RA

Rise Advisors Portfolio holdings

AUM $280M
1-Year Est. Return 14.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$252M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,662
New
Increased
Reduced
Closed

Top Sells

1 +$138K
2 +$111K
3 +$94K
4
TDIV icon
First Trust NASDAQ Technology Dividend Index Fund
TDIV
+$81.5K
5
MDT icon
Medtronic
MDT
+$50.4K

Sector Composition

1 Technology 8.53%
2 Financials 5.74%
3 Consumer Discretionary 3.24%
4 Industrials 2.96%
5 Healthcare 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$24.1K 0.01%
730
427
$24.1K 0.01%
491
428
$24.1K 0.01%
219
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429
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413
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$24K 0.01%
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433
$23.9K 0.01%
72
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$23.9K 0.01%
323
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$23.9K 0.01%
62
436
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187
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$23.8K 0.01%
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430
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$23.3K 0.01%
91