RA

Riversedge Advisors Portfolio holdings

AUM $615M
1-Year Est. Return 19.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$615M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$5.38M
3
+$4.99M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$3.45M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.08M

Top Sells

1
+$11.9M
2
+$4.39M
3
+$3.72M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.23M
5
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
+$1.42M

Sector Composition

1 Technology 8.83%
2 Financials 2.48%
3 Consumer Discretionary 1.79%
4 Communication Services 1.59%
5 Healthcare 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GLTR icon
176
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$3.43B
$234K 0.04%
+1,139
IBM icon
177
IBM
IBM
$224B
$234K 0.04%
+790
CMI icon
178
Cummins
CMI
$80.2B
$232K 0.04%
+454
BITB icon
179
Bitwise Bitcoin ETF
BITB
$2.65B
$231K 0.04%
4,860
-422
UBS icon
180
UBS Group
UBS
$126B
$229K 0.04%
4,955
-297
BHP icon
181
BHP
BHP
$211B
$228K 0.04%
+3,771
BIIB icon
182
Biogen
BIIB
$27.6B
$227K 0.04%
+1,288
HAL icon
183
Halliburton
HAL
$30.1B
$226K 0.04%
+7,993
PNFP icon
184
Pinnacle Financial Partners Inc
PNFP
$13.9B
$226K 0.04%
2,364
+7
VLO icon
185
Valero Energy
VLO
$65.5B
$225K 0.04%
1,382
+46
UI icon
186
Ubiquiti
UI
$48.3B
$224K 0.04%
405
+1
BTI icon
187
British American Tobacco
BTI
$135B
$224K 0.04%
+3,953
IT icon
188
Gartner
IT
$11.2B
$223K 0.04%
+883
COP icon
189
ConocoPhillips
COP
$145B
$223K 0.04%
+2,379
SHOP icon
190
Shopify
SHOP
$156B
$221K 0.04%
+1,373
AXP icon
191
American Express
AXP
$211B
$220K 0.04%
+596
BBY icon
192
Best Buy
BBY
$12.9B
$219K 0.04%
3,273
+597
ROP icon
193
Roper Technologies
ROP
$36.4B
$219K 0.04%
+492
HUBS icon
194
HubSpot
HUBS
$13.9B
$213K 0.03%
+532
FTNT icon
195
Fortinet
FTNT
$58.9B
$213K 0.03%
+2,687
WDC icon
196
Western Digital
WDC
$91.6B
$213K 0.03%
+1,238
ITOT icon
197
iShares Core S&P Total US Stock Market ETF
ITOT
$82.6B
$213K 0.03%
1,431
LDOS icon
198
Leidos
LDOS
$22.7B
$212K 0.03%
+1,174
CAT icon
199
Caterpillar
CAT
$350B
$211K 0.03%
+369
IBN icon
200
ICICI Bank
IBN
$108B
$208K 0.03%
6,993
-320
6 7
8
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