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
$279M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,625
New
Increased
Reduced
Closed

Top Buys

1 +$17.4M
2 +$14M
3 +$13M
4
VTV icon
Vanguard Value ETF
VTV
+$2.74M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.54M

Top Sells

1 +$27.1M
2 +$13.6M
3 +$707K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$603K
5
MU icon
Micron Technology
MU
+$323K

Sector Composition

1 Technology 8.61%
2 Financials 5.25%
3 Consumer Discretionary 3.24%
4 Industrials 2.87%
5 Healthcare 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ILMN icon
351
Illumina
ILMN
$19.7B
$33.6K 0.01%
354
COR icon
352
Cencora
COR
$67.9B
$33.2K 0.01%
106
+4
DHI icon
353
D.R. Horton
DHI
$46.3B
$33.1K 0.01%
196
+10
ACM icon
354
Aecom
ACM
$13.4B
$32.9K 0.01%
252
+4
STX icon
355
Seagate
STX
$58.8B
$32.6K 0.01%
138
+6
NXPI icon
356
NXP Semiconductors
NXPI
$53.8B
$32.6K 0.01%
143
+2
DTM icon
357
DT Midstream
DTM
$12.1B
$32.4K 0.01%
287
+2
BDX icon
358
Becton Dickinson
BDX
$54.3B
$32.4K 0.01%
173
+7
GTLS icon
359
Chart Industries
GTLS
$9.19B
$32.2K 0.01%
161
+3
DELL icon
360
Dell
DELL
$91.2B
$32.2K 0.01%
227
+12
BURL icon
361
Burlington
BURL
$15.5B
$31.8K 0.01%
125
SMFG icon
362
Sumitomo Mitsui Financial
SMFG
$120B
$31.2K 0.01%
1,866
+25
OSK icon
363
Oshkosh
OSK
$7.88B
$31.1K 0.01%
240
+1
CADE icon
364
Cadence Bank
CADE
$7.58B
$31.1K 0.01%
828
+7
DOCU icon
365
DocuSign
DOCU
$14B
$30.9K 0.01%
429
O icon
366
Realty Income
O
$52.7B
$30.9K 0.01%
508
+25
FTAI icon
367
FTAI Aviation
FTAI
$17.4B
$30.8K 0.01%
185
+6
PCAR icon
368
PACCAR
PCAR
$55.6B
$30.7K 0.01%
313
+6
RKLB icon
369
Rocket Lab Corp
RKLB
$22.4B
$30.7K 0.01%
641
IGSB icon
370
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.8B
$30.7K 0.01%
578
-18
OKE icon
371
Oneok
OKE
$46.1B
$30.6K 0.01%
419
+11
ELF icon
372
e.l.f. Beauty
ELF
$4.43B
$30.5K 0.01%
230
CBRE icon
373
CBRE Group
CBRE
$47.4B
$30.4K 0.01%
193
+9
KTOS icon
374
Kratos Defense & Security Solutions
KTOS
$12B
$30.3K 0.01%
332
FNF icon
375
Fidelity National Financial
FNF
$15.9B
$30.2K 0.01%
500
+9