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
$132M
AUM Growth
+$8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
831
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.99M
3
+$1.23M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$380K
5
AAPL icon
Apple
AAPL
+$371K

Top Sells

1
+$1.85M
2
+$578K
3
+$336K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$239K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$216K

Sector Composition

1 Technology 5.98%
2 Financials 4.82%
3 Consumer Discretionary 4.47%
4 Consumer Staples 3.13%
5 Healthcare 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$4.86K ﹤0.01%
130
452
$4.8K ﹤0.01%
72
453
$4.75K ﹤0.01%
100
454
$4.74K ﹤0.01%
+118
455
$4.67K ﹤0.01%
92
+1
456
$4.66K ﹤0.01%
78
-59
457
$4.64K ﹤0.01%
236
458
$4.62K ﹤0.01%
135
459
$4.61K ﹤0.01%
96
460
$4.59K ﹤0.01%
25
461
$4.58K ﹤0.01%
117
462
$4.56K ﹤0.01%
330
463
$4.53K ﹤0.01%
168
464
$4.47K ﹤0.01%
128
465
$4.46K ﹤0.01%
43
+23
466
$4.45K ﹤0.01%
14
467
$4.44K ﹤0.01%
379
468
$4.41K ﹤0.01%
606
469
$4.38K ﹤0.01%
120
+2
470
$4.37K ﹤0.01%
19
471
$4.31K ﹤0.01%
44
+8
472
$4.27K ﹤0.01%
557
+35
473
$4.22K ﹤0.01%
130
-30
474
$4.2K ﹤0.01%
27
475
$4.2K ﹤0.01%
81
17 18
19
20 21