RA

Rise Advisors Portfolio holdings

AUM $279M
1-Year Est. Return 13.26%
This Quarter Est. Return
1 Year Est. Return
+13.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
+$8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
831
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.99M
3
+$1.23M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$380K
5
AAPL icon
Apple
AAPL
+$371K

Top Sells

1
+$1.85M
2
+$578K
3
+$336K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$239K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$216K

Sector Composition

1 Technology 5.98%
2 Financials 4.82%
3 Consumer Discretionary 4.47%
4 Consumer Staples 3.13%
5 Healthcare 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$25K 0.02%
654
-198
227
$24.5K 0.02%
626
+4
228
$24.2K 0.02%
292
+1
229
$24.1K 0.02%
213
+2
230
$23.6K 0.02%
247
+52
231
$23.6K 0.02%
312
+3
232
$23.2K 0.02%
335
233
$23.1K 0.02%
104
234
$23K 0.02%
439
+3
235
$23K 0.02%
230
+8
236
$22.5K 0.02%
507
+3
237
$22.4K 0.02%
226
238
$22.3K 0.02%
192
239
$22.3K 0.02%
105
240
$22.2K 0.02%
1,259
+30
241
$21.9K 0.02%
455
+2
242
$21.4K 0.02%
222
+94
243
$21.2K 0.02%
846
244
$21.1K 0.02%
1,919
+34
245
$21K 0.02%
1,393
-93
246
$20.8K 0.02%
1,108
247
$20.7K 0.02%
2,777
248
$20.6K 0.02%
251
+1
249
$20.6K 0.02%
188
+1
250
$20.5K 0.02%
25
8 9
10
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