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
651
$1.04K ﹤0.01%
+30
652
$1.04K ﹤0.01%
12
653
$1.03K ﹤0.01%
29
654
$1.03K ﹤0.01%
18
+2
655
$1.02K ﹤0.01%
5
656
$1.02K ﹤0.01%
10
657
$1.01K ﹤0.01%
100
658
$1.01K ﹤0.01%
+7
659
$1.01K ﹤0.01%
21
660
$998 ﹤0.01%
+3
661
$986 ﹤0.01%
3
662
$981 ﹤0.01%
50
663
$976 ﹤0.01%
+14
664
$966 ﹤0.01%
55
665
$960 ﹤0.01%
25
666
$923 ﹤0.01%
225
-225
667
$921 ﹤0.01%
12
668
$918 ﹤0.01%
+3
669
$918 ﹤0.01%
+5
670
$917 ﹤0.01%
50
-100
671
$911 ﹤0.01%
85
672
$871 ﹤0.01%
+8
673
$865 ﹤0.01%
73
674
$860 ﹤0.01%
40
+1
675
$858 ﹤0.01%
20
25 26
27
28 29