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
326
$33.8K 0.02%
404
-1,128
327
$33.8K 0.02%
1,195
+10
328
$33.8K 0.02%
480
329
$33.8K 0.02%
262
+1
330
$33.5K 0.02%
400
331
$33.2K 0.02%
288
+1
332
$33.1K 0.02%
457
333
$33K 0.02%
357
+2
334
$32.9K 0.02%
430
+1
335
$32.9K 0.02%
544
+4
336
$32.7K 0.02%
85
337
$32.7K 0.02%
69
338
$32.7K 0.02%
111
339
$32.5K 0.02%
346
340
$32.5K 0.02%
1,060
+4
341
$32.4K 0.02%
184
+1
342
$32.4K 0.02%
833
+11
343
$32.2K 0.02%
406
+1
344
$32.2K 0.02%
303
345
$32.2K 0.02%
136
+6
346
$32.1K 0.02%
967
+3
347
$32K 0.02%
611
348
$32K 0.02%
1,758
-1,015
349
$31.8K 0.02%
649
+39
350
$31.6K 0.02%
154
12 13
14
15 16