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 | |
|---|---|---|---|---|---|---|
176
BorgWarner
BWA
$13.1B
| $241K | 0.04% |
4,443
| – | – |
|
177
Arista Networks
ANET
$216B
| $235K | 0.04% |
1,914
-621
| -24% | -$83.1K |
|
178
KLA
KLAC
$293B
| $234K | 0.04% |
+1,590
| New | +$233K |
|
179
IBM
IBM
$199B
| $233K | 0.04% |
960
+170
| +22% | +$46K |
|
180
Freeport-McMoran
FCX
$87.6B
| $232K | 0.04% |
+3,947
| New | +$238K |
|
181
Pinnacle Financial Partners Inc
PNFP
$15.1B
| $231K | 0.04% |
2,680
+316
| +13% | +$29.4K |
|
182
Walt Disney
DIS
$169B
| $230K | 0.04% |
2,384
+267
| +13% | +$28.2K |
|
183
Enbridge
ENB
$123B
| $227K | 0.04% |
+4,202
| New | +$214K |
|
184
Equinix
EQIX
$101B
| $225K | 0.04% |
+230
| New | +$204K |
|
185
JB Hunt Transport Services
JBHT
$26.1B
| $224K | 0.04% |
1,057
| – | – |
|
186
Marathon Petroleum
MPC
$87.3B
| $223K | 0.04% |
+913
| New | +$184K |
|
187
BP
BP
$106B
| $222K | 0.04% |
+4,722
| New | +$185K |
|
188
Rio Tinto
RIO
$152B
| $221K | 0.04% |
+2,369
| New | +$216K |
|
189
Shopify
SHOP
$160B
| $220K | 0.04% |
1,857
+484
| +35% | +$63.6K |
|
190
Blackstone
BX
$155B
| $219K | 0.04% |
1,903
-384
| -17% | -$50K |
|
191
Zoom
ZM
$27.2B
| $216K | 0.03% |
2,685
-1,396
| -34% | -$117K |
|
192
Vale
VALE
$62.4B
| $215K | 0.03% |
13,497
+559
| +4% | +$8.73K |
|
193
Sony
SONY
$122B
| $214K | 0.03% |
10,325
-1,771
| -15% | -$39.7K |
|
194
SLB Ltd
SLB
$71.1B
| $213K | 0.03% |
+4,141
| New | +$201K |
|
195
Advanced Micro Devices
AMD
$863B
| $211K | 0.03% |
+1,035
| New | +$221K |
|
196
Kinder Morgan
KMI
$71.6B
| $209K | 0.03% |
+6,239
| New | +$195K |
|
197
RTX Corp
RTX
$264B
| $209K | 0.03% |
+1,082
| New | +$215K |
|
198
ServiceNow
NOW
$108B
| $207K | 0.03% |
1,982
-664
| -25% | -$78.1K |
|
199
Sumitomo Mitsui Financial
SMFG
$168B
| $207K | 0.03% |
10,489
+230
| +2% | +$4.83K |
|
200
Honeywell
HON
$70.6B
| $207K | 0.03% |
+914
| New | +$209K |
|
Similar funds
ACP
WCM
MC
BWP
AMG
VHMC
AOWM
CPC