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

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
676
$18.6K 0.01%
252
677
$18.6K 0.01%
386
678
$18.6K 0.01%
144
+1
679
$18.6K 0.01%
177
680
$18.6K 0.01%
714
681
$18.5K 0.01%
114
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682
$18.5K 0.01%
43
683
$18.4K 0.01%
758
684
$18.4K 0.01%
538
685
$18.4K 0.01%
316
686
$18.3K 0.01%
287
687
$18.3K 0.01%
381
+2
688
$18.3K 0.01%
97
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689
$18.3K 0.01%
240
690
$18.3K 0.01%
205
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$18.3K 0.01%
135
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692
$18.3K 0.01%
1,238
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693
$18.2K 0.01%
101
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694
$18.2K 0.01%
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695
$18K 0.01%
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696
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$18K 0.01%
293
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145
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699
$17.9K 0.01%
80
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$17.9K 0.01%
+544