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
426
$28.4K 0.01%
40
+1
427
$28.3K 0.01%
152
-6
428
$28.3K 0.01%
250
429
$28.3K 0.01%
187
+4
430
$28.2K 0.01%
250
+1
431
$28.2K 0.01%
56
432
$28.2K 0.01%
210
+1
433
$28.1K 0.01%
+915
434
$28K 0.01%
154
435
$27.9K 0.01%
477
-97
436
$27.8K 0.01%
368
437
$27.8K 0.01%
182
438
$27.8K 0.01%
758
439
$27.6K 0.01%
309
440
$27.5K 0.01%
5,627
+68
441
$27.4K 0.01%
174
442
$27.4K 0.01%
376
+2
443
$27.3K 0.01%
663
+7
444
$27.2K 0.01%
467
+1
445
$27.2K 0.01%
522
+1
446
$27.1K 0.01%
481
+2
447
$27K 0.01%
477
+1
448
$26.9K 0.01%
205
449
$26.9K 0.01%
640
+11
450
$26.9K 0.01%
85
+2
16 17
18
19 20