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
$209M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,262
New
Increased
Reduced
Closed

Top Sells

1 +$412K
2 +$130K
3 +$109K
4
NVDA icon
NVIDIA
NVDA
+$103K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$90.7K

Sector Composition

1 Technology 7.1%
2 Financials 7%
3 Consumer Discretionary 3.63%
4 Industrials 3.37%
5 Healthcare 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$25.9K 0.01%
154
502
$25.9K 0.01%
582
+5
503
$25.8K 0.01%
637
+6
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$25.7K 0.01%
395
+1
505
$25.7K 0.01%
756
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506
$25.6K 0.01%
236
+1
507
$25.6K 0.01%
161
508
$25.6K 0.01%
440
509
$25.6K 0.01%
1,292
510
$25.5K 0.01%
205
511
$25.5K 0.01%
486
512
$25.4K 0.01%
192
+1
513
$25.4K 0.01%
121
514
$25.4K 0.01%
443
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$25.3K 0.01%
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$25.3K 0.01%
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517
$25.3K 0.01%
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$25.3K 0.01%
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$25.2K 0.01%
531
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$25.2K 0.01%
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84
523
$25.1K 0.01%
229
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$25.1K 0.01%
24
525
$25.1K 0.01%
103