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
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
650
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$8.42M
3
+$6.73M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$4.93M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$4.78M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.77%
2 Consumer Discretionary 6.46%
3 Financials 5.19%
4 Consumer Staples 3.55%
5 Healthcare 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$1.68K ﹤0.01%
+102
552
$1.68K ﹤0.01%
+15
553
$1.66K ﹤0.01%
+12
554
$1.65K ﹤0.01%
+7
555
$1.64K ﹤0.01%
+11
556
$1.63K ﹤0.01%
+30
557
$1.63K ﹤0.01%
+12
558
$1.63K ﹤0.01%
+54
559
$1.63K ﹤0.01%
+14
560
$1.61K ﹤0.01%
+3
561
$1.58K ﹤0.01%
+74
562
$1.56K ﹤0.01%
+10
563
$1.55K ﹤0.01%
+20
564
$1.51K ﹤0.01%
+3
565
$1.51K ﹤0.01%
+6
566
$1.49K ﹤0.01%
+50
567
$1.46K ﹤0.01%
+100
568
$1.43K ﹤0.01%
+27
569
$1.43K ﹤0.01%
+5
570
$1.41K ﹤0.01%
+200
571
$1.41K ﹤0.01%
+8
572
$1.4K ﹤0.01%
+10
573
$1.38K ﹤0.01%
+30
574
$1.37K ﹤0.01%
+111
575
$1.35K ﹤0.01%
+157
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