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
$339M
AUM Growth
-$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$1.78M
3
+$1.57M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.48M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.47M

Top Sells

1
+$7.7M
2
+$3.18M
3
+$2.91M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.43M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.2M

Sector Composition

1 Technology 3.01%
2 Communication Services 0.66%
3 Financials 0.66%
4 Healthcare 0.61%
5 Consumer Discretionary 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$45.2M 13.32%
701,823
+71,278
2
$34.5M 10.17%
2,044,905
-8,913
3
$22.2M 6.55%
538,014
+15,640
4
$22.2M 6.55%
374,379
-37,150
5
$20.9M 6.17%
533,614
-21,473
6
$19.3M 5.68%
1,133,820
-7,994
7
$15.6M 4.59%
109,830
+10,444
8
$15.3M 4.51%
306,609
+29,579
9
$15.1M 4.44%
215,744
+22,502
10
$12.4M 3.67%
284,225
-176,225
11
$11.4M 3.38%
552,868
-4,162
12
$11M 3.25%
317,231
+51,197
13
$10.1M 2.99%
210,607
+3,272
14
$9.42M 2.78%
226,015
-27,045
15
$6.97M 2.06%
40,700
+304
16
$6.14M 1.81%
22,544
-141
17
$5.78M 1.71%
75,044
-120
18
$4.86M 1.43%
204,117
-23,801
19
$4.37M 1.29%
31,705
-23,046
20
$4.16M 1.23%
25,522
-393
21
$4.16M 1.23%
123,974
-1,656
22
$3.95M 1.16%
80,416
+4,362
23
$3.37M 0.99%
32,869
-2,356
24
$2.54M 0.75%
11,872
-5,708
25
$2M 0.59%
12,541
-3,652
1
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