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
$143M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
699
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$1.01M
3
+$466K
4
PYPL icon
PayPal
PYPL
+$452K
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$345K

Top Sells

1
+$15.1M
2
+$7.91M
3
+$2.28M
4
DKNG icon
DraftKings
DKNG
+$504K
5
CSCO icon
Cisco
CSCO
+$270K

Sector Composition

1 Financials 5.79%
2 Technology 3.23%
3 Consumer Discretionary 2.43%
4 Healthcare 1.85%
5 Industrials 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$638 ﹤0.01%
42
+1
552
$635 ﹤0.01%
3
553
$624 ﹤0.01%
17
554
$613 ﹤0.01%
10
555
$608 ﹤0.01%
10
556
$604 ﹤0.01%
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-14
557
$582 ﹤0.01%
11
558
$561 ﹤0.01%
70
559
$554 ﹤0.01%
11
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$543 ﹤0.01%
4
-6
561
$541 ﹤0.01%
30
562
$540 ﹤0.01%
85
563
$533 ﹤0.01%
700
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$529 ﹤0.01%
10
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$486 ﹤0.01%
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566
$486 ﹤0.01%
12
567
$450 ﹤0.01%
30
568
$449 ﹤0.01%
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569
$448 ﹤0.01%
30
570
$448 ﹤0.01%
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571
$442 ﹤0.01%
20
+1
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$427 ﹤0.01%
8
573
$418 ﹤0.01%
200
574
$408 ﹤0.01%
155
+1
575
$406 ﹤0.01%
215
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