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
$189M
AUM Growth
+$1.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,290
New
Increased
Reduced
Closed

Top Buys

1 +$1.61M
2 +$1.23M
3 +$1.18M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$795K
5
BA icon
Boeing
BA
+$388K

Sector Composition

1 Technology 7.88%
2 Financials 6.64%
3 Consumer Discretionary 3.8%
4 Industrials 3.52%
5 Healthcare 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$27.3K 0.01%
211
-15
427
$27.3K 0.01%
171
428
$27.2K 0.01%
250
429
$27.1K 0.01%
48
430
$26.9K 0.01%
681
+8
431
$26.7K 0.01%
819
432
$26.7K 0.01%
1,189
433
$26.7K 0.01%
470
+11
434
$26.7K 0.01%
342
+4
435
$26.6K 0.01%
520
+2
436
$26.6K 0.01%
310
+1
437
$26.6K 0.01%
183
+1
438
$26.6K 0.01%
19
439
$26.5K 0.01%
780
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440
$26.5K 0.01%
496
441
$26.5K 0.01%
1,190
+6
442
$26.4K 0.01%
2,032
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443
$26.3K 0.01%
1,499
+720
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$26.3K 0.01%
56
445
$26.3K 0.01%
486
446
$26.3K 0.01%
478
+1
447
$26.2K 0.01%
1,663
+16
448
$26.2K 0.01%
+500
449
$26.2K 0.01%
581
+7
450
$26.2K 0.01%
124