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
$111M
AUM Growth
+$6.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$4.95M
3
+$2.38M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.25M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.13M

Top Sells

1
+$3.14M
2
+$1.22M
3
+$936K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$470K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$315K

Sector Composition

1 Technology 8.58%
2 Financials 5.48%
3 Consumer Discretionary 5.47%
4 Consumer Staples 3.33%
5 Healthcare 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$2K ﹤0.01%
54
552
$2K ﹤0.01%
20
553
$2K ﹤0.01%
12
554
$2K ﹤0.01%
157
555
$2K ﹤0.01%
+87
556
$2K ﹤0.01%
44
557
$2K ﹤0.01%
25
558
$2K ﹤0.01%
50
559
$2K ﹤0.01%
67
560
$2K ﹤0.01%
60
561
$2K ﹤0.01%
26
562
$2K ﹤0.01%
149
+1
563
$2K ﹤0.01%
42
-1,541
564
$2K ﹤0.01%
15
565
$2K ﹤0.01%
103
+2
566
$2K ﹤0.01%
122
+1
567
$2K ﹤0.01%
+20
568
$2K ﹤0.01%
19
569
$2K ﹤0.01%
184
570
$2K ﹤0.01%
15
571
$2K ﹤0.01%
179
572
$2K ﹤0.01%
27
+14
573
$2K ﹤0.01%
105
+3
574
$2K ﹤0.01%
272
575
$2K ﹤0.01%
50
21 22
23
24 25