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
$252M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,662
New
Increased
Reduced
Closed

Top Sells

1 +$146K
2 +$117K
3 +$94K
4
TDIV icon
First Trust NASDAQ Technology Dividend Index Fund
TDIV
+$93.6K
5
MDT icon
Medtronic
MDT
+$51.8K

Sector Composition

1 Technology 8.53%
2 Financials 5.74%
3 Consumer Discretionary 3.24%
4 Industrials 2.95%
5 Healthcare 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NDAQ icon
451
Nasdaq
NDAQ
$49.8B
$23.2K 0.01%
260
+25
TMHC icon
452
Taylor Morrison
TMHC
$5.8B
$23.2K 0.01%
377
-16
BRT
453
BRT Apartments
BRT
$263M
$23.1K 0.01%
1,480
+22
KHC icon
454
Kraft Heinz
KHC
$28.7B
$23.1K 0.01%
895
+11
EBAY icon
455
eBay
EBAY
$37.9B
$23.1K 0.01%
310
-7
SGI
456
Somnigroup International
SGI
$19.2B
$23K 0.01%
338
+1
RKLB icon
457
Rocket Lab Corp
RKLB
$25B
$22.9K 0.01%
641
-27
WBD icon
458
Warner Bros
WBD
$56.2B
$22.8K 0.01%
1,991
EVR icon
459
Evercore
EVR
$11.9B
$22.8K 0.01%
84
ARMK icon
460
Aramark
ARMK
$9.94B
$22.7K 0.01%
543
+1
GGG icon
461
Graco
GGG
$13.5B
$22.7K 0.01%
264
+1
SLAB icon
462
Silicon Laboratories
SLAB
$4.15B
$22.7K 0.01%
154
+29
WAB icon
463
Wabtec
WAB
$35.3B
$22.7K 0.01%
108
+10
VRSK icon
464
Verisk Analytics
VRSK
$29.9B
$22.6K 0.01%
73
CG icon
465
Carlyle Group
CG
$18.9B
$22.6K 0.01%
439
CP icon
466
Canadian Pacific Kansas City
CP
$63.9B
$22.5K 0.01%
+284
CNH
467
CNH Industrial
CNH
$12.1B
$22.5K 0.01%
1,734
HPE icon
468
Hewlett Packard
HPE
$30.9B
$22.4K 0.01%
1,097
+16
CCL icon
469
Carnival Corp
CCL
$35.1B
$22.4K 0.01%
797
-142
TEL icon
470
TE Connectivity
TEL
$71.4B
$22.3K 0.01%
132
OC icon
471
Owens Corning
OC
$8.56B
$22.3K 0.01%
162
+1
RRX icon
472
Regal Rexnord
RRX
$9.03B
$22.2K 0.01%
153
MKSI icon
473
MKS Inc
MKSI
$10.4B
$22.2K 0.01%
223
+50
ETR icon
474
Entergy
ETR
$43.4B
$22.2K 0.01%
267
+8
WBS icon
475
Webster Financial
WBS
$9.49B
$22.1K 0.01%
405
+5