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 MSCI ACWI Low Carbon Target 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
651
$1K ﹤0.01%
61
+1
652
$1K ﹤0.01%
26
653
$1K ﹤0.01%
+19
654
$1K ﹤0.01%
278
655
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10
656
$1K ﹤0.01%
55
657
$1K ﹤0.01%
55
658
$1K ﹤0.01%
50
659
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25
660
$1K ﹤0.01%
160
661
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162
662
$1K ﹤0.01%
+21
663
$1K ﹤0.01%
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664
$1K ﹤0.01%
55
665
$1K ﹤0.01%
16
666
$1K ﹤0.01%
3
667
$1K ﹤0.01%
21
+1
668
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22
+1
669
$1K ﹤0.01%
28
670
$1K ﹤0.01%
157
671
$1K ﹤0.01%
3
672
$1K ﹤0.01%
45
+30
673
$1K ﹤0.01%
12
674
$1K ﹤0.01%
50
675
$1K ﹤0.01%
45
25 26
27
28 29