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
$208M
AUM Growth
-$772K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,248
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$1.8M
3
+$1.05M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$246K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$99.5K

Top Sells

1
+$1.51M
2
+$731K
3
+$399K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$300K
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$265K

Sector Composition

1 Financials 7.1%
2 Technology 7.07%
3 Consumer Discretionary 3.81%
4 Industrials 3.21%
5 Healthcare 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$21.8K 0.01%
76
602
$21.8K 0.01%
509
+2
603
$21.8K 0.01%
189
604
$21.8K 0.01%
292
-19
605
$21.8K 0.01%
129
+1
606
$21.8K 0.01%
789
+4
607
$21.7K 0.01%
87
608
$21.6K 0.01%
846
609
$21.6K 0.01%
1,166
+12
610
$21.5K 0.01%
149
611
$21.4K 0.01%
378
612
$21.4K 0.01%
310
613
$21.4K 0.01%
690
+6
614
$21.3K 0.01%
77
+2
615
$21.3K 0.01%
522
+3
616
$21.2K 0.01%
40
617
$21.2K 0.01%
137
618
$21.2K 0.01%
121
619
$21.2K 0.01%
742
+16
620
$21.1K 0.01%
400
+2
621
$21.1K 0.01%
237
+2
622
$21.1K 0.01%
295
+1
623
$21.1K 0.01%
181
+3
624
$21.1K 0.01%
192
625
$21.1K 0.01%
305
-29
23 24
25
26 27