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
$365M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$27.5M
2
+$9.49M
3
+$5.8M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.29M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$3.78M

Top Sells

1
+$26.3M
2
+$5.33M
3
+$3.99M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.31M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$2.19M

Sector Composition

1 Technology 2.78%
2 Healthcare 0.6%
3 Financials 0.54%
4 Consumer Discretionary 0.34%
5 Communication Services 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$42.6M 11.67%
630,545
+406,703
2
$35.9M 9.83%
2,053,818
-189,876
3
$25.1M 6.88%
411,529
+3,837
4
$22.6M 6.19%
555,087
+70,997
5
$22.6M 6.19%
522,374
+3,201
6
$21.3M 5.83%
460,450
-569,467
7
$20.4M 5.58%
1,141,814
-22,718
8
$14.9M 4.08%
99,386
+28,662
9
$14M 3.85%
193,242
-73,281
10
$13.9M 3.81%
277,030
+189,249
11
$12.2M 3.35%
557,030
+73,790
12
$10.4M 2.86%
207,335
+3,857
13
$10.3M 2.82%
253,060
+92,810
14
$9.39M 2.58%
266,034
+164,378
15
$7.84M 2.15%
40,396
+53
16
$7.78M 2.13%
54,751
-1,125
17
$6.42M 1.76%
22,685
-186
18
$6.17M 1.69%
75,164
-1,948
19
$5.7M 1.56%
227,918
-1,501
20
$4.75M 1.3%
212,508
+1,284
21
$4.57M 1.25%
25,915
-1,177
22
$4.32M 1.18%
125,630
-9,330
23
$4.04M 1.11%
17,580
+804
24
$3.9M 1.07%
76,054
+9,331
25
$3.85M 1.06%
8,639
-1,120
1
2 3