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
576
$21.9K 0.01%
71
577
$21.9K 0.01%
378
578
$21.9K 0.01%
294
579
$21.9K 0.01%
311
+3
580
$21.9K 0.01%
765
+14
581
$21.8K 0.01%
631
+7
582
$21.8K 0.01%
737
+4
583
$21.8K 0.01%
24
584
$21.7K 0.01%
530
+69
585
$21.7K 0.01%
461
+5
586
$21.7K 0.01%
79
587
$21.7K 0.01%
40
588
$21.7K 0.01%
471
+3
589
$21.6K 0.01%
333
-1
590
$21.6K 0.01%
99
591
$21.5K 0.01%
208
+1
592
$21.5K 0.01%
846
593
$21.5K 0.01%
396
+3
594
$21.4K 0.01%
1,132
+27
595
$21.4K 0.01%
340
-9
596
$21.4K 0.01%
121
597
$21.4K 0.01%
91
+1
598
$21.4K 0.01%
725
+15
599
$21.3K 0.01%
321
600
$21.3K 0.01%
147
-4
22 23
24
25 26