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
$132M
AUM Growth
+$8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
831
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.99M
3
+$1.23M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$380K
5
AAPL icon
Apple
AAPL
+$371K

Top Sells

1
+$1.85M
2
+$578K
3
+$336K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$239K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$216K

Sector Composition

1 Technology 5.98%
2 Financials 4.82%
3 Consumer Discretionary 4.47%
4 Consumer Staples 3.13%
5 Healthcare 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$2.4K ﹤0.01%
355
552
$2.38K ﹤0.01%
90
553
$2.37K ﹤0.01%
8
+3
554
$2.35K ﹤0.01%
338
+9
555
$2.31K ﹤0.01%
67
556
$2.27K ﹤0.01%
142
557
$2.27K ﹤0.01%
69
+1
558
$2.21K ﹤0.01%
+100
559
$2.2K ﹤0.01%
25
560
$2.19K ﹤0.01%
15
561
$2.17K ﹤0.01%
37
562
$2.17K ﹤0.01%
56
563
$2.15K ﹤0.01%
70
+1
564
$2.14K ﹤0.01%
5
565
$2.14K ﹤0.01%
1,768
566
$2.12K ﹤0.01%
53
567
$2.12K ﹤0.01%
23
568
$2.11K ﹤0.01%
3
569
$2.1K ﹤0.01%
26
570
$2.08K ﹤0.01%
54
571
$2.06K ﹤0.01%
10
572
$2.04K ﹤0.01%
41
573
$2.02K ﹤0.01%
150
574
$2K ﹤0.01%
130
+2
575
$1.96K ﹤0.01%
90
21 22
23
24 25