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
$209M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,262
New
Increased
Reduced
Closed

Top Sells

1 +$412K
2 +$130K
3 +$109K
4
NVDA icon
NVIDIA
NVDA
+$103K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$90.7K

Sector Composition

1 Technology 7.1%
2 Financials 7%
3 Consumer Discretionary 3.63%
4 Industrials 3.37%
5 Healthcare 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$18.9K 0.01%
392
+2
727
$18.9K 0.01%
244
+2
728
$18.9K 0.01%
329
+2
729
$18.8K 0.01%
203
730
$18.8K 0.01%
445
731
$18.8K 0.01%
172
+1
732
$18.8K 0.01%
195
+1
733
$18.7K 0.01%
702
+5
734
$18.7K 0.01%
908
+8
735
$18.7K 0.01%
111
+1
736
$18.7K 0.01%
64
737
$18.7K 0.01%
192
738
$18.7K 0.01%
257
739
$18.6K 0.01%
480
+8
740
$18.6K 0.01%
3,641
741
$18.5K 0.01%
86
742
$18.5K 0.01%
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743
$18.4K 0.01%
1,009
744
$18.4K 0.01%
212
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$18.3K 0.01%
151
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746
$18.3K 0.01%
253
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747
$18.3K 0.01%
289
748
$18.3K 0.01%
309
+3
749
$18.3K 0.01%
707
750
$18.3K 0.01%
1,242
+14