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
426
$3.04K ﹤0.01%
500
427
$3.01K ﹤0.01%
150
428
$2.98K ﹤0.01%
30
429
$2.92K ﹤0.01%
+625
430
$2.9K ﹤0.01%
31
431
$2.86K ﹤0.01%
7
432
$2.78K ﹤0.01%
20
433
$2.73K ﹤0.01%
20
434
$2.69K ﹤0.01%
15
435
$2.64K ﹤0.01%
15
436
$2.6K ﹤0.01%
+75
437
$2.52K ﹤0.01%
20
438
$2.51K ﹤0.01%
137
+3
439
$2.51K ﹤0.01%
31
440
$2.51K ﹤0.01%
70
441
$2.48K ﹤0.01%
600
442
$2.46K ﹤0.01%
26
443
$2.44K ﹤0.01%
58
444
$2.41K ﹤0.01%
39
445
$2.39K ﹤0.01%
413
446
$2.37K ﹤0.01%
133
-70
447
$2.34K ﹤0.01%
20
448
$2.31K ﹤0.01%
19
-94
449
$2.31K ﹤0.01%
55
+1
450
$2.3K ﹤0.01%
26
16 17
18
19 20