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
$132M
AUM Growth
+$8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
831
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.99M
3
+$1.23M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$380K
5
AAPL icon
Apple
AAPL
+$371K

Top Sells

1
+$1.85M
2
+$578K
3
+$336K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$239K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$216K

Sector Composition

1 Technology 5.98%
2 Financials 4.82%
3 Consumer Discretionary 4.47%
4 Consumer Staples 3.13%
5 Healthcare 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$10.7K 0.01%
154
+1
352
$10.5K 0.01%
61
353
$10.5K 0.01%
406
354
$10.4K 0.01%
235
355
$10.4K 0.01%
141
356
$10.4K 0.01%
439
357
$10.3K 0.01%
135
-219
358
$10.1K 0.01%
76
+7
359
$10.1K 0.01%
65
+1
360
$10.1K 0.01%
44
+5
361
$9.93K 0.01%
120
362
$9.91K 0.01%
89
363
$9.87K 0.01%
39
+1
364
$9.84K 0.01%
135
-9
365
$9.83K 0.01%
635
+100
366
$9.71K 0.01%
205
367
$9.51K 0.01%
141
+2
368
$9.42K 0.01%
201
+2
369
$9.37K 0.01%
45
370
$9.29K 0.01%
20
+5
371
$9.28K 0.01%
50
372
$9.24K 0.01%
54
373
$9.24K 0.01%
641
374
$9.23K 0.01%
510
-40
375
$9.23K 0.01%
88
+44
13 14
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16 17