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
401
$3.92K ﹤0.01%
244
+5
402
$3.83K ﹤0.01%
201
403
$3.79K ﹤0.01%
60
404
$3.79K ﹤0.01%
98
405
$3.78K ﹤0.01%
26
406
$3.76K ﹤0.01%
60
407
$3.74K ﹤0.01%
93
+2
408
$3.73K ﹤0.01%
+112
409
$3.67K ﹤0.01%
32
-33
410
$3.66K ﹤0.01%
52
411
$3.66K ﹤0.01%
155
412
$3.64K ﹤0.01%
272
413
$3.61K ﹤0.01%
210
+50
414
$3.57K ﹤0.01%
15
415
$3.56K ﹤0.01%
221
-276
416
$3.54K ﹤0.01%
120
417
$3.5K ﹤0.01%
11
418
$3.48K ﹤0.01%
109
+3
419
$3.35K ﹤0.01%
175
420
$3.3K ﹤0.01%
1,000
421
$3.29K ﹤0.01%
83
422
$3.15K ﹤0.01%
7
423
$3.12K ﹤0.01%
91
+1
424
$3.08K ﹤0.01%
26
425
$3.04K ﹤0.01%
106
+1
15 16
17
18 19