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
$132M
AUM Growth
+$8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
831
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.99M
3
+$1.23M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$380K
5
AAPL icon
Apple
AAPL
+$371K

Top Sells

1
+$1.85M
2
+$578K
3
+$336K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$239K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$216K

Sector Composition

1 Technology 5.98%
2 Financials 4.82%
3 Consumer Discretionary 4.47%
4 Consumer Staples 3.13%
5 Healthcare 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$548K 0.41%
10,891
+425
27
$532K 0.4%
4,668
+10
28
$509K 0.38%
3,208
+56
29
$503K 0.38%
10,925
-4,690
30
$491K 0.37%
21,276
+39
31
$486K 0.37%
4,565
+383
32
$482K 0.36%
9,730
-3,188
33
$459K 0.35%
7,408
34
$451K 0.34%
16,740
35
$448K 0.34%
9,117
-465
36
$430K 0.32%
2,791
-95
37
$419K 0.32%
2,628
+6
38
$384K 0.29%
3,720
-22
39
$378K 0.29%
9,262
+706
40
$376K 0.28%
13,520
41
$370K 0.28%
1,322
+167
42
$363K 0.27%
1,814
+1
43
$346K 0.26%
841
-37
44
$333K 0.25%
11,627
-168
45
$320K 0.24%
2,476
+5
46
$319K 0.24%
6,545
-479
47
$313K 0.24%
5,995
+879
48
$312K 0.24%
3,077
-97
49
$291K 0.22%
1,633
-5
50
$291K 0.22%
3,499
-82
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