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
$252M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,662
New
Increased
Reduced
Closed

Top Sells

1 +$146K
2 +$117K
3 +$94K
4
TDIV icon
First Trust NASDAQ Technology Dividend Index Fund
TDIV
+$93.6K
5
MDT icon
Medtronic
MDT
+$51.8K

Sector Composition

1 Technology 8.53%
2 Financials 5.74%
3 Consumer Discretionary 3.24%
4 Industrials 2.95%
5 Healthcare 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HES
526
DELISTED
Hess
HES
$20.5K 0.01%
148
AVTR icon
527
Avantor
AVTR
$7.87B
$20.5K 0.01%
1,523
ALLY icon
528
Ally Financial
ALLY
$12.1B
$20.5K 0.01%
525
+4
EFX icon
529
Equifax
EFX
$25.4B
$20.4K 0.01%
79
CELH icon
530
Celsius Holdings
CELH
$10.7B
$20.4K 0.01%
439
+28
PEN icon
531
Penumbra
PEN
$10.4B
$20.3K 0.01%
79
SCHD icon
532
Schwab US Dividend Equity ETF
SCHD
$69.9B
$20.3K 0.01%
764
+7
AFG icon
533
American Financial Group
AFG
$11.9B
$20.2K 0.01%
160
+19
FTHY
534
First Trust High Yield Opportunities 2027 Term Fund
FTHY
$519M
$20.2K 0.01%
1,359
+35
NYT icon
535
New York Times
NYT
$9.96B
$20.1K 0.01%
359
+2
DD icon
536
DuPont de Nemours
DD
$16.7B
$20K 0.01%
292
+69
ELS icon
537
Equity Lifestyle Properties
ELS
$12B
$20K 0.01%
324
+11
SHM icon
538
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.44B
$20K 0.01%
417
-89
SYF icon
539
Synchrony
SYF
$26.4B
$20K 0.01%
299
+20
SUB icon
540
iShares Short-Term National Muni Bond ETF
SUB
$10.2B
$19.9K 0.01%
187
-54
MLM icon
541
Martin Marietta Materials
MLM
$36.8B
$19.9K 0.01%
36
+1
FCFS icon
542
FirstCash
FCFS
$7.09B
$19.9K 0.01%
147
LNTH icon
543
Lantheus
LNTH
$3.39B
$19.9K 0.01%
243
IRM icon
544
Iron Mountain
IRM
$30.8B
$19.9K 0.01%
194
+2
PLNT icon
545
Planet Fitness
PLNT
$8.83B
$19.8K 0.01%
182
VBTX
546
DELISTED
Veritex Holdings
VBTX
$19.8K 0.01%
760
JEF icon
547
Jefferies Financial Group
JEF
$11.2B
$19.8K 0.01%
363
+3
PR icon
548
Permian Resources
PR
$9.88B
$19.8K 0.01%
1,452
+156
BLD icon
549
TopBuild
BLD
$11.9B
$19.7K 0.01%
61
TXNM
550
TXNM Energy Inc
TXNM
$6.25B
$19.7K 0.01%
350
+3