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
$143M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
699
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$1.01M
3
+$466K
4
PYPL icon
PayPal
PYPL
+$452K
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$345K

Top Sells

1
+$15.1M
2
+$7.91M
3
+$2.28M
4
DKNG icon
DraftKings
DKNG
+$504K
5
CSCO icon
Cisco
CSCO
+$270K

Sector Composition

1 Financials 5.79%
2 Technology 3.23%
3 Consumer Discretionary 2.43%
4 Healthcare 1.85%
5 Industrials 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$2.3K ﹤0.01%
142
452
$2.27K ﹤0.01%
22
-5
453
$2.25K ﹤0.01%
17
+7
454
$2.25K ﹤0.01%
58
455
$2.24K ﹤0.01%
5
-1
456
$2.22K ﹤0.01%
370
+11
457
$2.17K ﹤0.01%
6
458
$2.17K ﹤0.01%
19
459
$2.14K ﹤0.01%
90
460
$2.13K ﹤0.01%
245
-226
461
$2.12K ﹤0.01%
22
462
$2.11K ﹤0.01%
16
463
$2.11K ﹤0.01%
25
464
$2.1K ﹤0.01%
19
465
$2.06K ﹤0.01%
158
+3
466
$2.03K ﹤0.01%
5
467
$2.01K ﹤0.01%
330
468
$2K ﹤0.01%
+38
469
$1.92K ﹤0.01%
72
+1
470
$1.91K ﹤0.01%
7
471
$1.87K ﹤0.01%
60
472
$1.85K ﹤0.01%
100
473
$1.84K ﹤0.01%
15
-15
474
$1.82K ﹤0.01%
25
475
$1.82K ﹤0.01%
71
+1
17 18
19
20 21