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
401
$29.1K 0.02%
1,374
-91
402
$29K 0.02%
201
403
$28.8K 0.02%
266
+1
404
$28.7K 0.02%
134
+1
405
$28.5K 0.02%
636
406
$28.4K 0.02%
464
+1
407
$28.4K 0.02%
303
+1
408
$28.3K 0.02%
1,077
+37
409
$28.3K 0.02%
309
+2
410
$28.2K 0.01%
1,711
+32
411
$28.2K 0.01%
385
+3
412
$28.1K 0.01%
491
413
$28.1K 0.01%
295
+1
414
$28K 0.01%
2,594
415
$28K 0.01%
203
+8
416
$27.9K 0.01%
216
-15
417
$27.9K 0.01%
250
418
$27.8K 0.01%
426
+3
419
$27.7K 0.01%
315
+1
420
$27.7K 0.01%
1,609
+14
421
$27.6K 0.01%
372
+2
422
$27.6K 0.01%
67
423
$27.5K 0.01%
691
+2
424
$27.4K 0.01%
665
+5
425
$27.3K 0.01%
156
15 16
17
18 19