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
376
$9.13K 0.01%
133
-26,891
377
$9.05K 0.01%
26
378
$9.03K 0.01%
633
379
$8.89K 0.01%
9
380
$8.88K 0.01%
53
381
$8.86K 0.01%
271
382
$8.8K 0.01%
604
383
$8.67K 0.01%
84
384
$8.65K 0.01%
212
385
$8.52K 0.01%
290
+2
386
$8.46K 0.01%
836
+22
387
$8.37K 0.01%
153
+10
388
$8.33K 0.01%
54
+7
389
$8.27K 0.01%
100
390
$8.25K 0.01%
57
391
$8.2K 0.01%
152
392
$8.19K 0.01%
140
+1
393
$8.17K 0.01%
240
+6
394
$8.11K 0.01%
202
-126
395
$8.07K 0.01%
59
396
$8.01K 0.01%
178
397
$8K 0.01%
777
+18
398
$7.87K 0.01%
34
-14
399
$7.79K 0.01%
+196
400
$7.69K 0.01%
76
+2
14 15
16
17 18