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
751
$389 ﹤0.01%
215
-1,015
752
$388 ﹤0.01%
200
753
$388 ﹤0.01%
+4
754
$377 ﹤0.01%
60
755
$374 ﹤0.01%
+9
756
$364 ﹤0.01%
+12
757
$358 ﹤0.01%
1
758
$344 ﹤0.01%
+7
759
$335 ﹤0.01%
+4
760
$333 ﹤0.01%
126
761
$332 ﹤0.01%
+2
762
$329 ﹤0.01%
+4
763
$310 ﹤0.01%
+21
764
$306 ﹤0.01%
27
765
$302 ﹤0.01%
20
766
$295 ﹤0.01%
5
767
$287 ﹤0.01%
+6
768
$286 ﹤0.01%
30
769
$281 ﹤0.01%
27
770
$278 ﹤0.01%
30
771
$274 ﹤0.01%
80
-151
772
$268 ﹤0.01%
10
773
$263 ﹤0.01%
+12
774
$261 ﹤0.01%
9
775
$250 ﹤0.01%
40
29 30
31
32 33