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
676
$851 ﹤0.01%
11
-15
677
$841 ﹤0.01%
75
+50
678
$820 ﹤0.01%
120
679
$816 ﹤0.01%
+14
680
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+3
681
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+3
682
$787 ﹤0.01%
+6
683
$782 ﹤0.01%
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-31
684
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685
$774 ﹤0.01%
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$774 ﹤0.01%
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687
$761 ﹤0.01%
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$755 ﹤0.01%
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$753 ﹤0.01%
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+1
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$744 ﹤0.01%
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$735 ﹤0.01%
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$731 ﹤0.01%
3
697
$710 ﹤0.01%
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698
$709 ﹤0.01%
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-205
699
$705 ﹤0.01%
6
700
$704 ﹤0.01%
113
+1
26 27
28
29 30