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
276
$15.6K 0.01%
78
-26
277
$15.2K 0.01%
212
-10
278
$15.2K 0.01%
64
279
$14.9K 0.01%
642
+9
280
$14.9K 0.01%
369
+1
281
$14.8K 0.01%
190
+2
282
$14.8K 0.01%
662
+8
283
$14.8K 0.01%
160
+2
284
$14.8K 0.01%
+140
285
$14.6K 0.01%
+306
286
$14.5K 0.01%
785
-323
287
$14.3K 0.01%
249
288
$14.2K 0.01%
97
289
$14.1K 0.01%
+750
290
$13.7K 0.01%
439
+9
291
$13.5K 0.01%
707
292
$13.3K 0.01%
1,874
293
$13.3K 0.01%
100
294
$13K 0.01%
9
295
$12.8K 0.01%
341
-50
296
$12.8K 0.01%
86
297
$12.7K 0.01%
+251
298
$12.5K 0.01%
211
+4
299
$12.5K 0.01%
400
300
$12.4K 0.01%
51
10 11
12
13 14