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
$208M
AUM Growth
-$772K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,248
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$1.8M
3
+$1.05M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$246K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$99.5K

Top Sells

1
+$1.51M
2
+$731K
3
+$399K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$300K
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$265K

Sector Composition

1 Financials 7.1%
2 Technology 7.07%
3 Consumer Discretionary 3.81%
4 Industrials 3.21%
5 Healthcare 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$26.9K 0.01%
745
+3
452
$26.8K 0.01%
258
+6
453
$26.8K 0.01%
195
+1
454
$26.7K 0.01%
1,860
+17
455
$26.7K 0.01%
572
+5
456
$26.7K 0.01%
1,841
+24
457
$26.6K 0.01%
153
458
$26.6K 0.01%
65
+1
459
$26.5K 0.01%
541
-310
460
$26.5K 0.01%
1,307
+18
461
$26.5K 0.01%
85
462
$26.4K 0.01%
43
463
$26.4K 0.01%
972
+3
464
$26.4K 0.01%
297
+1
465
$26.4K 0.01%
536
+5
466
$26.3K 0.01%
422
+1
467
$26.3K 0.01%
236
468
$26.3K 0.01%
285
+1
469
$26.3K 0.01%
75
470
$26.2K 0.01%
695
+2
471
$26.1K 0.01%
139
472
$26.1K 0.01%
157
473
$26.1K 0.01%
458
-17
474
$26.1K 0.01%
1,293
+1
475
$26.1K 0.01%
689
+11
17 18
19
20 21