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
$121M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
770
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$11.4M
3
+$619K
4
PYPL icon
PayPal
PYPL
+$551K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$440K

Top Sells

1
+$2.68M
2
+$408K
3
+$407K
4
CRBN icon
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
+$142K
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$77K

Sector Composition

1 Technology 6.63%
2 Financials 5.19%
3 Consumer Discretionary 4.55%
4 Consumer Staples 3.15%
5 Healthcare 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$1K ﹤0.01%
50
627
$1K ﹤0.01%
45
628
$1K ﹤0.01%
20
629
$1K ﹤0.01%
5
630
$1K ﹤0.01%
+200
631
$1K ﹤0.01%
10
632
$1K ﹤0.01%
10
633
$1K ﹤0.01%
14
634
$1K ﹤0.01%
500
635
$1K ﹤0.01%
130
636
$1K ﹤0.01%
+20
637
$1K ﹤0.01%
5
638
$1K ﹤0.01%
13
639
$1K ﹤0.01%
22
640
$1K ﹤0.01%
231
641
$1K ﹤0.01%
30
642
$1K ﹤0.01%
15
-85
643
$1K ﹤0.01%
49
+1
644
$1K ﹤0.01%
+1,000
645
$1K ﹤0.01%
200
646
$1K ﹤0.01%
73
-75
647
$1K ﹤0.01%
18
648
$1K ﹤0.01%
10
649
$1K ﹤0.01%
30
650
$1K ﹤0.01%
85
24 25
26
27 28