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
$189M
AUM Growth
+$1.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,290
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.23M
3
+$1.18M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$795K
5
BA icon
Boeing
BA
+$388K

Top Sells

1
+$3.15M
2
+$2.26M
3
+$362K
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$270K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$237K

Sector Composition

1 Technology 7.88%
2 Financials 6.64%
3 Consumer Discretionary 3.8%
4 Industrials 3.52%
5 Healthcare 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$22.5K 0.01%
76
552
$22.5K 0.01%
426
+6
553
$22.5K 0.01%
337
554
$22.5K 0.01%
474
+1
555
$22.4K 0.01%
174
+1
556
$22.4K 0.01%
668
+3
557
$22.4K 0.01%
147
558
$22.3K 0.01%
235
559
$22.3K 0.01%
1,292
560
$22.3K 0.01%
216
561
$22.3K 0.01%
121
562
$22.3K 0.01%
419
+2
563
$22.2K 0.01%
439
564
$22.2K 0.01%
709
565
$22.2K 0.01%
3,303
566
$22.2K 0.01%
476
+5
567
$22.2K 0.01%
576
+6
568
$22.2K 0.01%
391
+10
569
$22.1K 0.01%
443
+2
570
$22.1K 0.01%
192
+1
571
$22K 0.01%
161
572
$22K 0.01%
1,429
-50
573
$22K 0.01%
102
574
$21.9K 0.01%
438
+11
575
$21.9K 0.01%
166
+1
21 22
23
24 25