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
526
$2.88K ﹤0.01%
58
527
$2.86K ﹤0.01%
21
528
$2.83K ﹤0.01%
38
-339
529
$2.78K ﹤0.01%
+100
530
$2.77K ﹤0.01%
676
531
$2.75K ﹤0.01%
+60
532
$2.71K ﹤0.01%
60
533
$2.71K ﹤0.01%
20
534
$2.7K ﹤0.01%
1,500
-249
535
$2.68K ﹤0.01%
106
536
$2.64K ﹤0.01%
52
537
$2.6K ﹤0.01%
151
+2
538
$2.6K ﹤0.01%
32
-78
539
$2.59K ﹤0.01%
120
540
$2.56K ﹤0.01%
19
541
$2.53K ﹤0.01%
58
542
$2.53K ﹤0.01%
65
+10
543
$2.51K ﹤0.01%
20
544
$2.49K ﹤0.01%
30
545
$2.47K ﹤0.01%
119
+2
546
$2.46K ﹤0.01%
66
+1
547
$2.44K ﹤0.01%
20
548
$2.42K ﹤0.01%
1,500
+1,100
549
$2.4K ﹤0.01%
30
550
$2.4K ﹤0.01%
18
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