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
376
$31.4K 0.02%
69
377
$31.4K 0.02%
533
-39
378
$31.1K 0.01%
455
+2
379
$31.1K 0.01%
135
380
$31K 0.01%
2,645
+28
381
$30.7K 0.01%
265
+2
382
$30.7K 0.01%
586
+3
383
$30.5K 0.01%
271
+1
384
$30.5K 0.01%
386
+2
385
$30.4K 0.01%
340
386
$30.3K 0.01%
967
+17
387
$30.2K 0.01%
344
+2
388
$30.2K 0.01%
182
389
$30.1K 0.01%
587
+5
390
$30K 0.01%
1,640
+53
391
$30K 0.01%
1,770
+29
392
$30K 0.01%
301
393
$29.9K 0.01%
198
394
$29.8K 0.01%
143
+2
395
$29.6K 0.01%
207
-10
396
$29.5K 0.01%
3,133
+39
397
$29.5K 0.01%
433
+2
398
$29.4K 0.01%
152
399
$29.3K 0.01%
124
400
$29.3K 0.01%
784
+2
14 15
16
17 18