We are live on
!
Find out more
RA
Riversedge Advisors Portfolio holdings
AUM
$618M
1-Year Est. Return
19.59%
This Fund
S&P 500
This Quarter
Est. Return
-0.62%
1 Year Est. Return
+19.59%
3 Year Est. Return
+47.27%
5 Year Est. Return
+40.51%
10 Year Est. Return
–
AUM
$618M
AUM Growth
+$2.7M
(+0.44%)
Cap. Flow
+$14.6M
Cap. Flow
% of AUM
2.36%
Top 10 Holdings %
Top 10 Hldgs %
57.93%
Holding
251
New
37
Increased
100
Reduced
68
Closed
35
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
+$63.9M |
| 2 |
JPMorgan Active Bond ETF
JBND
|
+$12M |
| 3 |
Avantis Emerging Markets Equity ETF
AVEM
|
+$6.87M |
| 4 |
Fidelity Enhanced Small Cap Core ETF
FESM
|
+$6.66M |
| 5 |
VanEck Inflation Allocation ETF
RAAX
|
+$6.29M |
Top Sells
| 1 |
Vanguard Large-Cap ETF
VV
|
+$36.4M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$21.5M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
+$9.44M |
| 4 |
Vanguard Total Bond Market
BND
|
+$8.55M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$6.28M |
Sector Composition
| 1 | Technology | 7.81% |
| 2 | Financials | 2.1% |
| 3 | Consumer Discretionary | 1.74% |
| 4 | Healthcare | 1.67% |
| 5 | Communication Services | 1.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Huron Consulting
HURN
$1.85B
| $285K | 0.05% |
2,234
-1
| -0% | -$150 |
|
152
Fortinet
FTNT
$121B
| $284K | 0.05% |
3,478
+791
| +29% | +$63.9K |
|
153
Schwab Emerging Markets Equity ETF
SCHE
$12.7B
| $284K | 0.05% |
8,608
-483
| -5% | -$16.5K |
|
154
O'Reilly Automotive
ORLY
$68.6B
| $281K | 0.05% |
3,047
+57
| +2% | +$5.35K |
|
155
Biogen
BIIB
$29.1B
| $280K | 0.05% |
1,529
+241
| +19% | +$44.4K |
|
156
Regeneron Pharmaceuticals
REGN
$69.7B
| $277K | 0.04% |
359
-12
| -3% | -$9.19K |
|
157
Centene
CNC
$32.9B
| $272K | 0.04% |
8,314
-1,958
| -19% | -$80.3K |
|
158
Caterpillar
CAT
$421B
| $269K | 0.04% |
380
+11
| +3% | +$7.62K |
|
159
PepsiCo
PEP
$185B
| $268K | 0.04% |
1,727
-2,069
| -55% | -$322K |
|
160
Fox Class A
FOXA
$23.5B
| $266K | 0.04% |
4,563
-47
| -1% | -$3K |
|
161
Adobe
ADBE
$89.3B
| $265K | 0.04% |
1,089
+294
| +37% | +$81.4K |
|
162
Cigna
CI
$78.8B
| $263K | 0.04% |
+987
| New | +$273K |
|
163
Prologis
PLD
$134B
| $262K | 0.04% |
1,983
-5
| -0.3% | -$668 |
|
164
Mastercard
MA
$473B
| $257K | 0.04% |
514
-229
| -31% | -$121K |
|
165
Emcor
EME
$34.2B
| $256K | 0.04% |
+346
| New | +$252K |
|
166
Intuit
INTU
$76.5B
| $255K | 0.04% |
590
+186
| +46% | +$88.7K |
|
167
Natera
NTRA
$39.7B
| $250K | 0.04% |
1,250
-77
| -6% | -$16.6K |
|
168
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.47B
| $249K | 0.04% |
1,139
| – | – |
|
169
Banco Bilbao Vizcaya Argentaria
BBVA
$141B
| $249K | 0.04% |
11,478
-256
| -2% | -$5.92K |
|
170
Salesforce
CRM
$137B
| $247K | 0.04% |
+1,325
| New | +$275K |
|
171
General Motors
GM
$70B
| $247K | 0.04% |
3,310
+278
| +9% | +$22.1K |
|
172
Cummins
CMI
$91.9B
| $245K | 0.04% |
456
+2
| +0.4% | +$1.13K |
|
173
Omnicom Group
OMC
$23.1B
| $244K | 0.04% |
+3,242
| New | +$251K |
|
174
Constellation Energy
CEG
$92.2B
| $243K | 0.04% |
871
-88
| -9% | -$26.7K |
|
175
British American Tobacco
BTI
$127B
| $243K | 0.04% |
4,149
+196
| +5% | +$11.6K |
|
Similar funds
ACP
WCM
MC
BWP
AMG
VHMC
AOWM
CPC