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
726
$581 ﹤0.01%
700
727
$577 ﹤0.01%
+13
728
$567 ﹤0.01%
70
729
$544 ﹤0.01%
21
730
$520 ﹤0.01%
8
731
$510 ﹤0.01%
600
732
$503 ﹤0.01%
100
733
$497 ﹤0.01%
+5
734
$487 ﹤0.01%
1,000
735
$485 ﹤0.01%
11
736
$483 ﹤0.01%
4
737
$478 ﹤0.01%
20
738
$460 ﹤0.01%
2
739
$457 ﹤0.01%
100
740
$452 ﹤0.01%
+4
741
$446 ﹤0.01%
24
742
$446 ﹤0.01%
19
743
$442 ﹤0.01%
11
+1
744
$438 ﹤0.01%
+6
745
$434 ﹤0.01%
+17
746
$421 ﹤0.01%
8
747
$415 ﹤0.01%
51
748
$407 ﹤0.01%
16
749
$402 ﹤0.01%
100
750
$391 ﹤0.01%
+8
28 29
30
31 32