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
476
$24.9K 0.01%
184
477
$24.9K 0.01%
1,272
+19
478
$24.9K 0.01%
778
+37
479
$24.9K 0.01%
1,121
+12
480
$24.8K 0.01%
83
481
$24.8K 0.01%
309
482
$24.8K 0.01%
574
+7
483
$24.8K 0.01%
334
-71
484
$24.8K 0.01%
568
+5
485
$24.7K 0.01%
91
486
$24.5K 0.01%
513
+5
487
$24.5K 0.01%
316
+3
488
$24.4K 0.01%
173
489
$24.4K 0.01%
1,398
+21
490
$24.4K 0.01%
368
491
$24.4K 0.01%
154
+1
492
$24.3K 0.01%
284
+1
493
$24.3K 0.01%
426
-15
494
$24.2K 0.01%
528
+6
495
$24.2K 0.01%
134
-4
496
$24.2K 0.01%
116
+1
497
$24.1K 0.01%
1,799
498
$24.1K 0.01%
445
+4
499
$24.1K 0.01%
151
+1
500
$24.1K 0.01%
198
18 19
20
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