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

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
726
$17.3K 0.01%
162
727
$17.3K 0.01%
87
728
$17.2K 0.01%
123
729
$17.2K 0.01%
390
+2
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$17.1K 0.01%
353
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731
$17.1K 0.01%
738
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732
$17.1K 0.01%
242
733
$17.1K 0.01%
86
734
$17K 0.01%
195
+1
735
$17K 0.01%
53
736
$17K 0.01%
136
+2
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$17K 0.01%
593
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738
$17K 0.01%
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739
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295
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$17K 0.01%
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$17K 0.01%
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742
$17K 0.01%
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$17K 0.01%
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$16.9K 0.01%
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$16.9K 0.01%
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$16.9K 0.01%
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$16.9K 0.01%
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$16.9K 0.01%
3,641
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$16.8K 0.01%
1,076
750
$16.8K 0.01%
156