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
$132M
AUM Growth
+$8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
831
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.99M
3
+$1.23M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$380K
5
AAPL icon
Apple
AAPL
+$371K

Top Sells

1
+$1.85M
2
+$578K
3
+$336K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$239K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$216K

Sector Composition

1 Technology 5.98%
2 Financials 4.82%
3 Consumer Discretionary 4.47%
4 Consumer Staples 3.13%
5 Healthcare 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$289K 0.22%
707
+70
52
$270K 0.2%
543
+3
53
$263K 0.2%
2,247
-183
54
$263K 0.2%
7,700
55
$252K 0.19%
3,414
+15
56
$238K 0.18%
2,703
+687
57
$228K 0.17%
1,471
+19
58
$227K 0.17%
1,003
-215
59
$226K 0.17%
2,890
+28
60
$220K 0.17%
2,112
+70
61
$215K 0.16%
3,973
-615
62
$213K 0.16%
1,012
-228
63
$208K 0.16%
1,599
-590
64
$202K 0.15%
440
-6
65
$201K 0.15%
3,234
+673
66
$199K 0.15%
960
-4
67
$196K 0.15%
5,029
+1,398
68
$190K 0.14%
1,725
-85
69
$187K 0.14%
5,580
+25
70
$186K 0.14%
2,192
-24
71
$180K 0.14%
789
+153
72
$178K 0.13%
1,907
+7
73
$174K 0.13%
1,069
+365
74
$166K 0.13%
1,120
+22
75
$166K 0.13%
+4,602
1 2
3
4 5