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
326
$12.6K 0.01%
403
327
$12.5K 0.01%
179
+1
328
$12.4K 0.01%
383
329
$12.4K 0.01%
53
+2
330
$12.3K 0.01%
981
+21
331
$12.3K 0.01%
176
332
$12.3K 0.01%
178
333
$12.2K 0.01%
385
+15
334
$12.1K 0.01%
108
335
$11.9K 0.01%
770
+14
336
$11.9K 0.01%
53
+7
337
$11.7K 0.01%
170
+1
338
$11.7K 0.01%
341
+2
339
$11.6K 0.01%
388
+1
340
$11.6K 0.01%
159
+1
341
$11.5K 0.01%
85
+1
342
$11.5K 0.01%
134
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343
$11.4K 0.01%
119
-60
344
$11.4K 0.01%
201
+1
345
$11.3K 0.01%
107
346
$11.1K 0.01%
317
-166
347
$11.1K 0.01%
168
348
$10.8K 0.01%
+126
349
$10.8K 0.01%
424
+3
350
$10.8K 0.01%
24
+2
12 13
14
15 16