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
301
$12.3K 0.01%
1,010
-11,337
302
$12.3K 0.01%
134
303
$12.2K 0.01%
351
+1
304
$12.1K 0.01%
389
+6
305
$11.9K 0.01%
578
-1,298
306
$11.9K 0.01%
62
307
$11.9K 0.01%
153
308
$11.6K 0.01%
284
-346
309
$11.4K 0.01%
485
310
$11.1K 0.01%
69
311
$11K 0.01%
251
-292
312
$11K 0.01%
45
313
$10.9K 0.01%
67
+1
314
$10.9K 0.01%
132
+1
315
$10.6K 0.01%
1,725
316
$10.2K 0.01%
25
-16
317
$10K 0.01%
2,576
318
$9.92K 0.01%
339
+8
319
$9.92K 0.01%
+400
320
$9.45K 0.01%
+400
321
$9.37K 0.01%
160
-88
322
$9.3K 0.01%
490
323
$9.3K 0.01%
201
324
$9.15K 0.01%
84
325
$9.04K 0.01%
142
-20
11 12
13
14 15