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
$208M
AUM Growth
-$772K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,248
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$1.8M
3
+$1.05M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$246K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$99.5K

Top Sells

1
+$1.51M
2
+$731K
3
+$399K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$300K
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$265K

Sector Composition

1 Financials 7.1%
2 Technology 7.07%
3 Consumer Discretionary 3.81%
4 Industrials 3.21%
5 Healthcare 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$45.8K 0.02%
197
+3
252
$45.6K 0.02%
246
+1
253
$45.3K 0.02%
553
-63
254
$45.3K 0.02%
1,602
+1
255
$45.1K 0.02%
150
+4
256
$45K 0.02%
122
257
$45K 0.02%
182
+2
258
$44.9K 0.02%
1,392
+21
259
$44.8K 0.02%
975
-225
260
$44.4K 0.02%
70
+1
261
$44.2K 0.02%
2,203
-896
262
$43.5K 0.02%
128
-10
263
$43.5K 0.02%
729
+13
264
$43.3K 0.02%
311
+6
265
$43.3K 0.02%
92
+2
266
$43.1K 0.02%
1,015
-145
267
$43K 0.02%
159
268
$42.4K 0.02%
90
+1
269
$42.3K 0.02%
74
270
$42.2K 0.02%
498
+5
271
$42.2K 0.02%
882
+13
272
$41.9K 0.02%
1,215
+9
273
$41.5K 0.02%
654
+4
274
$41.4K 0.02%
455
+1
275
$41.4K 0.02%
468
+2
9 10
11
12 13