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
$132M
AUM Growth
+$8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
831
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.99M
3
+$1.23M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$380K
5
AAPL icon
Apple
AAPL
+$371K

Top Sells

1
+$1.85M
2
+$578K
3
+$336K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$239K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$216K

Sector Composition

1 Technology 5.98%
2 Financials 4.82%
3 Consumer Discretionary 4.47%
4 Consumer Staples 3.13%
5 Healthcare 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$3.43K ﹤0.01%
53
502
$3.4K ﹤0.01%
25
+8
503
$3.36K ﹤0.01%
206
504
$3.34K ﹤0.01%
210
-67
505
$3.34K ﹤0.01%
272
506
$3.33K ﹤0.01%
15
507
$3.33K ﹤0.01%
106
508
$3.31K ﹤0.01%
175
509
$3.31K ﹤0.01%
55
510
$3.24K ﹤0.01%
100
511
$3.23K ﹤0.01%
30
512
$3.11K ﹤0.01%
90
513
$3.1K ﹤0.01%
10
514
$3.08K ﹤0.01%
875
515
$3.07K ﹤0.01%
67
516
$3.04K ﹤0.01%
7
517
$3.04K ﹤0.01%
15
518
$3.03K ﹤0.01%
54
519
$2.99K ﹤0.01%
30
520
$2.99K ﹤0.01%
123
+1
521
$2.99K ﹤0.01%
83
522
$2.97K ﹤0.01%
50
523
$2.96K ﹤0.01%
50
+1
524
$2.96K ﹤0.01%
20
525
$2.89K ﹤0.01%
115
+2
19 20
21
22 23