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
$132M
AUM Growth
+$8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
831
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.99M
3
+$1.23M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$380K
5
AAPL icon
Apple
AAPL
+$371K

Top Sells

1
+$1.85M
2
+$578K
3
+$336K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$239K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$216K

Sector Composition

1 Technology 5.98%
2 Financials 4.82%
3 Consumer Discretionary 4.47%
4 Consumer Staples 3.13%
5 Healthcare 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$1.29K ﹤0.01%
600
627
$1.28K ﹤0.01%
130
628
$1.27K ﹤0.01%
57
+1
629
$1.27K ﹤0.01%
158
+1
630
$1.27K ﹤0.01%
66
+2
631
$1.25K ﹤0.01%
130
-23
632
$1.24K ﹤0.01%
12
633
$1.24K ﹤0.01%
20
+1
634
$1.23K ﹤0.01%
+10
635
$1.23K ﹤0.01%
+4
636
$1.22K ﹤0.01%
30
637
$1.2K ﹤0.01%
50
638
$1.2K ﹤0.01%
9
639
$1.18K ﹤0.01%
7
640
$1.18K ﹤0.01%
+11
641
$1.16K ﹤0.01%
13
642
$1.14K ﹤0.01%
30
643
$1.13K ﹤0.01%
12
644
$1.13K ﹤0.01%
184
645
$1.13K ﹤0.01%
14
+1
646
$1.09K ﹤0.01%
20
-20
647
$1.08K ﹤0.01%
18
648
$1.07K ﹤0.01%
51
649
$1.05K ﹤0.01%
+5
650
$1.05K ﹤0.01%
+20
24 25
26
27 28