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
$208M
AUM Growth
-$772K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,248
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$1.8M
3
+$1.05M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$246K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$99.5K

Top Sells

1
+$1.51M
2
+$731K
3
+$399K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$300K
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$265K

Sector Composition

1 Financials 7.1%
2 Technology 7.07%
3 Consumer Discretionary 3.81%
4 Industrials 3.21%
5 Healthcare 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$33K 0.02%
670
352
$32.9K 0.02%
185
-16
353
$32.7K 0.02%
386
354
$32.7K 0.02%
1,410
+654
355
$32.6K 0.02%
1,000
+8
356
$32.6K 0.02%
575
+5
357
$32.6K 0.02%
385
358
$32.5K 0.02%
131
+1
359
$32.5K 0.02%
250
360
$32.4K 0.02%
152
+1
361
$32.4K 0.02%
91
362
$32.3K 0.02%
117
+1
363
$32.1K 0.02%
158
364
$32.1K 0.02%
113
365
$32K 0.02%
175
+2
366
$32K 0.02%
10
367
$32K 0.02%
370
368
$31.9K 0.02%
179
+4
369
$31.9K 0.02%
577
+4
370
$31.8K 0.02%
834
+16
371
$31.7K 0.02%
135
372
$31.6K 0.02%
825
+5
373
$31.6K 0.02%
343
+4
374
$31.6K 0.02%
391
+2
375
$31.5K 0.02%
709
13 14
15
16 17