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
251
$44.9K 0.02%
146
252
$44.1K 0.02%
477
253
$44K 0.02%
138
254
$43.9K 0.02%
1,216
-407
255
$43.3K 0.02%
74
256
$43.2K 0.02%
205
257
$42.8K 0.02%
867
+8
258
$42.8K 0.02%
427
+4
259
$42.8K 0.02%
243
+1
260
$42.7K 0.02%
1,020
+6
261
$42.5K 0.02%
304
262
$42.5K 0.02%
280
+7
263
$42.5K 0.02%
244
+1
264
$42.4K 0.02%
2,616
+51
265
$42K 0.02%
138
266
$42K 0.02%
147
+1
267
$42K 0.02%
279
+1
268
$41.6K 0.02%
114
269
$41.3K 0.02%
172
270
$41.2K 0.02%
138
271
$41.2K 0.02%
846
+5
272
$41K 0.02%
89
+1
273
$40.8K 0.02%
420
+2
274
$40.6K 0.02%
313
-5
275
$40.2K 0.02%
1,601
9 10
11
12 13