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
$143M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
699
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$1.01M
3
+$466K
4
PYPL icon
PayPal
PYPL
+$452K
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$345K

Top Sells

1
+$15.1M
2
+$7.91M
3
+$2.28M
4
DKNG icon
DraftKings
DKNG
+$504K
5
CSCO icon
Cisco
CSCO
+$270K

Sector Composition

1 Financials 5.79%
2 Technology 3.23%
3 Consumer Discretionary 2.43%
4 Healthcare 1.85%
5 Industrials 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$468K 0.33%
3,257
+306
27
$454K 0.32%
3,218
+863
28
$446K 0.31%
1,505
+180
29
$445K 0.31%
6,860
-665
30
$430K 0.3%
2,521
-202
31
$418K 0.29%
8,790
+97
32
$412K 0.29%
8,943
-1,702
33
$376K 0.26%
1,874
+63
34
$372K 0.26%
1,934
-11,861
35
$357K 0.25%
752
+23
36
$348K 0.24%
528
+1
37
$348K 0.24%
3,879
-3,017
38
$338K 0.24%
977
+35
39
$334K 0.23%
3,065
+298
40
$325K 0.23%
1,351
+355
41
$325K 0.23%
7,100
42
$322K 0.23%
7,435
+810
43
$320K 0.22%
4,547
-35
44
$318K 0.22%
1,278
+450
45
$318K 0.22%
1,074
+78
46
$310K 0.22%
2,366
+206
47
$307K 0.21%
604
+71
48
$297K 0.21%
1,748
+474
49
$287K 0.2%
2,362
+5
50
$286K 0.2%
3,130
+11
1
2
3 4 5