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
$143M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
699
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$1.01M
3
+$466K
4
PYPL icon
PayPal
PYPL
+$452K
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$345K

Top Sells

1
+$15.1M
2
+$7.91M
3
+$2.28M
4
DKNG icon
DraftKings
DKNG
+$504K
5
CSCO icon
Cisco
CSCO
+$270K

Sector Composition

1 Financials 5.79%
2 Technology 3.23%
3 Consumer Discretionary 2.43%
4 Healthcare 1.85%
5 Industrials 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$1.31K ﹤0.01%
+30
502
$1.31K ﹤0.01%
30
503
$1.27K ﹤0.01%
75
+50
504
$1.27K ﹤0.01%
25
-26
505
$1.24K ﹤0.01%
+60
506
$1.2K ﹤0.01%
41
-17
507
$1.18K ﹤0.01%
7
508
$1.17K ﹤0.01%
75
509
$1.17K ﹤0.01%
50
510
$1.13K ﹤0.01%
51
511
$1.13K ﹤0.01%
45
512
$1.13K ﹤0.01%
10
513
$1.12K ﹤0.01%
104
-5
514
$1.11K ﹤0.01%
9
515
$1.09K ﹤0.01%
130
516
$1.05K ﹤0.01%
13
517
$1.05K ﹤0.01%
12
518
$1.04K ﹤0.01%
3
519
$1.02K ﹤0.01%
50
520
$983 ﹤0.01%
20
521
$976 ﹤0.01%
25
-25
522
$976 ﹤0.01%
68
+1
523
$970 ﹤0.01%
+25
524
$961 ﹤0.01%
71
-99
525
$922 ﹤0.01%
30
19 20
21
22 23