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
$189M
AUM Growth
+$1.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,290
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.23M
3
+$1.18M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$795K
5
BA icon
Boeing
BA
+$388K

Top Sells

1
+$3.15M
2
+$2.26M
3
+$362K
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$270K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$237K

Sector Composition

1 Technology 7.88%
2 Financials 6.64%
3 Consumer Discretionary 3.8%
4 Industrials 3.52%
5 Healthcare 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$54.1K 0.03%
730
227
$53.9K 0.03%
506
+2
228
$53.7K 0.03%
2,703
+1,771
229
$52.9K 0.03%
251
+1
230
$52.6K 0.03%
303
+1
231
$52.5K 0.03%
1,373
+15
232
$51.7K 0.03%
754
+8
233
$51.6K 0.03%
3,766
+2
234
$49.5K 0.03%
756
+4
235
$49.3K 0.03%
122
+1
236
$49K 0.03%
252
+2
237
$48.8K 0.03%
411
-130
238
$48.7K 0.03%
204
+1
239
$48.5K 0.03%
352
240
$48.2K 0.03%
191
241
$48.2K 0.03%
81
242
$47.6K 0.03%
338
+2
243
$47.4K 0.03%
161
+18
244
$46.9K 0.02%
315
245
$46.7K 0.02%
364
+1
246
$46.1K 0.02%
210
247
$45.7K 0.02%
1,366
+5
248
$45.6K 0.02%
250
+1
249
$45K 0.02%
84
250
$45K 0.02%
223
+2
8 9
10
11 12