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
$111M
AUM Growth
+$6.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$4.95M
3
+$2.38M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.25M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.13M

Top Sells

1
+$3.14M
2
+$1.22M
3
+$936K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$470K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$315K

Sector Composition

1 Technology 8.58%
2 Financials 5.48%
3 Consumer Discretionary 5.47%
4 Consumer Staples 3.33%
5 Healthcare 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$9K 0.01%
15
352
$9K 0.01%
205
+5
353
$8K 0.01%
35
+15
354
$8K 0.01%
18
355
$8K 0.01%
110
356
$8K 0.01%
231
+50
357
$8K 0.01%
45
-150
358
$8K 0.01%
133
359
$8K 0.01%
+190
360
$8K 0.01%
108
361
$8K 0.01%
614
+8
362
$8K 0.01%
46
-20
363
$8K 0.01%
641
364
$8K 0.01%
250
365
$8K 0.01%
103
366
$7K 0.01%
174
+8
367
$7K 0.01%
90
+51
368
$7K 0.01%
31
369
$7K 0.01%
392
+3
370
$7K 0.01%
15
371
$7K 0.01%
63
372
$7K 0.01%
126
+3
373
$7K 0.01%
83
+1
374
$7K 0.01%
74
+21
375
$7K 0.01%
190
13 14
15
16 17