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
601
$21.3K 0.01%
134
602
$21.2K 0.01%
472
+10
603
$21.2K 0.01%
143
604
$21.2K 0.01%
902
+18
605
$21.2K 0.01%
419
606
$21.1K 0.01%
83
607
$21K 0.01%
207
+2
608
$21K 0.01%
84
609
$21K 0.01%
135
+3
610
$20.9K 0.01%
144
611
$20.9K 0.01%
1,311
+17
612
$20.8K 0.01%
76
+1
613
$20.8K 0.01%
266
+32
614
$20.7K 0.01%
112
615
$20.7K 0.01%
248
+1
616
$20.6K 0.01%
75
617
$20.6K 0.01%
407
618
$20.6K 0.01%
110
+1
619
$20.6K 0.01%
256
+2
620
$20.5K 0.01%
152
621
$20.5K 0.01%
279
+5
622
$20.5K 0.01%
101
+1
623
$20.5K 0.01%
225
+2
624
$20.5K 0.01%
99
+1
625
$20.4K 0.01%
4,210
+5
23 24
25
26 27