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
426
$6.07K ﹤0.01%
136
+3
427
$6.01K ﹤0.01%
18
428
$5.95K ﹤0.01%
136
429
$5.95K ﹤0.01%
103
+1
430
$5.94K ﹤0.01%
107
431
$5.85K ﹤0.01%
41
432
$5.8K ﹤0.01%
14
+4
433
$5.77K ﹤0.01%
464
+109
434
$5.76K ﹤0.01%
+43
435
$5.73K ﹤0.01%
76
436
$5.71K ﹤0.01%
62
437
$5.7K ﹤0.01%
321
438
$5.68K ﹤0.01%
201
+1
439
$5.68K ﹤0.01%
66
440
$5.48K ﹤0.01%
22
441
$5.42K ﹤0.01%
39
+3
442
$5.33K ﹤0.01%
361
443
$5.23K ﹤0.01%
217
+1
444
$5.2K ﹤0.01%
104
445
$5.03K ﹤0.01%
306
+8
446
$5.02K ﹤0.01%
21
447
$4.99K ﹤0.01%
37
448
$4.98K ﹤0.01%
75
449
$4.95K ﹤0.01%
17
-44
450
$4.87K ﹤0.01%
100
16 17
18
19 20