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
$209M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,262
New
Increased
Reduced
Closed

Top Sells

1 +$412K
2 +$130K
3 +$109K
4
NVDA icon
NVIDIA
NVDA
+$103K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$90.7K

Sector Composition

1 Technology 7.1%
2 Financials 7%
3 Consumer Discretionary 3.63%
4 Industrials 3.37%
5 Healthcare 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$26.8K 0.01%
374
477
$26.7K 0.01%
693
+2
478
$26.7K 0.01%
573
+5
479
$26.7K 0.01%
147
480
$26.7K 0.01%
139
+1
481
$26.6K 0.01%
2,617
+23
482
$26.6K 0.01%
194
+2
483
$26.6K 0.01%
516
+7
484
$26.5K 0.01%
517
+4
485
$26.4K 0.01%
336
+3
486
$26.4K 0.01%
305
+2
487
$26.4K 0.01%
480
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488
$26.4K 0.01%
185
-18
489
$26.4K 0.01%
250
490
$26.3K 0.01%
198
491
$26.3K 0.01%
419
492
$26.2K 0.01%
249
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$26.2K 0.01%
229
494
$26.1K 0.01%
519
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$26.1K 0.01%
1,132
+11
496
$26.1K 0.01%
882
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497
$26.1K 0.01%
1,679
+16
498
$26K 0.01%
476
+2
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$25.9K 0.01%
158
+2
500
$25.9K 0.01%
175
+1