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
$189M
AUM Growth
+$1.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,290
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.23M
3
+$1.18M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$795K
5
BA icon
Boeing
BA
+$388K

Top Sells

1
+$3.15M
2
+$2.26M
3
+$362K
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$270K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$237K

Sector Composition

1 Technology 7.88%
2 Financials 6.64%
3 Consumer Discretionary 3.8%
4 Industrials 3.52%
5 Healthcare 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$31.6K 0.02%
124
+1
352
$31.5K 0.02%
793
+6
353
$31.4K 0.02%
81
354
$31.3K 0.02%
272
+1
355
$31.2K 0.02%
1,232
+12
356
$31.1K 0.02%
545
357
$31.1K 0.02%
566
+5
358
$30.9K 0.02%
197
+1
359
$30.9K 0.02%
150
360
$30.9K 0.02%
567
+6
361
$30.7K 0.02%
176
+1
362
$30.6K 0.02%
293
+2
363
$30.6K 0.02%
275
+2
364
$30.6K 0.02%
181
365
$30.5K 0.02%
135
366
$30.4K 0.02%
220
+1
367
$30.2K 0.02%
172
368
$30.2K 0.02%
188
369
$30.2K 0.02%
250
370
$30.2K 0.02%
270
+1
371
$30.2K 0.02%
322
-13
372
$30.2K 0.02%
709
+7
373
$30.1K 0.02%
505
+2
374
$30K 0.02%
197
+1
375
$29.9K 0.02%
301
13 14
15
16 17