Airbnb
ABNB
$77.1B
$242K 0.04%
+1,990
NEM icon
160
Newmont
NEM
$99.7B
$241K 0.04%
+2,853
TPR icon
161
Tapestry
TPR
$24.2B
$238K 0.04%
+2,105
BKNG icon
162
Booking.com
BKNG
$164B
$238K 0.04%
+44
EG icon
163
Everest Group
EG
$14.6B
$237K 0.04%
+677
NTRS icon
164
Northern Trust
NTRS
$23.8B
$234K 0.04%
+1,741
GPC icon
165
Genuine Parts
GPC
$18.5B
$234K 0.04%
1,688
EBAY icon
166
eBay
EBAY
$42B
$233K 0.04%
+2,566
BLK icon
167
Blackrock
BLK
$180B
$228K 0.04%
+196
VLO icon
168
Valero Energy
VLO
$49B
$227K 0.04%
+1,336
DHI icon
169
D.R. Horton
DHI
$45.8B
$227K 0.04%
+1,337
ZS icon
170
Zscaler
ZS
$47.5B
$225K 0.04%
+750
VZ icon
171
Verizon
VZ
$171B
$224K 0.04%
+5,104
IBN icon
172
ICICI Bank
IBN
$118B
$221K 0.04%
7,313
+4
PNFP icon
173
Pinnacle Financial Partners
PNFP
$6.75B
$221K 0.04%
+2,357
FTI icon
174
TechnipFMC
FTI
$14.8B
$220K 0.04%
+5,589
TJX icon
175
TJX Companies
TJX
$160B
$220K 0.04%
+1,525