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
401
$7.63K 0.01%
144
+2
402
$7.51K 0.01%
92
+1
403
$7.47K 0.01%
651
+10
404
$7.45K 0.01%
229
+3
405
$7.39K 0.01%
110
406
$7.28K 0.01%
62
407
$7.2K 0.01%
278
408
$7.17K 0.01%
763
409
$7.1K 0.01%
78
+68
410
$7.07K 0.01%
255
411
$6.99K 0.01%
790
412
$6.97K 0.01%
21
413
$6.85K 0.01%
121
414
$6.83K 0.01%
83
415
$6.57K 0.01%
100
416
$6.5K ﹤0.01%
120
417
$6.5K ﹤0.01%
131
+1
418
$6.46K ﹤0.01%
405
+3
419
$6.45K ﹤0.01%
74
-170
420
$6.42K ﹤0.01%
58
421
$6.41K ﹤0.01%
48
422
$6.35K ﹤0.01%
63
423
$6.35K ﹤0.01%
195
+5
424
$6.33K ﹤0.01%
129
+1
425
$6.26K ﹤0.01%
266
15 16
17
18 19