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
$143M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
699
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$1.01M
3
+$466K
4
PYPL icon
PayPal
PYPL
+$452K
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$345K

Top Sells

1
+$15.1M
2
+$7.91M
3
+$2.28M
4
DKNG icon
DraftKings
DKNG
+$504K
5
CSCO icon
Cisco
CSCO
+$270K

Sector Composition

1 Financials 5.79%
2 Technology 3.23%
3 Consumer Discretionary 2.43%
4 Healthcare 1.85%
5 Industrials 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$7.26K 0.01%
90
352
$7.13K 0.01%
343
353
$7.08K ﹤0.01%
38
354
$7.03K ﹤0.01%
414
+3
355
$6.93K ﹤0.01%
70
+1
356
$6.85K ﹤0.01%
52
357
$6.71K ﹤0.01%
38
+1
358
$6.7K ﹤0.01%
74
-30
359
$6.7K ﹤0.01%
222
+2
360
$6.65K ﹤0.01%
145
-300
361
$6.63K ﹤0.01%
135
+1
362
$6.57K ﹤0.01%
91
-89
363
$6.52K ﹤0.01%
103
+1
364
$6.27K ﹤0.01%
111
+2
365
$6.24K ﹤0.01%
30
-15
366
$6.17K ﹤0.01%
153
-479
367
$5.88K ﹤0.01%
107
+1
368
$5.78K ﹤0.01%
125
369
$5.76K ﹤0.01%
205
+3
370
$5.59K ﹤0.01%
69
371
$5.46K ﹤0.01%
72
372
$5.38K ﹤0.01%
186
373
$5.38K ﹤0.01%
186
-172
374
$5.32K ﹤0.01%
130
375
$5.27K ﹤0.01%
+200
13 14
15
16 17