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

Top Sells

1
+$3.15M
2
+$2.26M
3
+$362K
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$270K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$237K

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
651
$19.6K 0.01%
533
652
$19.6K 0.01%
250
+5
653
$19.5K 0.01%
326
+2
654
$19.5K 0.01%
4,735
655
$19.5K 0.01%
476
+6
656
$19.5K 0.01%
80
657
$19.5K 0.01%
486
+2
658
$19.5K 0.01%
526
+5
659
$19.4K 0.01%
154
660
$19.3K 0.01%
572
+2
661
$19.3K 0.01%
47
662
$19.2K 0.01%
466
+13
663
$19.1K 0.01%
98
664
$19K 0.01%
49
665
$19K 0.01%
1,377
+13
666
$18.9K 0.01%
417
+10
667
$18.9K 0.01%
1,227
+25
668
$18.9K 0.01%
352
+2
669
$18.8K 0.01%
192
670
$18.8K 0.01%
223
671
$18.8K 0.01%
310
672
$18.8K 0.01%
153
673
$18.7K 0.01%
783
+5
674
$18.7K 0.01%
669
+8
675
$18.6K 0.01%
431
25 26
27
28 29