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
476
$1.72K ﹤0.01%
70
477
$1.7K ﹤0.01%
20
478
$1.7K ﹤0.01%
41
-90
479
$1.67K ﹤0.01%
50
480
$1.64K ﹤0.01%
373
481
$1.64K ﹤0.01%
+30
482
$1.62K ﹤0.01%
5
483
$1.52K ﹤0.01%
56
484
$1.52K ﹤0.01%
25
485
$1.48K ﹤0.01%
50
486
$1.48K ﹤0.01%
137
+1
487
$1.45K ﹤0.01%
30
488
$1.44K ﹤0.01%
11
-1
489
$1.43K ﹤0.01%
+100
490
$1.43K ﹤0.01%
7
491
$1.4K ﹤0.01%
50
492
$1.4K ﹤0.01%
150
493
$1.4K ﹤0.01%
205
+1
494
$1.4K ﹤0.01%
608
495
$1.4K ﹤0.01%
20
496
$1.38K ﹤0.01%
83
+1
497
$1.38K ﹤0.01%
1,250
498
$1.37K ﹤0.01%
55
499
$1.35K ﹤0.01%
51
500
$1.34K ﹤0.01%
14
18 19
20
21 22