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
326
$9.02K 0.01%
48
327
$9.01K 0.01%
210
328
$8.99K 0.01%
108
329
$8.99K 0.01%
93
+1
330
$8.93K 0.01%
137
+1
331
$8.78K 0.01%
631
+27
332
$8.7K 0.01%
50
333
$8.6K 0.01%
45
334
$8.58K 0.01%
210
335
$8.55K 0.01%
100
336
$8.53K 0.01%
93
+1
337
$8.43K 0.01%
109
338
$8.4K 0.01%
750
339
$8.33K 0.01%
202
340
$8.31K 0.01%
730
-523
341
$8.28K 0.01%
100
342
$8.27K 0.01%
143
343
$8.24K 0.01%
153
+1
344
$7.66K 0.01%
99
-10
345
$7.53K 0.01%
+300
346
$7.5K 0.01%
103
347
$7.45K 0.01%
163
-15
348
$7.32K 0.01%
195
349
$7.31K 0.01%
64
350
$7.3K 0.01%
283
+11
12 13
14
15 16