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
$279M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,625
New
Increased
Reduced
Closed

Top Buys

1 +$17.4M
2 +$14M
3 +$13M
4
VTV icon
Vanguard Value ETF
VTV
+$2.74M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.54M

Top Sells

1 +$27.1M
2 +$13.6M
3 +$707K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$603K
5
MU icon
Micron Technology
MU
+$323K

Sector Composition

1 Technology 8.61%
2 Financials 5.25%
3 Consumer Discretionary 3.24%
4 Industrials 2.87%
5 Healthcare 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WTW icon
551
Willis Towers Watson
WTW
$31.5B
$20.7K 0.01%
60
+4
UFPI icon
552
UFP Industries
UFPI
$6.29B
$20.7K 0.01%
221
NYT icon
553
New York Times
NYT
$11.6B
$20.7K 0.01%
360
+1
HOMB icon
554
Home BancShares
HOMB
$5.68B
$20.5K 0.01%
726
AR icon
555
Antero Resources
AR
$9.98B
$20.5K 0.01%
612
VMI icon
556
Valmont Industries
VMI
$8.74B
$20.5K 0.01%
53
BBT
557
Beacon Financial Corp
BBT
$2.31B
$20.5K 0.01%
864
+20
HLNE icon
558
Hamilton Lane
HLNE
$6.72B
$20.4K 0.01%
152
+1
CWST icon
559
Casella Waste Systems
CWST
$6.74B
$20.4K 0.01%
215
IRM icon
560
Iron Mountain
IRM
$28.4B
$20.4K 0.01%
200
+6
OHI icon
561
Omega Healthcare
OHI
$13.2B
$20.4K 0.01%
483
+21
WAL icon
562
Western Alliance Bancorporation
WAL
$9.73B
$20.4K 0.01%
235
PLYM
563
Plymouth Industrial REIT
PLYM
$974M
$20.3K 0.01%
910
VRSK icon
564
Verisk Analytics
VRSK
$30.7B
$20.3K 0.01%
81
+8
SHM icon
565
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.52B
$20.3K 0.01%
420
+3
VAL icon
566
Valaris
VAL
$3.76B
$20.2K 0.01%
415
SATS icon
567
EchoStar
SATS
$35.5B
$20.2K 0.01%
265
BL icon
568
BlackLine
BL
$3.13B
$20.2K 0.01%
381
AA icon
569
Alcoa
AA
$15.6B
$20.2K 0.01%
615
+2
TTEK icon
570
Tetra Tech
TTEK
$9.73B
$20.2K 0.01%
605
+1
FTHY
571
First Trust High Yield Opportunities 2027 Term Fund
FTHY
$521M
$20.2K 0.01%
1,394
+35
SLAB icon
572
Silicon Laboratories
SLAB
$4.89B
$20.2K 0.01%
154
SUB icon
573
iShares Short-Term National Muni Bond ETF
SUB
$10.5B
$20.1K 0.01%
189
+2
CHTR icon
574
Charter Communications
CHTR
$24.6B
$20.1K 0.01%
73
+5
PCH icon
575
PotlatchDeltic
PCH
$3.51B
$20K 0.01%
491
+1