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
$188M
AUM Growth
+$44.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,289
New
Increased
Reduced
Closed

Top Buys

1 +$11M
2 +$1.53M
3 +$1.16M
4
NVDA icon
NVIDIA
NVDA
+$1.12M
5
AMZN icon
Amazon
AMZN
+$806K

Top Sells

1 +$231K
2 +$181K
3 +$105K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$51.4K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$44.7K

Sector Composition

1 Technology 7.15%
2 Financials 6.98%
3 Consumer Discretionary 3.95%
4 Healthcare 3.57%
5 Industrials 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$27.4K 0.01%
+459
427
$27.4K 0.01%
+318
428
$27.4K 0.01%
+261
429
$27.4K 0.01%
+345
430
$27.3K 0.01%
+702
431
$27.3K 0.01%
+602
432
$27.3K 0.01%
+476
433
$27.2K 0.01%
472
+454
434
$27.2K 0.01%
+423
435
$27.2K 0.01%
+291
436
$27.2K 0.01%
+135
437
$27.2K 0.01%
+126
438
$27.1K 0.01%
+67
439
$27K 0.01%
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440
$27K 0.01%
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441
$27K 0.01%
+48
442
$26.9K 0.01%
+247
443
$26.9K 0.01%
+177
444
$26.9K 0.01%
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445
$26.9K 0.01%
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446
$26.9K 0.01%
+1,184
447
$26.8K 0.01%
+892
448
$26.7K 0.01%
+182
449
$26.6K 0.01%
+720
450
$26.5K 0.01%
+713