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
701
$17.8K 0.01%
181
+1
702
$17.8K 0.01%
330
+3
703
$17.8K 0.01%
216
704
$17.8K 0.01%
198
+1
705
$17.7K 0.01%
439
706
$17.7K 0.01%
247
+3
707
$17.7K 0.01%
160
708
$17.7K 0.01%
1,329
+13
709
$17.7K 0.01%
322
+1
710
$17.6K 0.01%
257
711
$17.6K 0.01%
1,265
+7
712
$17.6K 0.01%
116
+2
713
$17.6K 0.01%
260
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$17.5K 0.01%
1,225
+33
715
$17.5K 0.01%
64
716
$17.5K 0.01%
264
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$17.4K 0.01%
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$17.4K 0.01%
931
719
$17.4K 0.01%
320
720
$17.3K 0.01%
1,066
721
$17.3K 0.01%
368
-3
722
$17.3K 0.01%
247
723
$17.3K 0.01%
229
724
$17.3K 0.01%
900
725
$17.3K 0.01%
196