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
$252M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,662
New
Increased
Reduced
Closed

Top Sells

1 +$146K
2 +$117K
3 +$94K
4
TDIV icon
First Trust NASDAQ Technology Dividend Index Fund
TDIV
+$93.6K
5
MDT icon
Medtronic
MDT
+$51.8K

Sector Composition

1 Technology 8.53%
2 Financials 5.74%
3 Consumer Discretionary 3.24%
4 Industrials 2.95%
5 Healthcare 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
OGS icon
651
ONE Gas
OGS
$4.93B
$16.6K 0.01%
231
EL icon
652
Estee Lauder
EL
$31.6B
$16.6K 0.01%
205
-13
LITE icon
653
Lumentum
LITE
$17B
$16.5K 0.01%
174
RGLD icon
654
Royal Gold
RGLD
$14.8B
$16.5K 0.01%
93
CINF icon
655
Cincinnati Financial
CINF
$25.7B
$16.5K 0.01%
111
CUBE icon
656
CubeSmart
CUBE
$8.56B
$16.5K 0.01%
389
+17
WASH icon
657
Washington Trust Bancorp
WASH
$536M
$16.5K 0.01%
583
+12
ZION icon
658
Zions Bancorporation
ZION
$7.71B
$16.5K 0.01%
317
-18
BCO icon
659
Brink's
BCO
$4.68B
$16.4K 0.01%
184
SBAC icon
660
SBA Communications
SBAC
$21B
$16.4K 0.01%
70
+2
CHRD icon
661
Chord Energy
CHRD
$4.97B
$16.3K 0.01%
169
+3
PODD icon
662
Insulet
PODD
$22.5B
$16.3K 0.01%
52
+5
AUB icon
663
Atlantic Union Bankshares
AUB
$4.67B
$16.3K 0.01%
522
+494
COOP
664
DELISTED
Mr. Cooper
COOP
$16.3K 0.01%
109
CART icon
665
Maplebear
CART
$9.68B
$16.2K 0.01%
358
SCHO icon
666
Schwab Short-Term US Treasury ETF
SCHO
$11.2B
$16.2K 0.01%
664
+33
WEX icon
667
WEX
WEX
$5B
$16.2K 0.01%
110
+2
NJR icon
668
New Jersey Resources
NJR
$4.59B
$16.1K 0.01%
359
+3
AGCO icon
669
AGCO
AGCO
$7.88B
$16.1K 0.01%
156
SLM icon
670
SLM Corp
SLM
$5.43B
$16.1K 0.01%
491
+2
EXPO icon
671
Exponent
EXPO
$3.56B
$16.1K 0.01%
215
+1
KEYS icon
672
Keysight
KEYS
$31.1B
$16.1K 0.01%
98
WAT icon
673
Waters Corp
WAT
$22.1B
$16.1K 0.01%
46
-1
HST icon
674
Host Hotels & Resorts
HST
$12.3B
$16K 0.01%
1,042
+968
HAE icon
675
Haemonetics
HAE
$3.2B
$15.9K 0.01%
213