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
$188M
AUM Growth
+$44.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,289
New
Increased
Reduced
Closed

Top Buys

1 +$11M
2 +$1.53M
3 +$1.16M
4
NVDA icon
NVIDIA
NVDA
+$1.12M
5
AMZN icon
Amazon
AMZN
+$806K

Top Sells

1 +$231K
2 +$181K
3 +$105K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$51.4K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$44.7K

Sector Composition

1 Technology 7.15%
2 Financials 6.98%
3 Consumer Discretionary 3.95%
4 Healthcare 3.57%
5 Industrials 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$26.5K 0.01%
+2,594
452
$26.5K 0.01%
+134
453
$26.5K 0.01%
+426
454
$26.4K 0.01%
322
+132
455
$26.4K 0.01%
+438
456
$26.4K 0.01%
409
457
$26.4K 0.01%
+198
458
$26.4K 0.01%
+158
459
$26.3K 0.01%
+47
460
$26.3K 0.01%
+1,109
461
$26.3K 0.01%
+667
462
$26.3K 0.01%
+1,347
463
$26.2K 0.01%
+153
464
$26K 0.01%
+450
465
$26K 0.01%
1,465
+1,051
466
$26K 0.01%
+574
467
$26K 0.01%
+150
468
$26K 0.01%
309
+289
469
$25.9K 0.01%
155
+88
470
$25.8K 0.01%
+400
471
$25.8K 0.01%
+1,856
472
$25.8K 0.01%
+121
473
$25.8K 0.01%
377
+217
474
$25.7K 0.01%
+340
475
$25.7K 0.01%
+64