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
601
$1.54K ﹤0.01%
608
-100
602
$1.54K ﹤0.01%
22
603
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30
604
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15
605
$1.5K ﹤0.01%
+9
606
$1.49K ﹤0.01%
15
+4
607
$1.48K ﹤0.01%
26
608
$1.46K ﹤0.01%
202
+1
609
$1.45K ﹤0.01%
41
+1
610
$1.45K ﹤0.01%
9
611
$1.44K ﹤0.01%
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612
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179
613
$1.41K ﹤0.01%
14
614
$1.41K ﹤0.01%
81
615
$1.4K ﹤0.01%
112
+2
616
$1.4K ﹤0.01%
600
+300
617
$1.39K ﹤0.01%
150
618
$1.39K ﹤0.01%
+12
619
$1.39K ﹤0.01%
50
620
$1.37K ﹤0.01%
21
+1
621
$1.35K ﹤0.01%
160
622
$1.33K ﹤0.01%
25
623
$1.32K ﹤0.01%
372
624
$1.32K ﹤0.01%
9
625
$1.3K ﹤0.01%
10
23 24
25
26 27