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
301
$37.3K 0.02%
488
+5
302
$37.1K 0.02%
1,286
+11
303
$36.6K 0.02%
275
304
$36.5K 0.02%
828
-25
305
$36K 0.02%
154
+1
306
$36K 0.02%
48
+1
307
$35.9K 0.02%
94
308
$35.9K 0.02%
293
309
$35.8K 0.02%
151
+1
310
$35.8K 0.02%
209
+1
311
$35.8K 0.02%
179
+1
312
$35.6K 0.02%
762
-15
313
$35.4K 0.02%
897
+5
314
$35.3K 0.02%
250
+2
315
$35.2K 0.02%
109
316
$35K 0.02%
318
+1
317
$35K 0.02%
+204
318
$34.8K 0.02%
80
+1
319
$34.6K 0.02%
68
320
$34.3K 0.02%
368
+146
321
$34.2K 0.02%
317
+1
322
$34.1K 0.02%
432
+8
323
$34K 0.02%
791
+6
324
$34K 0.02%
318
+3
325
$33.9K 0.02%
80
11 12
13
14 15