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
$209M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,262
New
Increased
Reduced
Closed

Top Sells

1 +$412K
2 +$130K
3 +$109K
4
NVDA icon
NVIDIA
NVDA
+$103K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$90.7K

Sector Composition

1 Technology 7.1%
2 Financials 7%
3 Consumer Discretionary 3.63%
4 Industrials 3.37%
5 Healthcare 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$23K 0.01%
1,817
+18
602
$22.9K 0.01%
145
+1
603
$22.9K 0.01%
83
604
$22.9K 0.01%
257
+1
605
$22.8K 0.01%
705
-123
606
$22.8K 0.01%
45
607
$22.7K 0.01%
471
+5
608
$22.6K 0.01%
1,196
+6
609
$22.6K 0.01%
670
+5
610
$22.6K 0.01%
202
611
$22.6K 0.01%
339
+19
612
$22.6K 0.01%
335
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613
$22.6K 0.01%
409
614
$22.5K 0.01%
532
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$22.5K 0.01%
100
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616
$22.4K 0.01%
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$22.4K 0.01%
625
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$22.4K 0.01%
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$22.4K 0.01%
67
620
$22.3K 0.01%
268
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$22.3K 0.01%
165
+1
622
$22.2K 0.01%
334
623
$22.2K 0.01%
846
624
$22.2K 0.01%
47
625
$22.1K 0.01%
167
+1