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
$143M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
699
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$1.01M
3
+$466K
4
PYPL icon
PayPal
PYPL
+$452K
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$345K

Top Sells

1
+$15.1M
2
+$7.91M
3
+$2.28M
4
DKNG icon
DraftKings
DKNG
+$504K
5
CSCO icon
Cisco
CSCO
+$270K

Sector Composition

1 Financials 5.79%
2 Technology 3.23%
3 Consumer Discretionary 2.43%
4 Healthcare 1.85%
5 Industrials 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$25.5K 0.02%
409
227
$25.4K 0.02%
691
228
$25.2K 0.02%
131
229
$25.2K 0.02%
506
+251
230
$25K 0.02%
574
231
$24.8K 0.02%
96
232
$24.7K 0.02%
407
233
$24.1K 0.02%
312
-327
234
$24K 0.02%
390
235
$23.6K 0.02%
452
+5
236
$23.5K 0.02%
85
237
$23.4K 0.02%
224
238
$23.1K 0.02%
23
+1
239
$23K 0.02%
414
-603
240
$22.9K 0.02%
232
+2
241
$22.4K 0.02%
468
+5
242
$22.3K 0.02%
164
243
$22.1K 0.02%
190
+2
244
$22.1K 0.02%
123
245
$22K 0.02%
25
246
$21.4K 0.02%
846
247
$21.1K 0.01%
806
-100
248
$20.7K 0.01%
243
+1
249
$20.4K 0.01%
1,457
250
$20.3K 0.01%
275
-315
8 9
10
11 12