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
$189M
AUM Growth
+$1.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,290
New
Increased
Reduced
Closed

Top Buys

1 +$1.61M
2 +$1.23M
3 +$1.18M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$795K
5
BA icon
Boeing
BA
+$388K

Sector Composition

1 Technology 7.88%
2 Financials 6.64%
3 Consumer Discretionary 3.8%
4 Industrials 3.52%
5 Healthcare 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$24K 0.01%
1,856
502
$24K 0.01%
562
+6
503
$24K 0.01%
300
+1
504
$24K 0.01%
131
505
$24K 0.01%
419
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506
$23.9K 0.01%
340
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507
$23.9K 0.01%
187
508
$23.8K 0.01%
327
+2
509
$23.7K 0.01%
156
+1
510
$23.7K 0.01%
55
511
$23.6K 0.01%
440
-100
512
$23.6K 0.01%
333
+4
513
$23.6K 0.01%
426
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$23.6K 0.01%
244
515
$23.6K 0.01%
167
516
$23.6K 0.01%
442
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$23.5K 0.01%
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$23.4K 0.01%
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$23.4K 0.01%
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$23.4K 0.01%
726
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672
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523
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467
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$23.3K 0.01%
623
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525
$23.3K 0.01%
127
+1