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
276
$39.9K 0.02%
918
+63
277
$39.9K 0.02%
453
+1
278
$39.8K 0.02%
298
+4
279
$39.6K 0.02%
815
+2
280
$39.3K 0.02%
163
+1
281
$39.3K 0.02%
385
-141
282
$39.3K 0.02%
1,406
-7,647
283
$39.3K 0.02%
180
284
$39.2K 0.02%
226
+1
285
$39.2K 0.02%
159
286
$39.2K 0.02%
650
-34
287
$39K 0.02%
822
+1
288
$38.9K 0.02%
157
-10
289
$38.8K 0.02%
553
-3
290
$38.8K 0.02%
370
291
$38.5K 0.02%
324
+8
292
$38.5K 0.02%
815
293
$38K 0.02%
402
+2
294
$38K 0.02%
193
+1
295
$38K 0.02%
90
296
$37.8K 0.02%
140
297
$37.6K 0.02%
464
+1
298
$37.6K 0.02%
383
299
$37.4K 0.02%
646
+3
300
$37.4K 0.02%
1,067
+6
10 11
12
13 14