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
$209M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,262
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$2.1M
3
+$1.42M
4
JMBS icon
Janus Henderson Mortgage-Backed Securities ETF
JMBS
+$1.41M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$641K

Top Sells

1
+$412K
2
+$130K
3
+$109K
4
NVDA icon
NVIDIA
NVDA
+$103K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$90.7K

Sector Composition

1 Technology 7.09%
2 Financials 7%
3 Consumer Discretionary 3.63%
4 Industrials 3.37%
5 Healthcare 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$20.3K 0.01%
135
+1
677
$20.3K 0.01%
1,154
+15
678
$20.3K 0.01%
117
+1
679
$20.2K 0.01%
137
+1
680
$20.2K 0.01%
2,002
+24
681
$20.2K 0.01%
75
682
$20.2K 0.01%
678
+9
683
$20.2K 0.01%
360
+2
684
$20.1K 0.01%
267
+3
685
$20.1K 0.01%
114
686
$20.1K 0.01%
413
-8,447
687
$20.1K 0.01%
378
688
$20K 0.01%
37
689
$20K 0.01%
156
690
$20K 0.01%
91
691
$19.9K 0.01%
227
+2
692
$19.9K 0.01%
446
+4
693
$19.9K 0.01%
143
+1
694
$19.9K 0.01%
464
+4
695
$19.9K 0.01%
507
+2
696
$19.9K 0.01%
288
+1
697
$19.8K 0.01%
99
+1
698
$19.8K 0.01%
533
699
$19.8K 0.01%
382
+1
700
$19.8K 0.01%
780
+15
26 27
28
29 30