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
$274M
AUM Growth
+$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$4.89M
2
+$4.3M
3
+$4.21M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$3.27M
5
BND icon
Vanguard Total Bond Market
BND
+$1.76M

Top Sells

1
+$534K
2
+$236K
3
+$205K
4
LGLV icon
SPDR SSGA US Large Cap Low Volatility Index ETF
LGLV
+$192K
5
CIL icon
VictoryShares International Volatility Wtd ETF
CIL
+$120K

Sector Composition

1 Technology 0.89%
2 Financials 0.67%
3 Healthcare 0.67%
4 Consumer Discretionary 0.32%
5 Communication Services 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$39.8M 14.56%
2,298,396
-30,792
2
$30.9M 11.29%
599,255
+11,169
3
$26.4M 9.64%
1,337,216
+247,938
4
$25.9M 9.46%
411,021
+66,887
5
$24M 8.79%
607,885
+108,851
6
$18.7M 6.84%
217,965
+20,514
7
$17.9M 6.55%
323,850
+59,136
8
$9.33M 3.41%
358,284
+2,336
9
$8.8M 3.22%
162,022
+8,695
10
$7.42M 2.71%
243,892
+38,646
11
$6.97M 2.55%
76,438
+9,238
12
$6.96M 2.54%
152,921
+29,573
13
$6.69M 2.45%
29,473
+4,188
14
$5.29M 1.93%
131,287
+8,392
15
$4.52M 1.65%
30,005
-1,564
16
$3.54M 1.29%
67,536
+1,844
17
$2.73M 1%
86,970
+11,037
18
$2.73M 1%
24,255
+2,380
19
$2.66M 0.97%
53,723
+1,470
20
$2.2M 0.8%
85,752
+8,854
21
$2.07M 0.76%
20,096
+1,226
22
$1.76M 0.64%
22,019
+4,494
23
$1.68M 0.61%
63,547
+14,116
24
$1.68M 0.61%
12,586
-1,446
25
$1.19M 0.43%
26,436
-2,674
1
2 3