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
376
$29.9K 0.02%
340
377
$29.9K 0.02%
351
+6
378
$29.8K 0.02%
579
+3
379
$29.8K 0.02%
521
+12
380
$29.7K 0.02%
345
381
$29.7K 0.02%
561
382
$29.7K 0.02%
1,750
-10
383
$29.7K 0.02%
182
384
$29.6K 0.02%
10
385
$29.5K 0.02%
720
386
$29.5K 0.02%
336
+18
387
$29.5K 0.02%
132
+1
388
$29.5K 0.02%
414
+1
389
$29.4K 0.02%
175
+3
390
$29.3K 0.02%
452
+2
391
$29.3K 0.02%
1,817
+23
392
$29.3K 0.02%
1,537
+51
393
$29.3K 0.02%
424
+9
394
$29.2K 0.02%
388
+2
395
$29.2K 0.02%
358
+49
396
$29.2K 0.02%
126
397
$29.2K 0.02%
+2,035
398
$29.2K 0.02%
670
399
$29.2K 0.02%
113
+1
400
$29.1K 0.02%
130
14 15
16
17 18