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
301
$14.8K 0.01%
274
302
$14.7K 0.01%
427
+9
303
$14.6K 0.01%
125
304
$14.5K 0.01%
1,595
305
$14.3K 0.01%
2,395
+54
306
$14.3K 0.01%
621
+4
307
$14.3K 0.01%
63
308
$14.2K 0.01%
+173
309
$14K 0.01%
381
310
$13.8K 0.01%
108
311
$13.6K 0.01%
497
+4
312
$13.6K 0.01%
724
+13
313
$13.5K 0.01%
207
-48
314
$13.3K 0.01%
1,056
+30
315
$13.3K 0.01%
154
316
$13.2K 0.01%
119
-2
317
$13.1K 0.01%
110
318
$13.1K 0.01%
241
319
$13.1K 0.01%
38
320
$13K 0.01%
1,784
+86
321
$12.8K 0.01%
1,272
+20
322
$12.8K 0.01%
367
323
$12.7K 0.01%
117
+1
324
$12.7K 0.01%
205
325
$12.7K 0.01%
52
+4
11 12
13
14 15