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
$252M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,662
New
Increased
Reduced
Closed

Top Sells

1 +$146K
2 +$117K
3 +$94K
4
TDIV icon
First Trust NASDAQ Technology Dividend Index Fund
TDIV
+$93.6K
5
MDT icon
Medtronic
MDT
+$51.8K

Sector Composition

1 Technology 8.53%
2 Financials 5.74%
3 Consumer Discretionary 3.24%
4 Industrials 2.95%
5 Healthcare 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SCHR icon
476
Schwab Intermediately-Term US Treasury ETF
SCHR
$11.5B
$22K 0.01%
881
+43
IP icon
477
International Paper
IP
$20.1B
$22K 0.01%
470
+1
WING icon
478
Wingstop
WING
$6.62B
$22K 0.01%
65
UFPI icon
479
UFP Industries
UFPI
$5.36B
$21.9K 0.01%
221
+1
DVAX icon
480
Dynavax Technologies
DVAX
$1.27B
$21.9K 0.01%
2,206
FHN icon
481
First Horizon
FHN
$10.6B
$21.9K 0.01%
1,032
+8
ACGL icon
482
Arch Capital
ACGL
$32.5B
$21.9K 0.01%
240
+5
ENB icon
483
Enbridge
ENB
$104B
$21.8K 0.01%
480
-544
TTEK icon
484
Tetra Tech
TTEK
$8.47B
$21.7K 0.01%
604
+1
UAL icon
485
United Airlines
UAL
$31.5B
$21.7K 0.01%
272
+10
BL icon
486
BlackLine
BL
$3.32B
$21.6K 0.01%
381
ENLT icon
487
Enlight Renewable Energy
ENLT
$4.54B
$21.6K 0.01%
949
GRMN icon
488
Garmin
GRMN
$38.7B
$21.6K 0.01%
103
-10
HLNE icon
489
Hamilton Lane
HLNE
$5.76B
$21.5K 0.01%
151
EAGG icon
490
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.18B
$21.4K 0.01%
451
+4
IQV icon
491
IQVIA
IQV
$35.8B
$21.4K 0.01%
136
SF icon
492
Stifel
SF
$12.4B
$21.4K 0.01%
207
+1
HWC icon
493
Hancock Whitney
HWC
$4.91B
$21.4K 0.01%
372
-15
GPC icon
494
Genuine Parts
GPC
$17.6B
$21.3K 0.01%
176
+1
TYL icon
495
Tyler Technologies
TYL
$19.9B
$21.3K 0.01%
36
+8
INGR icon
496
Ingredion
INGR
$6.91B
$21.3K 0.01%
157
+1
IYE icon
497
iShares US Energy ETF
IYE
$1.16B
$21.3K 0.01%
470
+3
SYY icon
498
Sysco
SYY
$36B
$21.2K 0.01%
280
+1
TQQQ icon
499
ProShares UltraPro QQQ
TQQQ
$28.6B
$21.2K 0.01%
256
+1
MTSI icon
500
MACOM Technology Solutions
MTSI
$12.7B
$21.2K 0.01%
148
+30