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
$121M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
770
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$11.4M
3
+$619K
4
PYPL icon
PayPal
PYPL
+$551K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$440K

Top Sells

1
+$2.68M
2
+$408K
3
+$407K
4
CRBN icon
iShares MSCI ACWI Low Carbon Target ETF
CRBN
+$142K
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$77K

Sector Composition

1 Technology 6.63%
2 Financials 5.19%
3 Consumer Discretionary 4.55%
4 Consumer Staples 3.15%
5 Healthcare 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$2K ﹤0.01%
68
+1
552
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15
553
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330
554
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20
555
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53
+1
556
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25
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557
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25
558
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30
559
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69
560
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54
561
$2K ﹤0.01%
600
562
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41
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67
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+1
565
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99
+1
566
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18
-132
567
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150
568
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54
569
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63
+1
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150
571
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+5
572
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321
+8
573
$2K ﹤0.01%
52
574
$2K ﹤0.01%
1,230
-181
575
$2K ﹤0.01%
90
21 22
23
24 25