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
$209M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,262
New
Increased
Reduced
Closed

Top Sells

1 +$412K
2 +$130K
3 +$109K
4
NVDA icon
NVIDIA
NVDA
+$103K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$90.7K

Sector Composition

1 Technology 7.1%
2 Financials 7%
3 Consumer Discretionary 3.63%
4 Industrials 3.37%
5 Healthcare 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$22.1K 0.01%
436
+12
627
$22.1K 0.01%
247
628
$22.1K 0.01%
203
+1
629
$22K 0.01%
748
+10
630
$22K 0.01%
506
631
$22K 0.01%
477
+5
632
$22K 0.01%
333
+3
633
$21.8K 0.01%
419
634
$21.8K 0.01%
337
635
$21.8K 0.01%
266
+2
636
$21.7K 0.01%
249
+2
637
$21.7K 0.01%
1,358
+6
638
$21.7K 0.01%
324
639
$21.6K 0.01%
199
640
$21.4K 0.01%
49
641
$21.3K 0.01%
217
642
$21.3K 0.01%
153
643
$21.3K 0.01%
3,637
+125
644
$21.3K 0.01%
440
+1
645
$21.3K 0.01%
208
646
$21.3K 0.01%
113
+1
647
$21.2K 0.01%
145
648
$21.2K 0.01%
427
+10
649
$21.2K 0.01%
84
650
$21.1K 0.01%
145
+1