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
276
$17.1K 0.01%
67
277
$16.9K 0.01%
204
+1
278
$16.9K 0.01%
+408
279
$16.8K 0.01%
+199
280
$16.6K 0.01%
796
+24
281
$16.6K 0.01%
67
282
$16.5K 0.01%
299
+1
283
$16.2K 0.01%
410
+3
284
$15.9K 0.01%
488
-3,938
285
$15.9K 0.01%
925
286
$15.9K 0.01%
423
+3
287
$15.8K 0.01%
+221
288
$15.8K 0.01%
205
+12
289
$15.7K 0.01%
506
290
$15.6K 0.01%
153
291
$15.5K 0.01%
319
292
$15.4K 0.01%
141
+2
293
$15.4K 0.01%
173
-231
294
$15.3K 0.01%
300
295
$15.1K 0.01%
+62
296
$15K 0.01%
1,739
+49
297
$15K 0.01%
112
+1
298
$14.9K 0.01%
257
-32
299
$14.9K 0.01%
1,065
+28
300
$14.8K 0.01%
132
+2
10 11
12
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