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
$188M
AUM Growth
+$44.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,289
New
Increased
Reduced
Closed

Top Buys

1 +$11M
2 +$1.53M
3 +$1.16M
4
NVDA icon
NVIDIA
NVDA
+$1.12M
5
AMZN icon
Amazon
AMZN
+$806K

Top Sells

1 +$231K
2 +$181K
3 +$105K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$51.4K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$44.7K

Sector Composition

1 Technology 7.15%
2 Financials 6.98%
3 Consumer Discretionary 3.95%
4 Healthcare 3.57%
5 Industrials 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$30.6K 0.02%
+130
377
$30.4K 0.02%
+210
378
$30.4K 0.02%
131
379
$30.3K 0.02%
+561
380
$30.2K 0.02%
+382
381
$30.2K 0.02%
+660
382
$30.2K 0.02%
1,760
+1,270
383
$30K 0.02%
+610
384
$29.9K 0.02%
+94
385
$29.9K 0.02%
+123
386
$29.6K 0.02%
+172
387
$29.6K 0.02%
853
-200
388
$29.6K 0.02%
+378
389
$29.5K 0.02%
496
-5
390
$29.5K 0.02%
+636
391
$29.5K 0.02%
+1,056
392
$29.4K 0.02%
+509
393
$29.3K 0.02%
+80
394
$29.3K 0.02%
+2,419
395
$29.3K 0.02%
+1,486
396
$28.9K 0.02%
+275
397
$28.9K 0.02%
+370
398
$28.9K 0.02%
+150
399
$28.8K 0.02%
+81
400
$28.7K 0.02%
+121