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
$189M
AUM Growth
+$1.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,290
New
Increased
Reduced
Closed

Top Buys

1 +$1.61M
2 +$1.23M
3 +$1.18M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$795K
5
BA icon
Boeing
BA
+$388K

Sector Composition

1 Technology 7.88%
2 Financials 6.64%
3 Consumer Discretionary 3.8%
4 Industrials 3.52%
5 Healthcare 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$20.4K 0.01%
198
+1
627
$20.4K 0.01%
202
628
$20.3K 0.01%
158
629
$20.3K 0.01%
284
+1
630
$20.3K 0.01%
75
631
$20.3K 0.01%
245
632
$20.2K 0.01%
164
633
$20.2K 0.01%
517
+20
634
$20.2K 0.01%
45
635
$20.1K 0.01%
394
-420
636
$20.1K 0.01%
331
+4
637
$20.1K 0.01%
37
638
$20.1K 0.01%
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639
$20K 0.01%
646
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640
$20K 0.01%
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641
$19.9K 0.01%
912
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642
$19.9K 0.01%
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643
$19.8K 0.01%
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$19.8K 0.01%
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645
$19.8K 0.01%
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646
$19.7K 0.01%
7,230
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647
$19.7K 0.01%
217
648
$19.7K 0.01%
171
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649
$19.6K 0.01%
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-15
650
$19.6K 0.01%
1,009