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
$252M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,662
New
Increased
Reduced
Closed

Top Sells

1 +$146K
2 +$117K
3 +$94K
4
TDIV icon
First Trust NASDAQ Technology Dividend Index Fund
TDIV
+$93.6K
5
MDT icon
Medtronic
MDT
+$51.8K

Sector Composition

1 Technology 8.53%
2 Financials 5.74%
3 Consumer Discretionary 3.24%
4 Industrials 2.95%
5 Healthcare 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
REGN icon
226
Regeneron Pharmaceuticals
REGN
$82.5B
$53.2K 0.02%
101
+4
KNSL icon
227
Kinsale Capital Group
KNSL
$9.23B
$53.1K 0.02%
110
-36
OGIG icon
228
ALPS O'Shares Global Internet Giants ETF
OGIG
$144M
$52.3K 0.02%
975
MMM icon
229
3M
MMM
$85.1B
$51.4K 0.02%
338
-1
DKNG icon
230
DraftKings
DKNG
$17.2B
$51.4K 0.02%
1,198
WCBR icon
231
WisdomTree Cybersecurity Fund
WCBR
$122M
$51.1K 0.02%
1,602
KMB icon
232
Kimberly-Clark
KMB
$33.2B
$50.8K 0.02%
394
+197
LAD icon
233
Lithia Motors
LAD
$8.3B
$50.3K 0.02%
149
WDAY icon
234
Workday
WDAY
$56.7B
$49.9K 0.02%
208
IVE icon
235
iShares S&P 500 Value ETF
IVE
$53B
$49.9K 0.02%
255
+1
EMR icon
236
Emerson Electric
EMR
$76.2B
$49.8K 0.02%
374
+21
SNPS icon
237
Synopsys
SNPS
$91B
$49.7K 0.02%
97
+4
CSGP icon
238
CoStar Group
CSGP
$28.2B
$49.7K 0.02%
618
HWM icon
239
Howmet Aerospace
HWM
$84.4B
$49.5K 0.02%
266
-4
EME icon
240
Emcor
EME
$28B
$48.9K 0.02%
91
AJG icon
241
Arthur J. Gallagher & Co
AJG
$66.4B
$48.8K 0.02%
153
+1
MPC icon
242
Marathon Petroleum
MPC
$50B
$48.5K 0.02%
292
-6
DOW icon
243
Dow Inc
DOW
$16.3B
$48.2K 0.02%
1,822
-306
CL icon
244
Colgate-Palmolive
CL
$64.4B
$48K 0.02%
528
+31
CTAS icon
245
Cintas
CTAS
$76.8B
$47.9K 0.02%
215
+16
CRS icon
246
Carpenter Technology
CRS
$16.6B
$47.8K 0.02%
173
+3
IBKR icon
247
Interactive Brokers
IBKR
$29.4B
$47.8K 0.02%
862
+2
EXE
248
Expand Energy Corp
EXE
$26.5B
$47.7K 0.02%
408
+15
VTEB icon
249
Vanguard Tax-Exempt Bond Index Fund
VTEB
$41.8B
$47.6K 0.02%
971
-171
WMB icon
250
Williams Companies
WMB
$73B
$47.3K 0.02%
753
+22