RA

Rise Advisors Portfolio holdings

AUM $280M
1-Year Est. Return 14.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$252M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,662
New
Increased
Reduced
Closed

Top Sells

1 +$138K
2 +$111K
3 +$94K
4
TDIV icon
First Trust NASDAQ Technology Dividend Index Fund
TDIV
+$81.5K
5
MDT icon
Medtronic
MDT
+$50.4K

Sector Composition

1 Technology 8.53%
2 Financials 5.74%
3 Consumer Discretionary 3.24%
4 Industrials 2.96%
5 Healthcare 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$17.9K 0.01%
272
+2
602
$17.9K 0.01%
186
-1,214
603
$17.9K 0.01%
138
604
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254
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605
$17.8K 0.01%
155
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606
$17.8K 0.01%
480
607
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44
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608
$17.8K 0.01%
143
609
$17.7K 0.01%
135
610
$17.7K 0.01%
195
-261
611
$17.5K 0.01%
80
612
$17.5K 0.01%
165
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613
$17.5K 0.01%
401
614
$17.5K 0.01%
1,527
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615
$17.5K 0.01%
705
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950
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$17.4K 0.01%
135
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$17.4K 0.01%
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622
$17.3K 0.01%
475
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$17.3K 0.01%
53
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$17.2K 0.01%
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$17.2K 0.01%
93