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
251
$20.5K 0.02%
180
-89
252
$20.4K 0.02%
743
+6
253
$20.1K 0.02%
93
+28
254
$20K 0.02%
52
255
$20K 0.02%
310
+80
256
$19.9K 0.02%
188
+1
257
$19.2K 0.01%
114
-15
258
$19K 0.01%
283
+2
259
$18.9K 0.01%
490
+130
260
$18.8K 0.01%
62
261
$18.5K 0.01%
61
262
$18.5K 0.01%
187
+97
263
$18.4K 0.01%
363
264
$18.3K 0.01%
378
+4
265
$18.2K 0.01%
246
-10
266
$18.1K 0.01%
294
267
$18K 0.01%
51
268
$17.8K 0.01%
175
+2
269
$17.8K 0.01%
+361
270
$17.8K 0.01%
208
271
$17.7K 0.01%
2,823
+90
272
$17.6K 0.01%
276
273
$17.5K 0.01%
463
+1
274
$17.3K 0.01%
76
275
$17.2K 0.01%
259
+9
9 10
11
12 13