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
$189M
AUM Growth
+$1.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,290
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.23M
3
+$1.18M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$795K
5
BA icon
Boeing
BA
+$388K

Top Sells

1
+$3.15M
2
+$2.26M
3
+$362K
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$270K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$237K

Sector Composition

1 Technology 7.88%
2 Financials 6.64%
3 Consumer Discretionary 3.8%
4 Industrials 3.52%
5 Healthcare 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$26.2K 0.01%
190
-10
452
$26.2K 0.01%
413
+3
453
$26.1K 0.01%
445
454
$26.1K 0.01%
310
-12
455
$26.1K 0.01%
177
456
$26.1K 0.01%
138
457
$25.9K 0.01%
199
+1
458
$25.9K 0.01%
251
459
$25.8K 0.01%
339
+3
460
$25.8K 0.01%
346
+1
461
$25.7K 0.01%
1,352
+5
462
$25.6K 0.01%
374
463
$25.6K 0.01%
332
+5
464
$25.6K 0.01%
474
+2
465
$25.5K 0.01%
932
+21
466
$25.5K 0.01%
31
467
$25.5K 0.01%
385
468
$25.4K 0.01%
382
+2
469
$25.4K 0.01%
260
-20
470
$25.3K 0.01%
366
471
$25.3K 0.01%
39
472
$25.3K 0.01%
394
+1
473
$25.2K 0.01%
173
474
$25K 0.01%
102
475
$25K 0.01%
230
17 18
19
20 21