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
$209M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,262
New
Increased
Reduced
Closed

Top Sells

1 +$412K
2 +$130K
3 +$109K
4
NVDA icon
NVIDIA
NVDA
+$103K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$90.7K

Sector Composition

1 Technology 7.1%
2 Financials 7%
3 Consumer Discretionary 3.63%
4 Industrials 3.37%
5 Healthcare 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$30.7K 0.01%
185
+1
402
$30.6K 0.01%
429
+3
403
$30.6K 0.01%
950
+18
404
$30.5K 0.01%
198
405
$30.4K 0.01%
1,515
+16
406
$30.3K 0.01%
171
407
$30.3K 0.01%
431
+1
408
$30.3K 0.01%
230
409
$30.3K 0.01%
782
+2
410
$30.3K 0.01%
688
+7
411
$30.3K 0.01%
466
+2
412
$30.3K 0.01%
1,622
+13
413
$30.2K 0.01%
385
414
$30.2K 0.01%
69
415
$30K 0.01%
91
416
$29.9K 0.01%
426
417
$29.9K 0.01%
132
418
$29.9K 0.01%
383
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419
$29.8K 0.01%
384
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420
$29.6K 0.01%
189
+1
421
$29.5K 0.01%
216
422
$29.5K 0.01%
1,289
+17
423
$29.5K 0.01%
116
424
$29.4K 0.01%
301
+1
425
$29.4K 0.01%
270
+65