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
251
$19.9K 0.01%
489
+3
252
$19.8K 0.01%
706
+23
253
$19.7K 0.01%
141
+1
254
$19K 0.01%
420
+4
255
$18.6K 0.01%
221
+1
256
$18.5K 0.01%
245
-296
257
$18.4K 0.01%
1,511
+359
258
$18.1K 0.01%
119
259
$17.7K 0.01%
80
260
$17.1K 0.01%
259
+14
261
$16.9K 0.01%
85
-10
262
$16.6K 0.01%
+900
263
$16.6K 0.01%
243
+1
264
$16.5K 0.01%
+324
265
$16.5K 0.01%
176
266
$16.2K 0.01%
260
-97
267
$16.2K 0.01%
617
-202
268
$16.2K 0.01%
212
269
$16.2K 0.01%
1,160
+33
270
$16.2K 0.01%
916
+14
271
$16K 0.01%
63
272
$15.9K 0.01%
144
+1
273
$15.9K 0.01%
35
274
$15.8K 0.01%
111
+1
275
$15.7K 0.01%
387
+4
9 10
11
12 13