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
526
$23.3K 0.01%
476
527
$23.3K 0.01%
64
528
$23.3K 0.01%
103
529
$23.2K 0.01%
248
+1
530
$23.2K 0.01%
116
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531
$23.2K 0.01%
577
+6
532
$23.2K 0.01%
649
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533
$23.1K 0.01%
191
534
$23K 0.01%
879
+3
535
$23K 0.01%
454
+4
536
$23K 0.01%
603
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537
$23K 0.01%
461
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538
$23K 0.01%
509
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539
$22.9K 0.01%
741
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$22.8K 0.01%
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$22.7K 0.01%
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$22.7K 0.01%
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$22.7K 0.01%
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$22.6K 0.01%
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546
$22.6K 0.01%
212
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$22.6K 0.01%
1,292
+1
548
$22.5K 0.01%
268
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549
$22.5K 0.01%
158
550
$22.5K 0.01%
516
+3