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
$209M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,262
New
Increased
Reduced
Closed

Top Sells

1 +$412K
2 +$130K
3 +$109K
4
NVDA icon
NVIDIA
NVDA
+$103K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$90.7K

Sector Composition

1 Technology 7.1%
2 Financials 7%
3 Consumer Discretionary 3.63%
4 Industrials 3.37%
5 Healthcare 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$27.8K 0.01%
500
452
$27.8K 0.01%
55
453
$27.7K 0.01%
56
454
$27.6K 0.01%
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455
$27.6K 0.01%
678
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$27.6K 0.01%
47
457
$27.5K 0.01%
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$27.5K 0.01%
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459
$27.5K 0.01%
446
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$27.5K 0.01%
317
-16
461
$27.4K 0.01%
742
+5
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$27.4K 0.01%
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$27.4K 0.01%
432
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$27K 0.01%
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467
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$26.9K 0.01%
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$26.9K 0.01%
1,890
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$26.8K 0.01%
199
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$26.8K 0.01%
48
474
$26.8K 0.01%
268
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$26.8K 0.01%
567
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