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
476
$4.16K ﹤0.01%
164
477
$4.16K ﹤0.01%
213
478
$4.15K ﹤0.01%
56
+1
479
$4.15K ﹤0.01%
27
480
$4.15K ﹤0.01%
40
+26
481
$4.08K ﹤0.01%
113
+1
482
$4.05K ﹤0.01%
96
+1
483
$4.04K ﹤0.01%
14
+5
484
$4.04K ﹤0.01%
328
+7
485
$4.03K ﹤0.01%
524
+10
486
$3.96K ﹤0.01%
65
487
$3.82K ﹤0.01%
145
488
$3.78K ﹤0.01%
50
-29
489
$3.75K ﹤0.01%
201
490
$3.71K ﹤0.01%
705
491
$3.69K ﹤0.01%
20
492
$3.65K ﹤0.01%
150
493
$3.64K ﹤0.01%
26
494
$3.59K ﹤0.01%
110
+1
495
$3.55K ﹤0.01%
22
496
$3.54K ﹤0.01%
123
+1
497
$3.53K ﹤0.01%
110
-960
498
$3.5K ﹤0.01%
71
+1
499
$3.47K ﹤0.01%
+167
500
$3.45K ﹤0.01%
638
+12
18 19
20
21 22