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
$143M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
699
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$1.01M
3
+$466K
4
PYPL icon
PayPal
PYPL
+$452K
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$345K

Top Sells

1
+$15.1M
2
+$7.91M
3
+$2.28M
4
DKNG icon
DraftKings
DKNG
+$504K
5
CSCO icon
Cisco
CSCO
+$270K

Sector Composition

1 Financials 5.79%
2 Technology 3.23%
3 Consumer Discretionary 2.43%
4 Healthcare 1.85%
5 Industrials 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$283K 0.2%
1,807
+441
52
$277K 0.19%
3,944
+487
53
$275K 0.19%
3,469
+17
54
$274K 0.19%
7,278
-147
55
$274K 0.19%
4,650
+296
56
$273K 0.19%
1,522
+146
57
$269K 0.19%
1,112
+202
58
$267K 0.19%
2,575
+272
59
$255K 0.18%
598
+170
60
$255K 0.18%
2,798
+339
61
$243K 0.17%
1,548
+304
62
$237K 0.17%
4,624
+677
63
$235K 0.16%
2,477
+352
64
$232K 0.16%
8,064
-1,030
65
$232K 0.16%
1,423
+89
66
$227K 0.16%
1,262
-61
67
$211K 0.15%
5,659
+22
68
$209K 0.15%
358
69
$207K 0.14%
2,084
-409
70
$202K 0.14%
525
+138
71
$202K 0.14%
423
-83
72
$198K 0.14%
1,693
+20
73
$180K 0.13%
324
74
$175K 0.12%
713
+57
75
$170K 0.12%
2,660
-356
1 2
3
4 5