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
$121M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
770
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$11.4M
3
+$619K
4
PYPL icon
PayPal
PYPL
+$551K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$440K

Top Sells

1
+$2.68M
2
+$408K
3
+$407K
4
CRBN icon
iShares MSCI ACWI Low Carbon Target ETF
CRBN
+$142K
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$77K

Sector Composition

1 Technology 6.63%
2 Financials 5.19%
3 Consumer Discretionary 4.55%
4 Consumer Staples 3.15%
5 Healthcare 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$278K 0.23%
1,047
+33
52
$264K 0.22%
1,601
-43
53
$259K 0.21%
2,416
-89
54
$258K 0.21%
2,466
+6
55
$256K 0.21%
1,110
+30
56
$233K 0.19%
2,422
+22
57
$231K 0.19%
7,700
+100
58
$224K 0.19%
2,142
+11
59
$209K 0.17%
3,378
+9
60
$207K 0.17%
439
+113
61
$199K 0.16%
4,549
-216
62
$191K 0.16%
4,771
+292
63
$189K 0.16%
1,803
+44
64
$181K 0.15%
2,858
+4
65
$179K 0.15%
2,197
+24
66
$174K 0.14%
434
-10
67
$171K 0.14%
1,856
+45
68
$165K 0.14%
13,580
+6,300
69
$164K 0.14%
5,532
+29
70
$153K 0.13%
737
+228
71
$150K 0.12%
537
-41
72
$145K 0.12%
406
+72
73
$144K 0.12%
1,746
+11
74
$142K 0.12%
1,194
+406
75
$141K 0.12%
3,229
+29
1 2
3
4 5