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
$208M
AUM Growth
-$772K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,248
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$1.8M
3
+$1.05M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$246K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$99.5K

Top Sells

1
+$1.51M
2
+$731K
3
+$399K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$300K
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$265K

Sector Composition

1 Financials 7.1%
2 Technology 7.07%
3 Consumer Discretionary 3.81%
4 Industrials 3.21%
5 Healthcare 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$26.1K 0.01%
534
+13
477
$26.1K 0.01%
426
478
$26K 0.01%
168
+1
479
$25.9K 0.01%
1,438
+20
480
$25.9K 0.01%
722
-41
481
$25.9K 0.01%
5,043
482
$25.9K 0.01%
161
483
$25.8K 0.01%
532
484
$25.8K 0.01%
246
+1
485
$25.8K 0.01%
1,292
486
$25.7K 0.01%
209
-3
487
$25.7K 0.01%
76
488
$25.6K 0.01%
586
-24
489
$25.5K 0.01%
269
+1
490
$25.5K 0.01%
1,927
+37
491
$25.5K 0.01%
24
492
$25.4K 0.01%
934
+15
493
$25.4K 0.01%
204
+1
494
$25.4K 0.01%
331
+2
495
$25.4K 0.01%
593
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496
$25.3K 0.01%
127
497
$25.3K 0.01%
240
+56
498
$25.3K 0.01%
525
+9
499
$25.1K 0.01%
84
500
$25.1K 0.01%
247
18 19
20
21 22