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
576
$389 ﹤0.01%
1
577
$369 ﹤0.01%
4
-29
578
$348 ﹤0.01%
8
579
$347 ﹤0.01%
100
580
$342 ﹤0.01%
67
581
$342 ﹤0.01%
253
582
$322 ﹤0.01%
184
583
$310 ﹤0.01%
20
584
$308 ﹤0.01%
10
585
$292 ﹤0.01%
80
586
$284 ﹤0.01%
5
587
$281 ﹤0.01%
9
588
$278 ﹤0.01%
10
589
$268 ﹤0.01%
40
590
$252 ﹤0.01%
10
591
$215 ﹤0.01%
10
592
$207 ﹤0.01%
17
+1
593
$202 ﹤0.01%
59
594
$190 ﹤0.01%
10
595
$170 ﹤0.01%
5
596
$165 ﹤0.01%
27
597
$163 ﹤0.01%
65
598
$159 ﹤0.01%
5
599
$151 ﹤0.01%
200
600
$149 ﹤0.01%
18
-1
22 23
24
25 26