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
$209M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,262
New
Increased
Reduced
Closed

Top Sells

1 +$412K
2 +$130K
3 +$109K
4
NVDA icon
NVIDIA
NVDA
+$103K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$90.7K

Sector Composition

1 Technology 7.1%
2 Financials 7%
3 Consumer Discretionary 3.63%
4 Industrials 3.37%
5 Healthcare 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$36.1K 0.02%
843
+10
327
$35.8K 0.02%
424
-249
328
$35.8K 0.02%
137
+1
329
$35.7K 0.02%
408
+2
330
$35.7K 0.02%
278
+3
331
$35.6K 0.02%
173
+1
332
$35.6K 0.02%
992
-75
333
$35.5K 0.02%
130
334
$35.5K 0.02%
270
335
$35.4K 0.02%
94
336
$35.3K 0.02%
319
+1
337
$35.3K 0.02%
322
338
$35.1K 0.02%
358
+1
339
$35.1K 0.02%
574
+7
340
$35.1K 0.02%
+3,094
341
$35K 0.02%
320
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$35K 0.02%
611
343
$34.8K 0.02%
339
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$34.8K 0.02%
64
345
$34.7K 0.02%
182
+1
346
$34.7K 0.02%
289
+1
347
$34.6K 0.02%
85
348
$34.5K 0.02%
561
349
$34.4K 0.02%
820
+5
350
$34.1K 0.02%
723
+3