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
$188M
AUM Growth
+$44.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,289
New
Increased
Reduced
Closed

Top Buys

1 +$11M
2 +$1.53M
3 +$1.16M
4
NVDA icon
NVIDIA
NVDA
+$1.12M
5
AMZN icon
Amazon
AMZN
+$806K

Top Sells

1 +$231K
2 +$181K
3 +$105K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$51.4K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$44.7K

Sector Composition

1 Technology 7.15%
2 Financials 6.98%
3 Consumer Discretionary 3.95%
4 Healthcare 3.57%
5 Industrials 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$25.7K 0.01%
+299
477
$25.7K 0.01%
+40
478
$25.6K 0.01%
225
+1
479
$25.6K 0.01%
+876
480
$25.5K 0.01%
212
+203
481
$25.5K 0.01%
+250
482
$25.4K 0.01%
327
+3
483
$25.4K 0.01%
+1,647
484
$25.3K 0.01%
+491
485
$25.3K 0.01%
+778
486
$25.3K 0.01%
+19
487
$25.3K 0.01%
+459
488
$25.2K 0.01%
195
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489
$25.2K 0.01%
+321
490
$25.2K 0.01%
151
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491
$25.2K 0.01%
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492
$25.1K 0.01%
+2,009
493
$25K 0.01%
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494
$25K 0.01%
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495
$25K 0.01%
+393
496
$24.9K 0.01%
+173
497
$24.9K 0.01%
334
+192
498
$24.9K 0.01%
+173
499
$24.9K 0.01%
+611
500
$24.8K 0.01%
+380