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
$208M
AUM Growth
-$772K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,248
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$1.8M
3
+$1.05M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$246K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$99.5K

Top Sells

1
+$1.51M
2
+$731K
3
+$399K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$300K
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$265K

Sector Composition

1 Financials 7.1%
2 Technology 7.07%
3 Consumer Discretionary 3.81%
4 Industrials 3.21%
5 Healthcare 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$18.9K 0.01%
94
-5
702
$18.8K 0.01%
203
703
$18.8K 0.01%
794
+5
704
$18.7K 0.01%
229
705
$18.7K 0.01%
1,291
+33
706
$18.7K 0.01%
555
-21
707
$18.7K 0.01%
224
708
$18.6K 0.01%
187
709
$18.6K 0.01%
351
-89
710
$18.6K 0.01%
226
711
$18.6K 0.01%
1,457
712
$18.5K 0.01%
517
713
$18.5K 0.01%
178
714
$18.5K 0.01%
322
+11
715
$18.4K 0.01%
678
+4
716
$18.4K 0.01%
393
+1
717
$18.4K 0.01%
538
718
$18.4K 0.01%
337
719
$18.3K 0.01%
2,002
720
$18.3K 0.01%
110
721
$18.2K 0.01%
419
722
$18.2K 0.01%
363
+3
723
$18.1K 0.01%
197
+2
724
$18.1K 0.01%
479
+8
725
$18.1K 0.01%
407
-128
27 28
29
30 31