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
401
$29.2K 0.01%
611
402
$29.1K 0.01%
399
+2
403
$29.1K 0.01%
697
+9
404
$29.1K 0.01%
1,362
-637
405
$29.1K 0.01%
230
406
$29K 0.01%
48
+1
407
$29K 0.01%
562
+8
408
$29K 0.01%
805
+6
409
$29K 0.01%
251
+1
410
$29K 0.01%
254
+2
411
$28.9K 0.01%
469
+4
412
$28.8K 0.01%
724
+1
413
$28.8K 0.01%
432
+3
414
$28.8K 0.01%
348
+1
415
$28.7K 0.01%
185
416
$28.7K 0.01%
819
417
$28.7K 0.01%
270
+1
418
$28.7K 0.01%
162
-22
419
$28.6K 0.01%
509
+2
420
$28.6K 0.01%
198
421
$28.5K 0.01%
521
+4
422
$28.5K 0.01%
+286
423
$28.4K 0.01%
83
424
$28.4K 0.01%
495
+9
425
$28.4K 0.01%
211
15 16
17
18 19