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
376
$5.16K ﹤0.01%
255
377
$5.12K ﹤0.01%
490
378
$5.08K ﹤0.01%
216
379
$5.06K ﹤0.01%
235
380
$5.06K ﹤0.01%
36
381
$5.05K ﹤0.01%
44
+1
382
$5.03K ﹤0.01%
234
383
$5K ﹤0.01%
75
384
$4.93K ﹤0.01%
18
385
$4.89K ﹤0.01%
300
386
$4.85K ﹤0.01%
103
+2
387
$4.57K ﹤0.01%
31
+5
388
$4.44K ﹤0.01%
66
+1
389
$4.4K ﹤0.01%
108
+3
390
$4.38K ﹤0.01%
20
391
$4.36K ﹤0.01%
200
392
$4.27K ﹤0.01%
1,344
393
$4.26K ﹤0.01%
118
+2
394
$4.24K ﹤0.01%
411
-1,196
395
$4.04K ﹤0.01%
74
+1
396
$4K ﹤0.01%
75
397
$3.98K ﹤0.01%
138
398
$3.98K ﹤0.01%
253
-186
399
$3.94K ﹤0.01%
53
400
$3.94K ﹤0.01%
242
+3
14 15
16
17 18