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
576
$1.95K ﹤0.01%
26
+1
577
$1.94K ﹤0.01%
25
578
$1.92K ﹤0.01%
50
+1
579
$1.9K ﹤0.01%
32
580
$1.88K ﹤0.01%
70
+1
581
$1.87K ﹤0.01%
102
+1
582
$1.87K ﹤0.01%
200
583
$1.87K ﹤0.01%
115
-7
584
$1.86K ﹤0.01%
20
585
$1.84K ﹤0.01%
162
586
$1.83K ﹤0.01%
20
587
$1.83K ﹤0.01%
41
588
$1.83K ﹤0.01%
18
589
$1.78K ﹤0.01%
55
590
$1.78K ﹤0.01%
+7
591
$1.72K ﹤0.01%
50
592
$1.7K ﹤0.01%
70
+1
593
$1.69K ﹤0.01%
330
594
$1.66K ﹤0.01%
14
+1
595
$1.61K ﹤0.01%
5
596
$1.58K ﹤0.01%
8
597
$1.58K ﹤0.01%
20
598
$1.57K ﹤0.01%
5
599
$1.54K ﹤0.01%
+4
600
$1.54K ﹤0.01%
23
+1
22 23
24
25 26