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

Top Sells

1
+$3.15M
2
+$2.26M
3
+$362K
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$270K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$237K

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
51
$396K 0.21%
8,804
+103
52
$380K 0.2%
1,873
-11
53
$366K 0.19%
3,127
+227
54
$363K 0.19%
2,260
-10
55
$359K 0.19%
2,899
+268
56
$359K 0.19%
2,174
+13
57
$355K 0.19%
697
+3
58
$355K 0.19%
1,233
+9
59
$354K 0.19%
8,912
+275
60
$336K 0.18%
628
-6
61
$330K 0.17%
1,806
+172
62
$316K 0.17%
700
+5
63
$309K 0.16%
5,827
-5
64
$303K 0.16%
1,752
+249
65
$298K 0.16%
2,264
+2
66
$297K 0.16%
4,388
+28
67
$291K 0.15%
3,249
+182
68
$285K 0.15%
3,511
+23
69
$285K 0.15%
2,982
+173
70
$279K 0.15%
1,086
-20
71
$276K 0.15%
567
+194
72
$271K 0.14%
2,495
+5
73
$270K 0.14%
1,724
+216
74
$268K 0.14%
5,267
+309
75
$264K 0.14%
2,625
+1,108
1 2
3
4 5