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
$189M
AUM Growth
+$1.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,290
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.23M
3
+$1.18M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$795K
5
BA icon
Boeing
BA
+$388K

Top Sells

1
+$3.15M
2
+$2.26M
3
+$362K
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$270K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$237K

Sector Composition

1 Technology 7.88%
2 Financials 6.64%
3 Consumer Discretionary 3.8%
4 Industrials 3.52%
5 Healthcare 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$653K 0.35%
5,279
+422
27
$641K 0.34%
3,168
-25
28
$638K 0.34%
751
+3
29
$637K 0.34%
703
-57
30
$614K 0.33%
5,182
+159
31
$564K 0.3%
22,199
+255
32
$544K 0.29%
3,169
+4
33
$540K 0.29%
1,723
+72
34
$532K 0.28%
2,922
+2,130
35
$526K 0.28%
2,656
-70
36
$509K 0.27%
12,808
+1,319
37
$503K 0.27%
1,972
+24
38
$498K 0.26%
7,950
+50
39
$481K 0.26%
1,445
+17
40
$480K 0.25%
7,548
+444
41
$474K 0.25%
9,967
+599
42
$450K 0.24%
1,020
+1
43
$449K 0.24%
826
+48
44
$444K 0.24%
3,038
+94
45
$440K 0.23%
1,279
-147
46
$430K 0.23%
5,542
+457
47
$429K 0.23%
2,009
+125
48
$424K 0.22%
2,322
+20
49
$420K 0.22%
8,860
+83
50
$403K 0.21%
5,963
-797
1
2
3 4 5