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
$252M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,662
New
Increased
Reduced
Closed

Top Sells

1 +$146K
2 +$117K
3 +$94K
4
TDIV icon
First Trust NASDAQ Technology Dividend Index Fund
TDIV
+$93.6K
5
MDT icon
Medtronic
MDT
+$51.8K

Sector Composition

1 Technology 8.53%
2 Financials 5.74%
3 Consumer Discretionary 3.24%
4 Industrials 2.95%
5 Healthcare 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FBNC icon
551
First Bancorp
FBNC
$2.12B
$19.6K 0.01%
445
CNX icon
552
CNX Resources
CNX
$4.74B
$19.6K 0.01%
582
UPST icon
553
Upstart Holdings
UPST
$3.76B
$19.6K 0.01%
303
-4
CR icon
554
Crane Co
CR
$10.9B
$19.6K 0.01%
103
GATX icon
555
GATX Corp
GATX
$5.53B
$19.5K 0.01%
127
+1
RJF icon
556
Raymond James Financial
RJF
$32.3B
$19.3K 0.01%
126
IWD icon
557
iShares Russell 1000 Value ETF
IWD
$64.9B
$19.3K 0.01%
99
-148
AMH icon
558
American Homes 4 Rent
AMH
$11.9B
$19.3K 0.01%
534
NLY icon
559
Annaly Capital Management
NLY
$15B
$19.2K 0.01%
1,022
+36
MUR icon
560
Murphy Oil
MUR
$4.06B
$19.2K 0.01%
853
+38
BMVP icon
561
Invesco Bloomberg MVP Multi-factor ETF
BMVP
$109M
$19.2K 0.01%
396
+1
CNC icon
562
Centene
CNC
$18.5B
$19.2K 0.01%
353
+27
DINO icon
563
HF Sinclair
DINO
$10.1B
$19.1K 0.01%
465
+6
ITT icon
564
ITT
ITT
$14.7B
$19.1K 0.01%
122
+1
LEN icon
565
Lennar Class A
LEN
$31B
$19.1K 0.01%
172
EXR icon
566
Extra Space Storage
EXR
$28.3B
$19K 0.01%
129
+1
CAC icon
567
Camden National
CAC
$657M
$19K 0.01%
469
DLTR icon
568
Dollar Tree
DLTR
$21.6B
$19K 0.01%
192
+24
DOCS icon
569
Doximity
DOCS
$10.2B
$19K 0.01%
310
+9
STX icon
570
Seagate
STX
$59.7B
$19K 0.01%
132
+8
ASB icon
571
Associated Banc-Corp
ASB
$4.24B
$18.9K 0.01%
776
WDC icon
572
Western Digital
WDC
$55.7B
$18.9K 0.01%
295
+32
VLY icon
573
Valley National Bancorp
VLY
$6.2B
$18.9K 0.01%
2,114
+3
MTD icon
574
Mettler-Toledo International
MTD
$29.6B
$18.8K 0.01%
16
+2
PCH icon
575
PotlatchDeltic
PCH
$3.2B
$18.8K 0.01%
490
+2