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
526
$25.1K 0.01%
1,843
+26
527
$25.1K 0.01%
507
+2
528
$25.1K 0.01%
173
529
$25.1K 0.01%
459
+5
530
$25K 0.01%
281
+2
531
$25K 0.01%
201
532
$24.9K 0.01%
294
+1
533
$24.9K 0.01%
383
+31
534
$24.9K 0.01%
462
+1
535
$24.9K 0.01%
311
+2
536
$24.9K 0.01%
1,418
+20
537
$24.9K 0.01%
245
+1
538
$24.9K 0.01%
252
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539
$24.8K 0.01%
487
+183
540
$24.8K 0.01%
67
-4
541
$24.8K 0.01%
629
542
$24.8K 0.01%
83
543
$24.7K 0.01%
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544
$24.5K 0.01%
479
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545
$24.5K 0.01%
136
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546
$24.5K 0.01%
366
547
$24.5K 0.01%
689
548
$24.5K 0.01%
128
+1
549
$24.4K 0.01%
126
550
$24.4K 0.01%
467